FormulaFolio Investments’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $91K | Buy |
+241
| New | +$91K | 0.03% | 114 |
|
|
2021
Q1 | – | Sell |
-10,464
| Closed | -$3.72M | – | 112 |
|
|
2020
Q4 | $3.72M | Buy |
10,464
+4,652
| +80% | +$1.65M | 0.08% | 185 |
|
|
2020
Q3 | $2.23M | Sell |
5,812
-472
| -8% | -$181K | 0.09% | 93 |
|
|
2020
Q2 | $2.29M | Buy |
6,284
+1,052
| +20% | +$384K | 0.09% | 84 |
|
|
2020
Q1 | $1.77M | Sell |
5,232
-1,841
| -26% | -$624K | 0.09% | 80 |
|
|
2019
Q4 | $2.75M | Sell |
7,073
-52
| -0.7% | -$20.2K | 0.1% | 101 |
|
|
2019
Q3 | $2.78M | Buy |
7,125
+99
| +1% | +$38.6K | 0.11% | 93 |
|
|
2019
Q2 | $2.55M | Buy |
7,026
+891
| +15% | +$324K | 0.11% | 83 |
|
|
2019
Q1 | $1.84M | Sell |
6,135
-573
| -9% | -$172K | 0.08% | 92 |
|
|
2018
Q4 | $2.32M | Hold |
6,708
| – | – | 0.1% | 76 |
|
|
2018
Q3 | $2.32M | Buy |
6,708
+511
| +8% | +$177K | 0.1% | 76 |
|
|
2018
Q2 | $1.83M | Buy |
6,197
+4,400
| +245% | +$1.3M | 0.09% | 85 |
|
|
2018
Q1 | $607K | Buy |
1,797
+48
| +3% | +$16.2K | 0.04% | 159 |
|
|
2017
Q4 | $562K | Sell |
1,749
-25
| -1% | -$8.03K | 0.04% | 160 |
|
|
2017
Q3 | $550K | Buy |
1,774
+688
| +63% | +$213K | 0.04% | 124 |
|
|
2017
Q2 | $302K | Sell |
1,086
-135
| -11% | -$37.5K | 0.03% | 169 |
|
|
2017
Q1 | $327K | Sell |
1,221
-3,578
| -75% | -$958K | 0.04% | 153 |
|
|
2016
Q4 | $1.2M | Buy |
+4,799
| New | +$1.2M | 0.16% | 38 |
|
|
2015
Q3 | – | Sell |
-5,849
| Closed | -$1.09M | – | 113 |
|
|
2015
Q2 | $1.09M | Buy |
+5,849
| New | +$1.09M | 0.3% | 30 |
|