Geneos Wealth Management’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Sell |
2,969
-2,866
| -49% | -$1.33M | 0.03% | 451 |
|
|
2025
Q1 | $2.61M | Buy |
5,835
+3,688
| +172% | +$1.65M | 0.04% | 424 |
|
|
2024
Q4 | $1.04M | Sell |
2,147
-437
| -17% | -$212K | 0.04% | 417 |
|
|
2024
Q3 | $1.51M | Buy |
2,584
+547
| +27% | +$320K | 0.06% | 327 |
|
|
2024
Q2 | $952K | Buy |
2,037
+133
| +7% | +$62.1K | 0.04% | 371 |
|
|
2024
Q1 | $866K | Buy |
1,904
+33
| +2% | +$15K | 0.04% | 373 |
|
|
2023
Q4 | $848K | Sell |
1,871
-3,279
| -64% | -$1.49M | 0.04% | 356 |
|
|
2023
Q3 | $2.11M | Buy |
5,150
+3,120
| +154% | +$1.28M | 0.11% | 208 |
|
|
2023
Q2 | $934K | Buy |
2,030
+428
| +27% | +$197K | 0.05% | 326 |
|
|
2023
Q1 | $757K | Sell |
1,602
-453
| -22% | -$214K | 0.05% | 356 |
|
|
2022
Q4 | $1,000K | Sell |
2,055
-7
| -0.3% | -$3.41K | 0.06% | 275 |
|
|
2022
Q3 | $796K | Sell |
2,062
-1,197
| -37% | -$462K | 0.05% | 298 |
|
|
2022
Q2 | $1.41M | Buy |
3,259
+64
| +2% | +$27.7K | 0.07% | 258 |
|
|
2022
Q1 | $1.41M | Sell |
3,195
-11,072
| -78% | -$4.89M | 0.06% | 276 |
|
|
2021
Q4 | $5.07M | Sell |
14,267
-3,005
| -17% | -$1.07M | 0.19% | 119 |
|
|
2021
Q3 | $6.01M | Buy |
17,272
+244
| +1% | +$84.9K | 0.23% | 101 |
|
|
2021
Q2 | $6.5M | Sell |
17,028
-1,333
| -7% | -$509K | 0.25% | 88 |
|
|
2021
Q1 | $6.99M | Buy |
18,361
+108
| +0.6% | +$41.1K | 0.2% | 122 |
|
|
2020
Q4 | $6.36M | Buy |
18,253
+10,668
| +141% | +$3.72M | 0.26% | 84 |
|
|
2020
Q3 | $2.94M | Buy |
7,585
+856
| +13% | +$331K | 0.15% | 152 |
|
|
2020
Q2 | $2.4M | Buy |
6,729
+1,033
| +18% | +$368K | 0.13% | 167 |
|
|
2020
Q1 | $1.99M | Sell |
5,696
-1,805
| -24% | -$630K | 0.13% | 165 |
|
|
2019
Q4 | $2.95M | Buy |
7,501
+452
| +6% | +$178K | 0.16% | 158 |
|
|
2019
Q3 | $2.73M | Buy |
7,049
+841
| +14% | +$326K | 0.16% | 153 |
|
|
2019
Q2 | $2.26M | Buy |
6,208
+2,165
| +54% | +$789K | 0.14% | 162 |
|
|
2019
Q1 | $1.21M | Sell |
4,043
-49
| -1% | -$14.7K | 0.08% | 244 |
|
|
2018
Q4 | $1.07M | Sell |
4,092
-159
| -4% | -$41.5K | 0.08% | 242 |
|
|
2018
Q3 | $1.47M | Buy |
4,251
+30
| +0.7% | +$10.4K | 0.1% | 214 |
|
|
2018
Q2 | $1.25M | Buy |
4,221
+217
| +5% | +$64.1K | 0.1% | 194 |
|
|
2018
Q1 | $1.35M | Buy |
4,004
+26
| +0.7% | +$8.79K | 0.12% | 169 |
|
|
2017
Q4 | $1.28M | Buy |
3,978
+1,203
| +43% | +$386K | 0.11% | 177 |
|
|
2017
Q3 | $861K | Buy |
2,775
+198
| +8% | +$61.4K | 0.09% | 219 |
|
|
2017
Q2 | $715K | Buy |
2,577
+154
| +6% | +$42.7K | 0.07% | 237 |
|
|
2017
Q1 | $648K | Buy |
2,423
+181
| +8% | +$48.4K | 0.07% | 226 |
|
|
2016
Q4 | $560K | Sell |
2,242
-6
| -0.3% | -$1.5K | 0.07% | 226 |
|
|
2016
Q3 | $539K | Sell |
2,248
-279
| -11% | -$66.9K | 0.07% | 232 |
|
|
2016
Q2 | $630K | Buy |
2,527
+166
| +7% | +$41.4K | 0.09% | 206 |
|
|
2016
Q1 | $526K | Buy |
+2,361
| New | +$526K | 0.08% | 226 |
|