Genesee Capital Advisors’s Lockheed Martin LMT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$578K	Buy	956 +5	+0.5%	+$3.08K	0.24%	74
2025 Q4	$460K	Buy	951 +7	+0.7%	+$3.35K	0.19%	86
2025 Q3	$471K	Buy	944 +6	+0.6%	+$2.72K	0.2%	82
2025 Q2	$435K	Buy	938 +6	+0.6%	+$2.81K	0.19%	81
2025 Q1	$416K	Buy	932 +7	+0.8%	+$3.22K	0.21%	83
2024 Q4	$450K	Sell	925 -4	-0.4%	-$2.18K	0.21%	82
2024 Q3	$543K	Sell	929 -12	-1%	-$6.44K	0.26%	75
2024 Q2	$440K	Buy	941 +12	+1%	+$5.55K	0.22%	77
2024 Q1	$423K	Buy	929 +6	+0.7%	+$2.63K	0.23%	76
2023 Q4	$419K	Buy	923 +25	+3%	+$11.1K	0.26%	71
2023 Q3	$367K	Buy	898 +6	+0.7%	+$2.66K	0.26%	69
2023 Q2	$411K	Buy	892 +5	+0.6%	+$2.32K	0.28%	62
2023 Q1	$419K	Buy	887 +11	+1%	+$5.16K	0.3%	59
2022 Q4	$426K	Sell	876 -40	-4%	-$18.6K	0.32%	58
2022 Q3	$354K	Buy	916 +6	+0.7%	+$2.5K	0.27%	63
2022 Q2	$391K	Buy	910 +6	+0.7%	+$2.63K	0.27%	66
2022 Q1	$399K	Buy	904 +5	+0.6%	+$2.03K	0.21%	77
2021 Q4	$319K	Buy	899 +7	+0.8%	+$2.42K	0.15%	83
2021 Q3	$308K	Buy	+892	New	+$323K	0.15%	89
2021 Q2	–	Sell	-888	Closed	-$328K	–	92
2021 Q1	$328K	Buy	888 +6	+0.7%	+$2.06K	0.19%	72
2020 Q4	$312K	Buy	882 +7	+0.8%	+$2.57K	0.2%	67
2020 Q3	$335K	Sell	875 -2,441	-74%	-$932K	0.28%	59
2020 Q2	$1.21M	Sell	3,316 -623	-16%	-$235K	1.13%	30
2020 Q1	$1.33M	Sell	3,939 -288	-7%	-$113K	1.28%	27
2019 Q4	$1.65M	Buy	4,227 +67	+2%	+$25.7K	1.4%	23
2019 Q3	$1.62M	Sell	4,160 -155	-4%	-$58.3K	1.5%	20
2019 Q2	$1.57M	Sell	4,315 -230	-5%	-$76.9K	1.58%	17
2019 Q1	$1.36M	Sell	4,545 -58	-1%	-$17K	1.64%	16
2018 Q4	$1.21M	Buy	+4,603	New	+$1.4M	1.97%	17