Gladstone Institutional Advisory’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
$2.43M Sell
5,253
-46
-0.9% -$21.3K 0.1% 212
2025
Q1
$2.37M Sell
5,299
-470
-8% -$210K 0.11% 199
2024
Q4
$2.8M Buy
5,769
+558
+11% +$271K 0.13% 177
2024
Q3
$3.05M Sell
5,211
-3,471
-40% -$2.03M 0.15% 167
2024
Q2
$4.06M Sell
8,682
-285
-3% -$133K 0.21% 128
2024
Q1
$4.08M Sell
8,967
-1,512
-14% -$688K 0.22% 123
2023
Q4
$4.75M Buy
10,479
+1,932
+23% +$876K 0.27% 101
2023
Q3
$3.5M Buy
8,547
+448
+6% +$183K 0.23% 113
2023
Q2
$3.73M Buy
8,099
+3,305
+69% +$1.52M 0.23% 115
2023
Q1
$2.27M Sell
4,794
-674
-12% -$319K 0.15% 181
2022
Q4
$2.66M Sell
5,468
-1,183
-18% -$576K 0.19% 158
2022
Q3
$2.57M Sell
6,651
-1,083
-14% -$418K 0.2% 128
2022
Q2
$3.33M Sell
7,734
-3,205
-29% -$1.38M 0.26% 93
2022
Q1
$4.83M Buy
10,939
+1,170
+12% +$516K 0.33% 80
2021
Q4
$3.47M Buy
9,769
+2,781
+40% +$988K 0.27% 107
2021
Q3
$2.41M Buy
6,988
+4,630
+196% +$1.6M 0.24% 124
2021
Q2
$892K Buy
2,358
+950
+67% +$359K 0.11% 207
2021
Q1
$520K Buy
1,408
+730
+108% +$270K 0.08% 230
2020
Q4
$241K Sell
678
-50
-7% -$17.8K 0.05% 267
2020
Q3
$279K Buy
728
+65
+10% +$24.9K 0.07% 217
2020
Q2
$242K Sell
663
-321
-33% -$117K 0.06% 196
2020
Q1
$333K Buy
984
+375
+62% +$127K 0.09% 176
2019
Q4
$237K Sell
609
-63
-9% -$24.5K 0.06% 230
2019
Q3
$263K Buy
+672
New +$263K 0.07% 223