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 |
|