GoalVest 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 | $1.61M | Buy |
3,472
+72
| +2% | +$33.3K | 0.4% | 43 |
|
|
2025
Q1 | $1.52M | Buy |
3,400
+823
| +32% | +$368K | 0.42% | 47 |
|
|
2024
Q4 | $1.25M | Sell |
2,577
-75
| -3% | -$36.4K | 0.34% | 54 |
|
|
2024
Q3 | $1.55M | Buy |
2,652
+52
| +2% | +$30.4K | 0.45% | 40 |
|
|
2024
Q2 | $1.21M | Sell |
2,600
-170
| -6% | -$79.4K | 0.39% | 45 |
|
|
2024
Q1 | $1.26M | Buy |
2,770
+298
| +12% | +$136K | 0.42% | 41 |
|
|
2023
Q4 | $1.12M | Buy |
2,472
+323
| +15% | +$146K | 0.49% | 31 |
|
|
2023
Q3 | $879K | Buy |
2,149
+185
| +9% | +$75.7K | 0.44% | 42 |
|
|
2023
Q2 | $904K | Sell |
1,964
-1,009
| -34% | -$465K | 0.47% | 40 |
|
|
2023
Q1 | $1.41M | Buy |
2,973
+47
| +2% | +$22.2K | 0.82% | 20 |
|
|
2022
Q4 | $1.42M | Buy |
2,926
+129
| +5% | +$62.8K | 0.92% | 19 |
|
|
2022
Q3 | $1.08M | Sell |
2,797
-253
| -8% | -$97.7K | 0.76% | 30 |
|
|
2022
Q2 | $1.27M | Buy |
3,050
+1,031
| +51% | +$428K | 0.8% | 35 |
|
|
2022
Q1 | $891K | Buy |
+2,019
| New | +$891K | 0.5% | 59 |
|
|
2021
Q2 | $1.55M | Buy |
4,102
+835
| +26% | +$316K | 0.96% | 27 |
|
|
2021
Q1 | $1.21M | Buy |
3,267
+621
| +23% | +$229K | 0.9% | 30 |
|
|
2020
Q4 | $939K | Buy |
+2,646
| New | +$939K | 0.79% | 38 |
|