Greystone Financial Group’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 | $13.4M | Sell |
28,846
-601
| -2% | -$278K | 2.2% | 14 |
|
|
2025
Q1 | $13.2M | Buy |
29,447
+422
| +1% | +$189K | 2.39% | 12 |
|
|
2024
Q4 | $14.1M | Buy |
29,025
+3,816
| +15% | +$1.85M | 2.45% | 13 |
|
|
2024
Q3 | $14.7M | Sell |
25,209
-2,085
| -8% | -$1.22M | 2.63% | 8 |
|
|
2024
Q2 | $12.7M | Sell |
27,294
-193
| -0.7% | -$90.2K | 2.49% | 9 |
|
|
2024
Q1 | $12.5M | Buy |
27,487
+4,260
| +18% | +$1.94M | 2.5% | 9 |
|
|
2023
Q4 | $10.5M | Sell |
23,227
-355
| -2% | -$161K | 2.44% | 9 |
|
|
2023
Q3 | $9.64M | Buy |
23,582
+2,541
| +12% | +$1.04M | 2.41% | 11 |
|
|
2023
Q2 | $9.69M | Buy |
21,041
+1,616
| +8% | +$744K | 2.25% | 10 |
|
|
2023
Q1 | $9.18M | Sell |
19,425
-973
| -5% | -$460K | 2.32% | 10 |
|
|
2022
Q4 | $9.92M | Sell |
20,398
-345
| -2% | -$168K | 2.92% | 6 |
|
|
2022
Q3 | $8.01M | Sell |
20,743
-2,042
| -9% | -$789K | 2.72% | 6 |
|
|
2022
Q2 | $9.8M | Sell |
22,785
-172
| -0.7% | -$74K | 3.05% | 3 |
|
|
2022
Q1 | $10.1M | Sell |
22,957
-6,059
| -21% | -$2.67M | 2.56% | 6 |
|
|
2021
Q4 | $10.3M | Buy |
+29,016
| New | +$10.3M | 2.47% | 7 |
|
|
2021
Q1 | – | Sell |
-16,220
| Closed | -$5.48M | – | 102 |
|
|
2020
Q4 | $5.48M | Buy |
+16,220
| New | +$5.48M | 1.49% | 32 |
|