HSA
HBK Sorce Advisory’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.22M | Buy |
17,755
+192
| +1% | +$88.9K | 0.22% | 42 |
|
|
2025
Q1 | $7.85M | Buy |
17,563
+231
| +1% | +$103K | 0.23% | 43 |
|
|
2024
Q4 | $8.42M | Sell |
17,332
-277
| -2% | -$135K | 0.25% | 39 |
|
|
2024
Q3 | $10.3M | Sell |
17,609
-297
| -2% | -$174K | 0.31% | 33 |
|
|
2024
Q2 | $8.36M | Buy |
17,906
+321
| +2% | +$150K | 0.29% | 38 |
|
|
2024
Q1 | $8M | Sell |
17,585
-131
| -0.7% | -$59.6K | 0.28% | 42 |
|
|
2023
Q4 | $8.03M | Buy |
17,716
+142
| +0.8% | +$64.4K | 0.31% | 34 |
|
|
2023
Q3 | $7.19M | Sell |
17,574
-83
| -0.5% | -$33.9K | 0.32% | 40 |
|
|
2023
Q2 | $8.13M | Buy |
17,657
+10,626
| +151% | +$4.89M | 0.34% | 34 |
|
|
2023
Q1 | $3.32M | Sell |
7,031
-8,975
| -56% | -$4.24M | 0.15% | 88 |
|
|
2022
Q4 | $7.79M | Buy |
16,006
+9,696
| +154% | +$4.72M | 0.21% | 66 |
|
|
2022
Q3 | $2.44M | Buy |
6,310
+1,923
| +44% | +$743K | 0.16% | 98 |
|
|
2022
Q2 | $1.89M | Sell |
4,387
-3,503
| -44% | -$1.51M | 0.14% | 114 |
|
|
2022
Q1 | $3.48M | Sell |
7,890
-1,388
| -15% | -$613K | 0.19% | 82 |
|
|
2021
Q4 | $3.3M | Buy |
9,278
+428
| +5% | +$152K | 0.17% | 92 |
|
|
2021
Q3 | $3.06M | Buy |
8,850
+61
| +0.7% | +$21.1K | 0.17% | 95 |
|
|
2021
Q2 | $3.33M | Buy |
8,789
+535
| +6% | +$203K | 0.18% | 87 |
|
|
2021
Q1 | $3.05M | Sell |
8,254
-112
| -1% | -$41.4K | 0.18% | 85 |
|
|
2020
Q4 | $2.97M | Sell |
8,366
-258
| -3% | -$91.6K | 0.18% | 80 |
|
|
2020
Q3 | $3.31M | Sell |
8,624
-465
| -5% | -$178K | 0.23% | 57 |
|
|
2020
Q2 | $3.32M | Buy |
9,089
+256
| +3% | +$93.5K | 0.25% | 62 |
|
|
2020
Q1 | $3M | Buy |
8,833
+42
| +0.5% | +$14.2K | 0.29% | 51 |
|
|
2019
Q4 | $3.42M | Sell |
8,791
-44
| -0.5% | -$17.1K | 0.3% | 63 |
|
|
2019
Q3 | $3.45M | Buy |
8,835
+47
| +0.5% | +$18.3K | 0.33% | 59 |
|
|
2019
Q2 | $3.2M | Sell |
8,788
-1,014
| -10% | -$369K | 0.31% | 66 |
|
|
2019
Q1 | $2.94M | Buy |
9,802
+40
| +0.4% | +$12K | 0.29% | 74 |
|
|
2018
Q4 | $2.56M | Sell |
9,762
-290
| -3% | -$76K | 0.29% | 75 |
|
|
2018
Q3 | $3.48M | Buy |
10,052
+114
| +1% | +$39.4K | 0.39% | 48 |
|
|
2018
Q2 | $2.94M | Buy |
9,938
+701
| +8% | +$207K | 0.34% | 55 |
|
|
2018
Q1 | $3.12M | Sell |
9,237
-137
| -1% | -$46.3K | 0.39% | 48 |
|
|
2017
Q4 | $3.01M | Buy |
9,374
+1,546
| +20% | +$496K | 0.36% | 51 |
|
|
2017
Q3 | $2.43M | Buy |
7,828
+1,196
| +18% | +$371K | 0.37% | 44 |
|
|
2017
Q2 | $1.84M | Buy |
6,632
+475
| +8% | +$132K | 0.3% | 53 |
|
|
2017
Q1 | $1.65M | Sell |
6,157
-158
| -3% | -$42.3K | 0.28% | 33 |
|
|
2016
Q4 | $1.58M | Buy |
6,315
+110
| +2% | +$27.5K | 0.29% | 59 |
|
|
2016
Q3 | $1.49M | Buy |
6,205
+29
| +0.5% | +$6.95K | 0.3% | 59 |
|
|
2016
Q2 | $1.53M | Buy |
6,176
+156
| +3% | +$38.7K | 0.33% | 49 |
|
|
2016
Q1 | $1.33M | Buy |
6,020
+3,925
| +187% | +$870K | 0.31% | 51 |
|
|
2015
Q4 | $455K | Buy |
2,095
+703
| +51% | +$153K | 0.12% | 124 |
|
|
2015
Q3 | $289K | Buy |
1,392
+96
| +7% | +$19.9K | 0.09% | 145 |
|
|
2015
Q2 | $241K | Buy |
1,296
+1
| +0.1% | +$186 | 0.08% | 167 |
|
|
2015
Q1 | $263K | Hold |
1,295
| – | – | 0.09% | 130 |
|
|
2014
Q4 | $249K | Buy |
1,295
+36
| +3% | +$6.92K | 0.09% | 159 |
|
|
2014
Q3 | $230K | Sell |
1,259
-218
| -15% | -$39.8K | 0.08% | 163 |
|
|
2014
Q2 | $237K | Sell |
1,477
-1
| -0.1% | -$160 | 0.08% | 163 |
|
|
2014
Q1 | $241K | Buy |
+1,478
| New | +$241K | 0.09% | 153 |
|