Helen Stephens 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 | $467K | Sell |
1,008
-1,217
| -55% | -$563K | 0.12% | 60 |
|
|
2025
Q1 | $994K | Buy |
2,225
+30
| +1% | +$13.4K | 0.28% | 41 |
|
|
2024
Q4 | $1.07M | Sell |
2,195
-29
| -1% | -$14.1K | 0.32% | 40 |
|
|
2024
Q3 | $1.3M | Buy |
2,224
+11
| +0.5% | +$6.43K | 0.39% | 37 |
|
|
2024
Q2 | $1.03M | Hold |
2,213
| – | – | 0.36% | 38 |
|
|
2024
Q1 | $1.01M | Buy |
2,213
+23
| +1% | +$10.5K | 0.39% | 33 |
|
|
2023
Q4 | $992K | Buy |
2,190
+410
| +23% | +$186K | 0.44% | 31 |
|
|
2023
Q3 | $728K | Hold |
1,780
| – | – | 0.38% | 36 |
|
|
2023
Q2 | $819K | Hold |
1,780
| – | – | 0.41% | 35 |
|
|
2023
Q1 | $841K | Sell |
1,780
-4
| -0.2% | -$1.89K | 0.44% | 35 |
|
|
2022
Q4 | $868K | Sell |
1,784
-108
| -6% | -$52.5K | 0.52% | 33 |
|
|
2022
Q3 | $731K | Sell |
1,892
-35
| -2% | -$13.5K | 0.51% | 32 |
|
|
2022
Q2 | $828K | Buy |
1,927
+2
| +0.1% | +$859 | 0.59% | 27 |
|
|
2022
Q1 | $850K | Buy |
1,925
+155
| +9% | +$68.4K | 0.59% | 25 |
|
|
2021
Q4 | $629K | Buy |
+1,770
| New | +$629K | 0.5% | 26 |
|