Herold Advisors’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 | $1.2M | Sell |
2,582
-680
| -21% | -$315K | 0.25% | 104 |
|
|
2025
Q1 | $1.46M | Sell |
3,262
-38
| -1% | -$17K | 0.32% | 92 |
|
|
2024
Q4 | $1.6M | Sell |
3,300
-17
| -0.5% | -$8.26K | 0.35% | 79 |
|
|
2024
Q3 | $1.94M | Hold |
3,317
| – | – | 0.42% | 64 |
|
|
2024
Q2 | $1.55M | Sell |
3,317
-272
| -8% | -$127K | 0.36% | 75 |
|
|
2024
Q1 | $1.63M | Buy |
3,589
+141
| +4% | +$64.1K | 0.39% | 71 |
|
|
2023
Q4 | $1.56M | Hold |
3,448
| – | – | 0.43% | 70 |
|
|
2023
Q3 | $1.41M | Buy |
3,448
+274
| +9% | +$112K | 0.43% | 67 |
|
|
2023
Q2 | $1.46M | Buy |
3,174
+63
| +2% | +$29K | 0.45% | 66 |
|
|
2023
Q1 | $1.47M | Sell |
3,111
-141
| -4% | -$66.7K | 0.51% | 61 |
|
|
2022
Q4 | $1.58M | Hold |
3,252
| – | – | 0.67% | 47 |
|
|
2022
Q3 | $1.26M | Sell |
3,252
-23
| -0.7% | -$8.88K | 0.6% | 55 |
|
|
2022
Q2 | $1.41M | Hold |
3,275
| – | – | 0.63% | 50 |
|
|
2022
Q1 | $1.45M | Hold |
3,275
| – | – | 0.51% | 63 |
|
|
2021
Q4 | $1.16M | Hold |
3,275
| – | – | 0.45% | 78 |
|
|
2021
Q3 | $1.13M | Buy |
+3,275
| New | +$1.13M | 0.44% | 73 |
|