HAG
HighPoint Advisor Group’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.4M | Sell |
7,332
-203
| -3% | -$94K | 0.18% | 102 |
|
|
2025
Q1 | $3.59M | Buy |
7,535
+69
| +0.9% | +$32.8K | 0.21% | 85 |
|
|
2024
Q4 | $3.38M | Sell |
7,466
-467
| -6% | -$211K | 0.18% | 97 |
|
|
2024
Q3 | $4.64M | Sell |
7,933
-472
| -6% | -$276K | 0.27% | 64 |
|
|
2024
Q2 | $4.52M | Buy |
8,405
+940
| +13% | +$505K | 0.27% | 68 |
|
|
2024
Q1 | $3.51M | Buy |
7,465
+503
| +7% | +$237K | 0.25% | 67 |
|
|
2023
Q4 | $3.11M | Buy |
+6,962
| New | +$3.11M | 0.22% | 81 |
|
|
2022
Q2 | $2.63M | Buy |
+6,176
| New | +$2.63M | 0.29% | 69 |
|
|
2021
Q3 | $4.48M | Sell |
12,989
-947
| -7% | -$327K | 0.44% | 43 |
|
|
2021
Q2 | $5.27M | Buy |
13,936
+627
| +5% | +$237K | 0.53% | 39 |
|
|
2021
Q1 | $5.14M | Sell |
13,309
-120
| -0.9% | -$46.3K | 0.59% | 33 |
|
|
2020
Q4 | $4.6M | Buy |
13,429
+5,042
| +60% | +$1.73M | 0.56% | 32 |
|
|
2020
Q3 | $3.06M | Buy |
8,387
+3,665
| +78% | +$1.34M | 0.55% | 37 |
|
|
2020
Q2 | $1.7M | Buy |
4,722
+163
| +4% | +$58.8K | 0.36% | 62 |
|
|
2020
Q1 | $1.74M | Sell |
4,559
-524
| -10% | -$200K | 0.41% | 57 |
|
|
2019
Q4 | $2.17M | Sell |
5,083
-631
| -11% | -$269K | 0.45% | 55 |
|
|
2019
Q3 | $2.18M | Sell |
5,714
-103
| -2% | -$39.3K | 0.48% | 50 |
|
|
2019
Q2 | $2.08M | Buy |
5,817
+2,048
| +54% | +$732K | 0.49% | 50 |
|
|
2019
Q1 | $1.25M | Buy |
3,769
+212
| +6% | +$70.1K | 0.31% | 67 |
|
|
2018
Q4 | $1.09M | Buy |
3,557
+400
| +13% | +$122K | 0.29% | 80 |
|
|
2018
Q3 | $1.03M | Sell |
3,157
-96
| -3% | -$31.4K | 0.28% | 85 |
|
|
2018
Q2 | $1.06M | Buy |
3,253
+149
| +5% | +$48.6K | 0.29% | 90 |
|
|
2018
Q1 | $1M | Buy |
3,104
+293
| +10% | +$94.4K | 0.27% | 95 |
|
|
2017
Q4 | $985K | Buy |
2,811
+138
| +5% | +$48.4K | 0.28% | 89 |
|
|
2017
Q3 | $831K | Buy |
2,673
+95
| +4% | +$29.5K | 0.26% | 105 |
|
|
2017
Q2 | $766K | Hold |
2,578
| – | – | 0.25% | 100 |
|
|
2017
Q1 | $766K | Sell |
2,578
-6
| -0.2% | -$1.78K | 0.25% | 100 |
|
|
2016
Q4 | $694K | Buy |
2,584
+184
| +8% | +$49.4K | 0.22% | 123 |
|
|
2016
Q3 | $632K | Sell |
2,400
-2,252
| -48% | -$593K | 0.22% | 120 |
|
|
2016
Q2 | $1.21M | Buy |
4,652
+2,012
| +76% | +$525K | 0.43% | 59 |
|
|
2016
Q1 | $599K | Buy |
2,640
+295
| +13% | +$66.9K | 0.37% | 79 |
|
|
2015
Q4 | $497K | Buy |
2,345
+673
| +40% | +$143K | 0.33% | 95 |
|
|
2015
Q3 | $347K | Buy |
+1,672
| New | +$347K | 0.38% | 100 |
|