IFP 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 | $5.21M | Sell |
11,224
-71
| -0.6% | -$33K | 0.15% | 151 |
|
|
2025
Q1 | $5.06M | Buy |
11,295
+2,501
| +28% | +$1.12M | 0.16% | 145 |
|
|
2024
Q4 | $4.27M | Buy |
8,794
+926
| +12% | +$450K | 0.14% | 155 |
|
|
2024
Q3 | $4.6M | Sell |
7,868
-738
| -9% | -$431K | 0.17% | 133 |
|
|
2024
Q2 | $4.02M | Buy |
8,606
+3,418
| +66% | +$1.6M | 0.16% | 131 |
|
|
2024
Q1 | $2.36M | Sell |
5,188
-2,420
| -32% | -$1.1M | 0.1% | 219 |
|
|
2023
Q4 | $3.45M | Sell |
7,608
-504
| -6% | -$228K | 0.16% | 133 |
|
|
2023
Q3 | $3.32M | Buy |
8,112
+818
| +11% | +$335K | 0.15% | 134 |
|
|
2023
Q2 | $3.36M | Sell |
7,294
-710
| -9% | -$327K | 0.14% | 146 |
|
|
2023
Q1 | $2.06M | Sell |
8,004
-5,910
| -42% | -$1.52M | 0.09% | 223 |
|
|
2022
Q4 | $3.64M | Sell |
13,914
-95
| -0.7% | -$24.9K | 0.1% | 203 |
|
|
2022
Q3 | $3.67M | Buy |
14,009
+701
| +5% | +$184K | 0.1% | 225 |
|
|
2022
Q2 | $3.48M | Hold |
13,308
| – | – | 0.11% | 210 |
|
|
2022
Q1 | $3.48M | Buy |
13,308
+4,764
| +56% | +$1.25M | 0.11% | 210 |
|
|
2021
Q4 | $3.05M | Buy |
8,544
+607
| +8% | +$217K | 0.06% | 186 |
|
|
2021
Q3 | $2.74M | Buy |
7,937
+1,665
| +27% | +$574K | 0.05% | 196 |
|
|
2021
Q2 | $2.38M | Sell |
6,272
-1,172
| -16% | -$445K | 0.05% | 215 |
|
|
2021
Q1 | $2.75M | Buy |
7,444
+815
| +12% | +$301K | 0.05% | 175 |
|
|
2020
Q4 | $2.35M | Buy |
6,629
+714
| +12% | +$253K | 0.1% | 187 |
|
|
2020
Q3 | $2.27M | Buy |
5,915
+158
| +3% | +$60.5K | 0.14% | 152 |
|
|
2020
Q2 | $2.12M | Sell |
5,757
-24
| -0.4% | -$8.83K | 0.17% | 135 |
|
|
2020
Q1 | $2.04M | Sell |
5,781
-392
| -6% | -$138K | 0.21% | 115 |
|
|
2019
Q4 | $2.44M | Sell |
6,173
-701
| -10% | -$277K | 0.18% | 130 |
|
|
2019
Q3 | $2.67M | Buy |
+6,874
| New | +$2.67M | 0.18% | 128 |
|
|
2019
Q1 | $697K | Sell |
2,310
-5,964
| -72% | -$1.8M | 0.1% | 222 |
|
|
2018
Q4 | $2.16M | Sell |
8,274
-2,691
| -25% | -$703K | 0.13% | 175 |
|
|
2018
Q3 | $3.79M | Sell |
10,965
-1,730
| -14% | -$598K | 0.15% | 155 |
|
|
2018
Q2 | $3.75M | Buy |
12,695
+29
| +0.2% | +$8.57K | 0.16% | 152 |
|
|
2018
Q1 | $4.07M | Hold |
12,666
| – | – | 0.18% | 126 |
|
|
2017
Q4 | $4.07M | Sell |
12,666
-1,994
| -14% | -$640K | 0.18% | 126 |
|
|
2017
Q3 | $4.55M | Buy |
14,660
+483
| +3% | +$150K | 0.18% | 122 |
|
|
2017
Q2 | $3.94M | Sell |
14,177
-2,594
| -15% | -$720K | 0.17% | 130 |
|
|
2017
Q1 | $4.49M | Buy |
16,771
+4,281
| +34% | +$1.15M | 0.2% | 112 |
|
|
2016
Q4 | $3.12M | Buy |
12,490
+3,460
| +38% | +$865K | 0.15% | 151 |
|
|
2016
Q3 | $2.17M | Sell |
9,030
-1,014
| -10% | -$243K | 0.11% | 206 |
|
|
2016
Q2 | $2.49M | Buy |
10,044
+7,734
| +335% | +$1.92M | 0.14% | 156 |
|
|
2016
Q1 | $697K | Sell |
2,310
-4,538
| -66% | -$1.37M | 0.1% | 222 |
|
|
2015
Q4 | $1.49M | Buy |
+6,848
| New | +$1.49M | 0.1% | 220 |
|