IAA
Independent Advisor Alliance’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.6M | Buy |
24,941
+1,285
| +5% | +$595K | 0.33% | 49 |
|
|
2025
Q1 | $10.6M | Buy |
23,656
+1,620
| +7% | +$724K | 0.35% | 46 |
|
|
2024
Q4 | $10.7M | Buy |
22,036
+879
| +4% | +$427K | 0.14% | 160 |
|
|
2024
Q3 | $12.4M | Sell |
21,157
-2,276
| -10% | -$1.33M | 0.45% | 37 |
|
|
2024
Q2 | $10.9M | Sell |
23,433
-1,111
| -5% | -$519K | 0.37% | 44 |
|
|
2024
Q1 | $11.2M | Buy |
24,544
+1,680
| +7% | +$764K | 0.4% | 49 |
|
|
2023
Q4 | $10.4M | Sell |
22,864
-1,255
| -5% | -$569K | 0.37% | 49 |
|
|
2023
Q3 | $9.86M | Buy |
24,119
+967
| +4% | +$395K | 0.45% | 45 |
|
|
2023
Q2 | $10.7M | Sell |
23,152
-408
| -2% | -$188K | 0.47% | 42 |
|
|
2023
Q1 | $11.1M | Sell |
23,560
-4,985
| -17% | -$2.36M | 0.54% | 38 |
|
|
2022
Q4 | $13.9K | Sell |
28,545
-514
| -2% | -$250 | ﹤0.01% | 160 |
|
|
2022
Q3 | $11.2M | Sell |
29,059
-192
| -0.7% | -$74.2K | 0.65% | 34 |
|
|
2022
Q2 | $12.6M | Buy |
29,251
+3,642
| +14% | +$1.57M | 0.7% | 32 |
|
|
2022
Q1 | $11.3M | Buy |
25,609
+1,562
| +6% | +$689K | 0.54% | 46 |
|
|
2021
Q4 | $8.55M | Buy |
24,047
+144
| +0.6% | +$51.2K | 0.42% | 63 |
|
|
2021
Q3 | $8.25M | Buy |
23,903
+466
| +2% | +$161K | 0.46% | 57 |
|
|
2021
Q2 | $8.87M | Buy |
23,437
+8,283
| +55% | +$3.13M | 0.49% | 51 |
|
|
2021
Q1 | $5.6M | Buy |
15,154
+3,394
| +29% | +$1.25M | 0.33% | 80 |
|
|
2020
Q4 | $4.18M | Sell |
11,760
-11,931
| -50% | -$4.24M | 0.28% | 88 |
|
|
2020
Q3 | $9.08M | Buy |
23,691
+13,020
| +122% | +$4.99M | 0.69% | 37 |
|
|
2020
Q2 | $3.89M | Buy |
10,671
+796
| +8% | +$290K | 0.42% | 48 |
|
|
2020
Q1 | $3.35M | Sell |
9,875
-7,557
| -43% | -$2.56M | 0.49% | 45 |
|
|
2019
Q4 | $6.79M | Sell |
17,432
-3,396
| -16% | -$1.32M | 0.3% | 78 |
|
|
2019
Q3 | $8.08M | Buy |
20,828
+661
| +3% | +$256K | 0.99% | 25 |
|
|
2019
Q2 | $5.78M | Sell |
20,167
-248
| -1% | -$71K | 0.84% | 26 |
|
|
2019
Q1 | $6.13M | Buy |
20,415
+303
| +2% | +$91K | 0.86% | 27 |
|
|
2018
Q4 | $5.38M | Sell |
20,112
-553
| -3% | -$148K | 0.95% | 25 |
|
|
2018
Q3 | $6.04M | Buy |
20,665
+2,050
| +11% | +$599K | 1.09% | 17 |
|
|
2018
Q2 | $4.57M | Buy |
18,615
+3,456
| +23% | +$849K | 0.95% | 25 |
|
|
2018
Q1 | $5.05M | Buy |
15,159
+789
| +5% | +$263K | 1.13% | 15 |
|
|
2017
Q4 | $4.72M | Buy |
14,370
+20
| +0.1% | +$6.56K | 1.05% | 23 |
|
|
2017
Q3 | $4.55M | Buy |
14,350
+1,872
| +15% | +$594K | 1.25% | 19 |
|
|
2017
Q2 | $3.56M | Buy |
12,478
+170
| +1% | +$48.5K | 1.13% | 21 |
|
|
2017
Q1 | $3.29M | Buy |
12,308
+1,864
| +18% | +$498K | 0.52% | 55 |
|
|
2016
Q4 | $2.69M | Buy |
+10,444
| New | +$2.69M | 1.15% | 23 |
|