JNBA Financial 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 | $51.9K | Sell |
112
-50
| -31% | -$23.2K | 0.01% | 286 |
|
|
2025
Q1 | $72.4K | Buy |
162
+45
| +38% | +$20.1K | 0.01% | 244 |
|
|
2024
Q4 | $56.9K | Hold |
117
| – | – | 0.01% | 271 |
|
|
2024
Q3 | $68.4K | Sell |
117
-31
| -21% | -$18.1K | 0.01% | 259 |
|
|
2024
Q2 | $69.1K | Hold |
148
| – | – | 0.01% | 258 |
|
|
2024
Q1 | $67.3K | Hold |
148
| – | – | 0.01% | 264 |
|
|
2023
Q4 | $67.1K | Sell |
148
-3
| -2% | -$1.36K | 0.01% | 260 |
|
|
2023
Q3 | $61.8K | Sell |
151
-2
| -1% | -$818 | 0.01% | 261 |
|
|
2023
Q2 | $70.4K | Sell |
153
-139
| -48% | -$64K | 0.01% | 258 |
|
|
2023
Q1 | $138K | Buy |
292
+128
| +78% | +$60.5K | 0.02% | 213 |
|
|
2022
Q4 | $79.8K | Hold |
164
| – | – | 0.01% | 248 |
|
|
2022
Q3 | $63K | Hold |
164
| – | – | 0.01% | 257 |
|
|
2022
Q2 | $71K | Buy |
164
+20
| +14% | +$8.66K | 0.01% | 251 |
|
|
2022
Q1 | $64K | Sell |
144
-10
| -6% | -$4.44K | 0.01% | 266 |
|
|
2021
Q4 | $55K | Buy |
154
+7
| +5% | +$2.5K | 0.01% | 293 |
|
|
2021
Q3 | $51K | Buy |
147
+37
| +34% | +$12.8K | 0.01% | 291 |
|
|
2021
Q2 | $42K | Sell |
110
-3
| -3% | -$1.15K | 0.01% | 309 |
|
|
2021
Q1 | $42K | Buy |
113
+48
| +74% | +$17.8K | 0.01% | 304 |
|
|
2020
Q4 | $23K | Hold |
65
| – | – | ﹤0.01% | 350 |
|
|
2020
Q3 | $25K | Buy |
65
+5
| +8% | +$1.92K | 0.01% | 312 |
|
|
2020
Q2 | $22K | Hold |
60
| – | – | ﹤0.01% | 320 |
|
|
2020
Q1 | $20K | Hold |
60
| – | – | ﹤0.01% | 307 |
|
|
2019
Q4 | $23K | Buy |
60
+5
| +9% | +$1.92K | ﹤0.01% | 335 |
|
|
2019
Q3 | $21K | Buy |
55
+10
| +22% | +$3.82K | ﹤0.01% | 331 |
|
|
2019
Q2 | $16K | Hold |
45
| – | – | ﹤0.01% | 377 |
|
|
2019
Q1 | $14K | Hold |
45
| – | – | ﹤0.01% | 370 |
|
|
2018
Q4 | $12K | Buy |
+45
| New | +$12K | ﹤0.01% | 357 |
|
|
2018
Q3 | – | Sell |
-45
| Closed | -$13K | – | 611 |
|
|
2018
Q2 | $13K | Hold |
45
| – | – | ﹤0.01% | 374 |
|
|
2018
Q1 | $15K | Buy |
45
+22
| +96% | +$7.33K | ﹤0.01% | 338 |
|
|
2017
Q4 | $7K | Hold |
23
| – | – | ﹤0.01% | 393 |
|
|
2017
Q3 | $7K | Hold |
23
| – | – | ﹤0.01% | 382 |
|
|
2017
Q2 | $6K | Sell |
23
-59
| -72% | -$15.4K | ﹤0.01% | 381 |
|
|
2017
Q1 | $22K | Hold |
82
| – | – | 0.01% | 280 |
|
|
2016
Q4 | $20K | Sell |
82
-548
| -87% | -$134K | ﹤0.01% | 298 |
|
|
2016
Q3 | $151K | Buy |
630
+548
| +668% | +$131K | 0.02% | 277 |
|
|
2016
Q2 | $20K | Hold |
82
| – | – | 0.01% | 291 |
|
|
2016
Q1 | $18K | Hold |
82
| – | – | 0.01% | 298 |
|
|
2015
Q4 | $18K | Buy |
82
+23
| +39% | +$5.05K | 0.01% | 294 |
|
|
2015
Q3 | $12K | Hold |
59
| – | – | 0.01% | 336 |
|
|
2015
Q2 | $11K | Hold |
59
| – | – | ﹤0.01% | 342 |
|
|
2015
Q1 | $12K | Hold |
59
| – | – | ﹤0.01% | 350 |
|
|
2014
Q4 | $11K | Hold |
59
| – | – | ﹤0.01% | 350 |
|
|
2014
Q3 | $11K | Hold |
59
| – | – | 0.01% | 356 |
|
|
2014
Q2 | $9K | Buy |
+59
| New | +$9K | ﹤0.01% | 361 |
|