Kapstone 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 | $528K | Hold |
1,141
| – | – | 0.26% | 57 |
|
|
2025
Q1 | $510K | Sell |
1,141
-300
| -21% | -$134K | 0.29% | 56 |
|
|
2024
Q4 | $655K | Buy |
1,441
+28
| +2% | +$12.7K | 0.35% | 48 |
|
|
2024
Q3 | $823K | Hold |
1,413
| – | – | 0.5% | 37 |
|
|
2024
Q2 | $660K | Buy |
1,413
+59
| +4% | +$27.6K | 0.43% | 41 |
|
|
2024
Q1 | $616K | Sell |
1,354
-25
| -2% | -$11.4K | 0.42% | 47 |
|
|
2023
Q4 | $594K | Sell |
1,379
-40
| -3% | -$17.2K | 0.47% | 42 |
|
|
2023
Q3 | $580K | Buy |
1,419
+78
| +6% | +$31.9K | 0.52% | 37 |
|
|
2023
Q2 | $605K | Buy |
1,341
+149
| +13% | +$67.2K | 0.5% | 41 |
|
|
2023
Q1 | $587K | Hold |
1,192
| – | – | 0.53% | 41 |
|
|
2022
Q4 | $545K | Buy |
+1,192
| New | +$545K | 0.5% | 44 |
|