Kays Financial Advisory’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $443K | Hold |
1,155
| – | – | 0.07% | 66 |
|
|
2020
Q2 | $421K | Hold |
1,155
| – | – | 0.07% | 67 |
|
|
2020
Q1 | $391K | Hold |
1,155
| – | – | 0.08% | 63 |
|
|
2019
Q4 | $450K | Sell |
1,155
-853
| -42% | -$332K | 0.08% | 65 |
|
|
2019
Q3 | $784K | Buy |
2,008
+11
| +0.6% | +$4.3K | 0.14% | 61 |
|
|
2019
Q2 | $726K | Buy |
1,997
+1
| +0.1% | +$364 | 0.13% | 62 |
|
|
2019
Q1 | $599K | Buy |
1,996
+806
| +68% | +$242K | 0.12% | 64 |
|
|
2018
Q4 | $312K | Buy |
+1,190
| New | +$312K | 0.07% | 84 |
|
|
2018
Q1 | – | Sell |
-1,973
| Closed | -$633K | – | 81 |
|
|
2017
Q4 | $633K | Sell |
1,973
-89
| -4% | -$28.6K | 0.19% | 54 |
|
|
2017
Q3 | $640K | Buy |
2,062
+528
| +34% | +$164K | 0.2% | 55 |
|
|
2017
Q2 | $426K | Sell |
1,534
-107
| -7% | -$29.7K | 0.14% | 57 |
|
|
2017
Q1 | $439K | Buy |
1,641
+133
| +9% | +$35.6K | 0.16% | 58 |
|
|
2016
Q4 | $377K | Buy |
+1,508
| New | +$377K | 0.15% | 58 |
|
|
2016
Q1 | – | Sell |
-1,076
| Closed | -$234K | – | 66 |
|
|
2015
Q4 | $234K | Hold |
1,076
| – | – | 0.12% | 55 |
|
|
2015
Q3 | $223K | Hold |
1,076
| – | – | 0.13% | 57 |
|
|
2015
Q2 | $200K | Hold |
1,076
| – | – | 0.12% | 60 |
|
|
2015
Q1 | $218K | Buy |
+1,076
| New | +$218K | 0.13% | 60 |
|