KFP
Keystone Financial Planning’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $897K | Hold |
1,936
| – | – | 0.27% | 33 |
|
|
2025
Q1 | $865K | Hold |
1,936
| – | – | 0.26% | 35 |
|
|
2024
Q4 | $941K | Hold |
1,936
| – | – | 0.29% | 35 |
|
|
2024
Q3 | $1.13M | Sell |
1,936
-2
| -0.1% | -$1.17K | 0.34% | 34 |
|
|
2024
Q2 | $905K | Hold |
1,938
| – | – | 0.3% | 35 |
|
|
2024
Q1 | $882K | Sell |
1,938
-237
| -11% | -$108K | 0.29% | 36 |
|
|
2023
Q4 | $986K | Buy |
2,175
+85
| +4% | +$38.5K | 0.33% | 36 |
|
|
2023
Q3 | $855K | Hold |
2,090
| – | – | 0.3% | 36 |
|
|
2023
Q2 | $962K | Sell |
2,090
-84
| -4% | -$38.7K | 0.32% | 36 |
|
|
2023
Q1 | $1.03M | Sell |
2,174
-59
| -3% | -$27.9K | 0.35% | 37 |
|
|
2022
Q4 | $1.09M | Hold |
2,233
| – | – | 0.37% | 36 |
|
|
2022
Q3 | $863K | Buy |
2,233
+45
| +2% | +$17.4K | 0.33% | 37 |
|
|
2022
Q2 | $941K | Hold |
2,188
| – | – | 0.33% | 37 |
|
|
2022
Q1 | $966K | Sell |
2,188
-2,523
| -54% | -$1.11M | 0.32% | 37 |
|
|
2021
Q4 | $1.67M | Buy |
4,711
+2,365
| +101% | +$840K | 0.57% | 34 |
|
|
2021
Q3 | $810K | Buy |
2,346
+32
| +1% | +$11K | 0.29% | 33 |
|
|
2021
Q2 | $876K | Hold |
2,314
| – | – | 0.32% | 32 |
|
|
2021
Q1 | $855K | Hold |
2,314
| – | – | 0.32% | 32 |
|
|
2020
Q4 | $821K | Hold |
2,314
| – | – | 0.34% | 31 |
|
|
2020
Q3 | $887K | Hold |
2,314
| – | – | 0.43% | 32 |
|
|
2020
Q2 | $844K | Hold |
2,314
| – | – | 0.42% | 38 |
|
|
2020
Q1 | $784K | Sell |
2,314
-278
| -11% | -$94.2K | 0.45% | 35 |
|
|
2019
Q4 | $1.01M | Sell |
2,592
-321
| -11% | -$125K | 0.45% | 39 |
|
|
2019
Q3 | $1.14M | Sell |
2,913
-755
| -21% | -$294K | 0.54% | 38 |
|
|
2019
Q2 | $1.33M | Sell |
3,668
-1,571
| -30% | -$571K | 0.65% | 39 |
|
|
2019
Q1 | $1.57M | Buy |
5,239
+1,150
| +28% | +$345K | 0.78% | 37 |
|
|
2018
Q4 | $1.07M | Buy |
4,089
+836
| +26% | +$219K | 0.6% | 37 |
|
|
2018
Q3 | $1.13M | Hold |
3,253
| – | – | 0.57% | 37 |
|
|
2018
Q2 | $961K | Sell |
3,253
-36
| -1% | -$10.6K | 0.53% | 38 |
|
|
2018
Q1 | $1.11M | Sell |
3,289
-10,833
| -77% | -$3.66M | 0.62% | 38 |
|
|
2017
Q4 | $4.53M | Buy |
14,122
+12
| +0.1% | +$3.85K | 2.42% | 21 |
|
|
2017
Q3 | $4.38M | Buy |
14,110
+219
| +2% | +$68K | 2.48% | 21 |
|
|
2017
Q2 | $3.86M | Sell |
13,891
-23
| -0.2% | -$6.39K | 2.34% | 23 |
|
|
2017
Q1 | $3.72M | Sell |
13,914
-31
| -0.2% | -$8.3K | 2.31% | 24 |
|
|
2016
Q4 | $3.49M | Sell |
13,945
-244
| -2% | -$61K | 2.28% | 26 |
|
|
2016
Q3 | $3.4M | Buy |
14,189
+164
| +1% | +$39.3K | 2.23% | 25 |
|
|
2016
Q2 | $3.48M | Sell |
14,025
-1,087
| -7% | -$270K | 2.36% | 22 |
|
|
2016
Q1 | $3.35M | Buy |
15,112
+11,975
| +382% | +$2.65M | 2.4% | 24 |
|
|
2015
Q4 | $681K | Buy |
+3,137
| New | +$681K | 0.52% | 35 |
|
|
2015
Q1 | – | Sell |
-42,550
| Closed | -$8.19M | – | 46 |
|
|
2014
Q4 | $8.19M | Sell |
42,550
-170
| -0.4% | -$32.7K | 6.04% | 1 |
|
|
2014
Q3 | $7.81M | Buy |
42,720
+69
| +0.2% | +$12.6K | 5.89% | 1 |
|
|
2014
Q2 | $6.86M | Buy |
42,651
+38
| +0.1% | +$6.11K | 5.16% | 1 |
|
|
2014
Q1 | $6.96M | Sell |
42,613
-1,286
| -3% | -$210K | 5.39% | 1 |
|
|
2013
Q4 | $6.53M | Buy |
+43,899
| New | +$6.53M | 5.22% | 1 |
|