Keystone Financial Services (Colorado)’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-413
| Closed | -$241K | – | 106 |
|
|
2024
Q3 | $241K | Sell |
413
-307
| -43% | -$179K | 0.09% | 80 |
|
|
2024
Q2 | $336K | Buy |
720
+34
| +5% | +$15.9K | 0.14% | 67 |
|
|
2024
Q1 | $312K | Buy |
686
+1
| +0.1% | +$455 | 0.14% | 71 |
|
|
2023
Q4 | $311K | Hold |
685
| – | – | 0.15% | 62 |
|
|
2023
Q3 | $280K | Sell |
685
-369
| -35% | -$151K | 0.15% | 60 |
|
|
2023
Q2 | $485K | Sell |
1,054
-56
| -5% | -$25.8K | 0.25% | 43 |
|
|
2023
Q1 | $525K | Buy |
1,110
+12
| +1% | +$5.67K | 0.28% | 39 |
|
|
2022
Q4 | $509K | Sell |
1,098
-207
| -16% | -$95.9K | 0.27% | 43 |
|
|
2022
Q3 | $616K | Sell |
1,305
-49
| -4% | -$23.1K | 0.36% | 33 |
|
|
2022
Q2 | $581K | Buy |
1,354
+32
| +2% | +$13.7K | 0.32% | 38 |
|
|
2022
Q1 | $581K | Buy |
1,322
+62
| +5% | +$27.2K | 0.33% | 35 |
|
|
2021
Q4 | $448K | Buy |
+1,260
| New | +$448K | 0.23% | 51 |
|