Kowal Investment Group’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $938K | Buy |
1,605
+379
| +31% | +$222K | 0.17% | 81 |
|
|
2024
Q2 | $573K | Sell |
1,226
-96
| -7% | -$44.8K | 0.11% | 97 |
|
|
2024
Q1 | $601K | Buy |
1,322
+465
| +54% | +$211K | 0.13% | 91 |
|
|
2023
Q4 | $388K | Buy |
857
+302
| +54% | +$137K | 0.09% | 105 |
|
|
2023
Q3 | $227K | Sell |
555
-33
| -6% | -$13.5K | 0.06% | 136 |
|
|
2023
Q2 | $271K | Sell |
588
-62
| -10% | -$28.6K | 0.07% | 128 |
|
|
2023
Q1 | $307K | Sell |
650
-238
| -27% | -$113K | 0.09% | 113 |
|
|
2022
Q4 | $432K | Buy |
888
+31
| +4% | +$15.1K | 0.13% | 89 |
|
|
2022
Q3 | $331K | Buy |
857
+55
| +7% | +$21.2K | 0.11% | 94 |
|
|
2022
Q2 | $345K | Buy |
802
+243
| +43% | +$105K | 0.11% | 93 |
|
|
2022
Q1 | $247K | Buy |
+559
| New | +$247K | 0.08% | 110 |
|
|
2021
Q4 | – | Sell |
-434
| Closed | -$150K | – | 576 |
|
|
2021
Q3 | $150K | Buy |
+434
| New | +$150K | 0.05% | 114 |
|