Kozak & Associates’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 | $586K | Buy |
1,265
+9
| +0.7% | +$4.17K | 0.12% | 41 |
|
|
2025
Q1 | $597K | Buy |
1,256
+9
| +0.7% | +$4.28K | 0.15% | 36 |
|
|
2024
Q4 | $601K | Buy |
1,247
+20
| +2% | +$9.63K | 0.14% | 36 |
|
|
2024
Q3 | $752K | Buy |
1,227
+6
| +0.5% | +$3.68K | 0.18% | 29 |
|
|
2024
Q2 | $569K | Buy |
1,221
+8
| +0.7% | +$3.73K | 0.14% | 35 |
|
|
2024
Q1 | $564K | Buy |
1,213
+18
| +2% | +$8.36K | 0.15% | 38 |
|
|
2023
Q4 | $547K | Sell |
1,195
-4
| -0.3% | -$1.83K | 0.17% | 38 |
|
|
2023
Q3 | $481K | Buy |
1,199
+8
| +0.7% | +$3.21K | 0.18% | 43 |
|
|
2023
Q2 | $551K | Buy |
1,191
+8
| +0.7% | +$3.7K | 0.22% | 39 |
|
|
2023
Q1 | $559K | Buy |
1,183
+15
| +1% | +$7.09K | 0.25% | 37 |
|
|
2022
Q4 | $568K | Buy |
1,168
+32
| +3% | +$15.6K | 0.28% | 32 |
|
|
2022
Q3 | $467K | Buy |
1,136
+39
| +4% | +$16K | 0.29% | 34 |
|
|
2022
Q2 | $472K | Buy |
1,097
+14
| +1% | +$6.02K | 0.31% | 34 |
|
|
2022
Q1 | $481K | Hold |
1,083
| – | – | 0.31% | 37 |
|
|
2021
Q4 | $481K | Buy |
1,083
+17
| +2% | +$7.55K | 0.31% | 37 |
|
|
2021
Q3 | $363K | Buy |
+1,066
| New | +$363K | 0.21% | 50 |
|
|
2020
Q4 | $346K | Buy |
+1,027
| New | +$346K | 0.27% | 45 |
|