Krilogy Financial’s Lockheed Martin LMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-4,894
Closed -$2.31M 312
2023
Q1
$2.31M Buy
4,894
+32
+0.7% +$15.1K 0.19% 99
2022
Q4
$2.37M Buy
4,862
+2
+0% +$973 0.23% 76
2022
Q3
$1.88M Buy
4,860
+111
+2% +$42.9K 0.22% 73
2022
Q2
$2.04M Buy
4,749
+158
+3% +$67.9K 0.24% 68
2022
Q1
$2.03M Buy
4,591
+67
+1% +$29.6K 0.21% 78
2021
Q4
$1.61M Hold
4,524
0.16% 89
2021
Q3
$1.56M Sell
4,524
-42
-0.9% -$14.5K 0.16% 95
2021
Q2
$1.73M Buy
4,566
+69
+2% +$26.1K 0.17% 84
2021
Q1
$1.66M Buy
4,497
+114
+3% +$42.1K 0.18% 78
2020
Q4
$1.56M Buy
4,383
+50
+1% +$17.8K 0.19% 78
2020
Q3
$1.66M Buy
4,333
+32
+0.7% +$12.3K 0.23% 68
2020
Q2
$1.57M Buy
4,301
+111
+3% +$40.5K 0.24% 59
2020
Q1
$1.42M Sell
4,190
-12
-0.3% -$4.07K 0.27% 60
2019
Q4
$1.64M Sell
4,202
-500
-11% -$195K 0.27% 67
2019
Q3
$1.83M Hold
4,702
0.33% 63
2019
Q2
$1.71M Sell
4,702
-19
-0.4% -$6.91K 0.33% 66
2019
Q1
$1.42M Buy
4,721
+19
+0.4% +$5.7K 0.3% 66
2018
Q4
$1.23M Hold
4,702
0.34% 43
2018
Q3
$1.63M Hold
4,702
0.37% 41
2018
Q2
$1.39M Sell
4,702
-21,335
-82% -$6.3M 0.35% 43
2018
Q1
$8.8M Buy
26,037
+56
+0.2% +$18.9K 2.1% 12
2017
Q4
$8.34M Buy
25,981
+110
+0.4% +$35.3K 2.01% 13
2017
Q3
$8.03M Buy
25,871
+25,649
+11,554% +$7.96M 2.05% 13
2017
Q2
$62K Buy
222
+126
+131% +$35.2K 0.02% 282
2017
Q1
$24K Hold
96
0.01% 395
2016
Q4
$24K Buy
+96
New +$24K 0.01% 395