Lake Street Advisors 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
Q4 | $3.29M | Buy |
6,778
+3,112
| +85% | +$1.51M | 0.15% | 89 |
|
|
2024
Q3 | $2.14M | Sell |
3,666
-3,088
| -46% | -$1.81M | 0.1% | 119 |
|
|
2024
Q2 | $3.15M | Buy |
6,754
+39
| +0.6% | +$18.2K | 0.15% | 89 |
|
|
2024
Q1 | $3.05M | Buy |
6,715
+67
| +1% | +$30.5K | 0.14% | 101 |
|
|
2023
Q4 | $3.01M | Buy |
+6,648
| New | +$3.01M | 0.15% | 94 |
|
|
2021
Q3 | – | Sell |
-918
| Closed | -$330K | – | 340 |
|
|
2021
Q2 | $330K | Sell |
918
-115
| -11% | -$41.3K | 0.02% | 228 |
|
|
2021
Q1 | $382K | Sell |
1,033
-32
| -3% | -$11.8K | 0.03% | 194 |
|
|
2020
Q4 | $378K | Sell |
1,065
-70
| -6% | -$24.8K | 0.03% | 185 |
|
|
2020
Q3 | $435K | Sell |
1,135
-80
| -7% | -$30.7K | 0.04% | 156 |
|
|
2020
Q2 | $443K | Sell |
1,215
-1
| -0.1% | -$365 | 0.04% | 145 |
|
|
2020
Q1 | $412K | Buy |
1,216
+486
| +67% | +$165K | 0.05% | 129 |
|
|
2019
Q4 | $284K | Sell |
730
-22
| -3% | -$8.56K | 0.03% | 193 |
|
|
2019
Q3 | $251K | Buy |
752
+164
| +28% | +$54.7K | 0.03% | 182 |
|
|
2019
Q2 | $214K | Buy |
+588
| New | +$214K | 0.02% | 204 |
|
|
2018
Q3 | – | Sell |
-4,457
| Closed | -$1.32M | – | 277 |
|
|
2018
Q2 | $1.32M | Buy |
4,457
+3,590
| +414% | +$1.06M | 0.13% | 56 |
|
|
2018
Q1 | $293K | Sell |
867
-834
| -49% | -$282K | 0.03% | 209 |
|
|
2017
Q4 | $546K | Buy |
+1,701
| New | +$546K | 0.06% | 130 |
|