Lee Financial Group Hawaii’s Lockheed Martin LMT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-415	Closed	-$202K	–	35
2022 Q4	$202K	Buy	+415	New	+$193K	0.2%	30
2020 Q2	–	Sell	-2,760	Closed	-$935K	–	42
2020 Q1	$935K	Sell	2,760 -2,778	-50%	-$1.09M	1.07%	17
2019 Q4	$2.16M	Buy	5,538 +41	+0.7%	+$15.7K	1.7%	20
2019 Q3	$2.14M	Sell	5,497 -30	-0.5%	-$11.3K	1.91%	19
2019 Q2	$2.01M	Sell	5,527 -32	-0.6%	-$10.7K	1.72%	21
2019 Q1	$1.67M	Sell	5,559 -304	-5%	-$89.2K	1.55%	14
2018 Q4	$1.53M	Sell	5,863 -341	-5%	-$103K	1.65%	16
2018 Q3	$2.15M	Sell	6,204 -383	-6%	-$124K	1.91%	19
2018 Q2	$1.95M	Sell	6,587 -99	-1%	-$31.9K	1.8%	19
2018 Q1	$2.26M	Buy	6,686 +7	+0.1%	+$2.38K	2.18%	19
2017 Q4	$2.14M	Buy	+6,679	New	+$2.11M	1.99%	21