Lee Financial Group Hawaii’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-415
| Closed | -$202K | – | 35 |
|
|
2022
Q4 | $202K | Buy |
+415
| New | +$202K | 0.2% | 30 |
|
|
2020
Q2 | – | Sell |
-2,760
| Closed | -$935K | – | 42 |
|
|
2020
Q1 | $935K | Sell |
2,760
-2,778
| -50% | -$941K | 1.07% | 17 |
|
|
2019
Q4 | $2.16M | Buy |
5,538
+41
| +0.7% | +$16K | 1.7% | 20 |
|
|
2019
Q3 | $2.14M | Sell |
5,497
-30
| -0.5% | -$11.7K | 1.91% | 19 |
|
|
2019
Q2 | $2.01M | Sell |
5,527
-32
| -0.6% | -$11.6K | 1.72% | 21 |
|
|
2019
Q1 | $1.67M | Sell |
5,559
-304
| -5% | -$91.3K | 1.55% | 14 |
|
|
2018
Q4 | $1.54M | Sell |
5,863
-341
| -5% | -$89.3K | 1.65% | 16 |
|
|
2018
Q3 | $2.15M | Sell |
6,204
-383
| -6% | -$132K | 1.91% | 19 |
|
|
2018
Q2 | $1.95M | Sell |
6,587
-99
| -1% | -$29.2K | 1.8% | 19 |
|
|
2018
Q1 | $2.26M | Buy |
6,686
+7
| +0.1% | +$2.37K | 2.18% | 19 |
|
|
2017
Q4 | $2.14M | Buy |
+6,679
| New | +$2.14M | 1.99% | 21 |
|