Lee Financial’s Lockheed Martin LMT Stock Holding History

Lee Financial’s Portfolio LMT Stock Details LMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-532	Closed	-$259K	–	166
2024 Q4	$259K	Sell	532 -52	-9%	-$25.3K	0.04%	159
2024 Q3	$341K	Buy	+584	New	+$341K	0.05%	136
2024 Q1	–	Sell	-361	Closed	-$164K	–	536
2023 Q4	$164K	Sell	361 -10	-3%	-$4.53K	0.03%	149
2023 Q3	$152K	Buy	371 +8	+2%	+$3.27K	0.03%	140
2023 Q2	$167K	Sell	363 -18	-5%	-$8.29K	0.03%	136
2023 Q1	$180K	Sell	381 -133	-26%	-$62.9K	0.03%	135
2022 Q4	$250K	Sell	514 -3	-0.6%	-$1.46K	0.04%	129
2022 Q3	$199K	Buy	517 +9	+2%	+$3.46K	0.04%	145
2022 Q2	$219K	Buy	508 +31	+6%	+$13.4K	0.04%	138
2022 Q1	$210K	Buy	477 +375	+368%	+$165K	0.04%	141
2021 Q4	$36K	Sell	102 -4,637	-98%	-$1.64M	0.01%	289
2021 Q3	$1.64M	Buy	4,739 +27	+0.6%	+$9.32K	0.34%	41
2021 Q2	$1.78M	Sell	4,712 -216	-4%	-$81.7K	0.38%	36
2021 Q1	$1.82M	Sell	4,928 -49	-1%	-$18.1K	0.43%	34
2020 Q4	$1.77M	Sell	4,977 -43	-0.9%	-$15.3K	0.46%	35
2020 Q3	$1.92M	Sell	5,020 -10	-0.2%	-$3.83K	0.54%	30
2020 Q2	$1.84M	Sell	5,030 -65	-1%	-$23.7K	0.51%	34
2020 Q1	$1.73M	Buy	5,095 +335	+7%	+$114K	0.57%	28
2019 Q4	$1.85M	Buy	4,760 +75	+2%	+$29.2K	0.4%	33
2019 Q3	$1.83M	Buy	4,685 +26	+0.6%	+$10.1K	0.41%	34
2019 Q2	$1.69M	Sell	4,659 -4	-0.1%	-$1.45K	0.38%	36
2019 Q1	$1.4M	Buy	4,663 +15	+0.3%	+$4.5K	0.33%	42
2018 Q4	$1.22M	Sell	4,648 -1,044	-18%	-$273K	0.33%	44
2018 Q3	$1.97M	Sell	5,692 -126	-2%	-$43.6K	0.48%	28
2018 Q2	$1.72M	Buy	5,818 +63	+1%	+$18.6K	0.41%	37
2018 Q1	$1.95M	Sell	5,755 -455	-7%	-$154K	0.49%	30
2017 Q4	$1.99M	Sell	6,210 -117	-2%	-$37.6K	0.58%	30
2017 Q3	$1.96M	Buy	6,327 +7	+0.1%	+$2.17K	0.63%	28
2017 Q2	$1.76M	Buy	6,320 +72	+1%	+$20K	0.65%	28
2017 Q1	$1.67M	Sell	6,248 -138	-2%	-$36.9K	0.67%	28
2016 Q4	$1.6M	Buy	+6,386	New	+$1.6M	0.89%	22