LA
Legacy Advisors’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-974
| Closed | -$435K | – | 235 |
|
|
2025
Q1 | $435K | Buy |
974
+104
| +12% | +$46.5K | 0.04% | 283 |
|
|
2024
Q4 | $423K | Sell |
870
-47
| -5% | -$22.8K | 0.04% | 271 |
|
|
2024
Q3 | $536K | Buy |
917
+227
| +33% | +$133K | 0.06% | 235 |
|
|
2024
Q2 | $322K | Buy |
690
+53
| +8% | +$24.8K | 0.04% | 241 |
|
|
2024
Q1 | $292K | Buy |
637
+58
| +10% | +$26.6K | 0.04% | 252 |
|
|
2023
Q4 | $262K | Buy |
+579
| New | +$262K | 0.03% | 262 |
|
|
2019
Q3 | – | Sell |
-98
| Closed | -$36K | – | 232 |
|
|
2019
Q2 | $36K | Sell |
98
-75
| -43% | -$27.6K | 0.02% | 225 |
|
|
2019
Q1 | $52K | Buy |
+173
| New | +$52K | 0.02% | 210 |
|
|
2018
Q4 | – | Sell |
-98
| Closed | -$34K | – | 266 |
|
|
2018
Q3 | $34K | Hold |
98
| – | – | 0.02% | 264 |
|
|
2018
Q2 | $29K | Hold |
98
| – | – | 0.02% | 228 |
|
|
2018
Q1 | $34K | Buy |
98
+8
| +9% | +$2.78K | 0.03% | 180 |
|
|
2017
Q4 | $28K | Hold |
90
| – | – | 0.03% | 159 |
|
|
2017
Q3 | $27K | Hold |
90
| – | – | 0.03% | 143 |
|
|
2017
Q2 | $24K | Hold |
90
| – | – | 0.03% | 128 |
|
|
2017
Q1 | $24K | Hold |
90
| – | – | 0.03% | 122 |
|
|
2016
Q4 | $22K | Buy |
+90
| New | +$22K | 0.03% | 142 |
|