LifeSteps Financial’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-485
| Closed | -$221K | – | 258 |
|
|
2024
Q1 | $221K | Hold |
485
| – | – | 0.17% | 77 |
|
|
2023
Q4 | $220K | Buy |
+485
| New | +$220K | 0.19% | 75 |
|
|
2023
Q2 | – | Sell |
-424
| Closed | -$200K | – | 73 |
|
|
2023
Q1 | $200K | Hold |
424
| – | – | 0.21% | 64 |
|
|
2022
Q4 | $206K | Buy |
+424
| New | +$206K | 0.21% | 69 |
|
|
2021
Q4 | – | Sell |
-653
| Closed | -$225K | – | 81 |
|
|
2021
Q3 | $225K | Sell |
653
-113
| -15% | -$38.9K | 0.17% | 79 |
|
|
2021
Q2 | $290K | Sell |
766
-58
| -7% | -$22K | 0.22% | 70 |
|
|
2021
Q1 | $304K | Hold |
824
| – | – | 0.25% | 67 |
|
|
2020
Q4 | $293K | Sell |
824
-86
| -9% | -$30.6K | 0.27% | 58 |
|
|
2020
Q3 | $349K | Hold |
910
| – | – | 0.37% | 46 |
|
|
2020
Q2 | $332K | Hold |
910
| – | – | 0.38% | 45 |
|
|
2020
Q1 | $308K | Hold |
910
| – | – | 0.35% | 54 |
|
|
2019
Q4 | $354K | Buy |
+910
| New | +$354K | 0.33% | 58 |
|