Lipe & Dalton’s Lockheed Martin LMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.07M Hold
4,475
1.12% 33
2025
Q1
$2M Sell
4,475
-35
-0.8% -$15.6K 1.12% 34
2024
Q4
$2.19M Sell
4,510
-100
-2% -$48.6K 1.16% 32
2024
Q3
$2.7M Sell
4,610
-20
-0.4% -$11.7K 1.36% 28
2024
Q2
$2.16M Sell
4,630
-225
-5% -$105K 1.16% 33
2024
Q1
$2.21M Hold
4,855
1.14% 32
2023
Q4
$2.2M Sell
4,855
-30
-0.6% -$13.6K 1.19% 31
2023
Q3
$2M Sell
4,885
-10
-0.2% -$4.09K 1.2% 29
2023
Q2
$2.25M Sell
4,895
-120
-2% -$55.3K 1.28% 27
2023
Q1
$2.37M Sell
5,015
-30
-0.6% -$14.2K 1.36% 26
2022
Q4
$2.45M Sell
5,045
-30
-0.6% -$14.6K 1.41% 26
2022
Q3
$1.96M Hold
5,075
1.23% 28
2022
Q2
$2.18M Hold
5,075
1.28% 28
2022
Q1
$2.24M Buy
5,075
+295
+6% +$130K 1.09% 33
2021
Q4
$1.7M Buy
+4,780
New +$1.7M 0.8% 40
2014
Q1
Sell
-26,186
Closed -$3.89M 59
2013
Q4
$3.89M Sell
26,186
-616
-2% -$91.6K 2.66% 21
2013
Q3
$3.42M Buy
26,802
+2,120
+9% +$270K 2.51% 23
2013
Q2
$2.68M Buy
+24,682
New +$2.68M 2.22% 26