Live Oak Private Wealth’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-745
| Closed | -$288K | – | 175 |
|
|
2022
Q3 | $288K | Sell |
745
-4,265
| -85% | -$1.65M | 0.06% | 135 |
|
|
2022
Q2 | $2.15M | Buy |
5,010
+255
| +5% | +$110K | 0.45% | 64 |
|
|
2022
Q1 | $2.1M | Buy |
4,755
+892
| +23% | +$394K | 0.41% | 66 |
|
|
2021
Q4 | $1.37M | Buy |
3,863
+444
| +13% | +$158K | 0.26% | 79 |
|
|
2021
Q3 | $1.18M | Buy |
3,419
+763
| +29% | +$263K | 0.24% | 82 |
|
|
2021
Q2 | $1.01M | Buy |
2,656
+347
| +15% | +$131K | 0.22% | 87 |
|
|
2021
Q1 | $853K | Buy |
2,309
+1,213
| +111% | +$448K | 0.21% | 88 |
|
|
2020
Q4 | $389K | Buy |
1,096
+373
| +52% | +$132K | 0.11% | 113 |
|
|
2020
Q3 | $277K | Buy |
723
+100
| +16% | +$38.3K | 0.1% | 111 |
|
|
2020
Q2 | $227K | Buy |
+623
| New | +$227K | 0.08% | 120 |
|