Mark Sheptoff Financial Planning’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $833K | Sell |
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|
2025
Q2 | $1.18M | Hold |
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|
2025
Q1 | $1.14M | Hold |
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|
2024
Q4 | $1.24M | Sell |
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|
2024
Q3 | $1.75M | Buy |
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|
2024
Q2 | $1.18M | Sell |
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|
2024
Q1 | $1.24M | Sell |
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|
2023
Q4 | $1.23M | Hold |
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|
2023
Q3 | $1.11M | Hold |
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|
2023
Q2 | $1.25M | Hold |
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|
2023
Q1 | $1.29M | Buy |
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|
2022
Q4 | $1.32M | Hold |
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|
2022
Q3 | $1.05M | Hold |
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|
2022
Q2 | $1.17M | Hold |
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|
2022
Q1 | $1.2M | Sell |
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|
2021
Q4 | $1M | Buy |
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|
2021
Q3 | $835K | Hold |
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|
2021
Q2 | $915K | Sell |
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|
2021
Q1 | $949K | Sell |
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|
2020
Q4 | $1.4M | Buy |
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|
2020
Q3 | $1.49M | Buy |
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|
2020
Q2 | $1.31M | Sell |
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|
2020
Q1 | $1.31M | Hold |
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|
2019
Q4 | $1.5M | Hold |
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|
2019
Q3 | $1.5M | Buy |
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|
2019
Q2 | $1.38M | Sell |
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|
2019
Q1 | $1.16M | Buy |
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|
2018
Q4 | $1M | Sell |
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|
2018
Q3 | $1.4M | Buy |
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|
2018
Q2 | $1M | Hold |
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|
2018
Q1 | $1.14M | Sell |
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|
2017
Q4 | $1.12M | Hold |
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|
2017
Q3 | $1.08M | Hold |
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|
2017
Q2 | $968K | Sell |
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|
2017
Q1 | $933K | Buy |
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|
2016
Q4 | $871K | Buy |
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|
2016
Q3 | $596K | Buy |
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|
2016
Q2 | $605K | Buy |
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|
2016
Q1 | $535K | Sell |
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|
2015
Q4 | $568K | Buy |
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|
2015
Q3 | $522K | Buy |
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|
2015
Q2 | $465K | Hold |
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|
2015
Q1 | $507K | Hold |
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|
2014
Q4 | $481K | Hold |
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|
2014
Q3 | $457K | Hold |
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|
2014
Q2 | $402K | Hold |
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|
2014
Q1 | $408K | Buy |
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