Mark Sheptoff Financial Planning’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 | $1.18M | Hold |
2,549
| – | – | 0.63% | 31 |
|
|
2025
Q1 | $1.14M | Hold |
2,549
| – | – | 0.63% | 31 |
|
|
2024
Q4 | $1.24M | Sell |
2,549
-451
| -15% | -$219K | 0.66% | 32 |
|
|
2024
Q3 | $1.75M | Buy |
3,000
+481
| +19% | +$281K | 0.93% | 23 |
|
|
2024
Q2 | $1.18M | Sell |
2,519
-200
| -7% | -$93.4K | 0.66% | 33 |
|
|
2024
Q1 | $1.24M | Sell |
2,719
-1
| -0% | -$455 | 0.69% | 31 |
|
|
2023
Q4 | $1.23M | Hold |
2,720
| – | – | 0.74% | 25 |
|
|
2023
Q3 | $1.11M | Hold |
2,720
| – | – | 0.71% | 26 |
|
|
2023
Q2 | $1.25M | Hold |
2,720
| – | – | 0.71% | 28 |
|
|
2023
Q1 | $1.29M | Buy |
2,720
+1
| +0% | +$473 | 0.75% | 27 |
|
|
2022
Q4 | $1.32M | Hold |
2,719
| – | – | 0.78% | 27 |
|
|
2022
Q3 | $1.05M | Hold |
2,719
| – | – | 0.64% | 31 |
|
|
2022
Q2 | $1.17M | Hold |
2,719
| – | – | 0.67% | 34 |
|
|
2022
Q1 | $1.2M | Sell |
2,719
-100
| -4% | -$44.1K | 0.6% | 36 |
|
|
2021
Q4 | $1M | Buy |
2,819
+400
| +17% | +$142K | 0.48% | 37 |
|
|
2021
Q3 | $835K | Hold |
2,419
| – | – | 0.46% | 43 |
|
|
2021
Q2 | $915K | Sell |
2,419
-150
| -6% | -$56.7K | 0.49% | 42 |
|
|
2021
Q1 | $949K | Sell |
2,569
-1,371
| -35% | -$506K | 0.54% | 35 |
|
|
2020
Q4 | $1.4M | Buy |
3,940
+55
| +1% | +$19.5K | 0.8% | 29 |
|
|
2020
Q3 | $1.49M | Buy |
3,885
+295
| +8% | +$113K | 0.92% | 28 |
|
|
2020
Q2 | $1.31M | Sell |
3,590
-267
| -7% | -$97.4K | 0.85% | 29 |
|
|
2020
Q1 | $1.31M | Hold |
3,857
| – | – | 0.99% | 26 |
|
|
2019
Q4 | $1.5M | Hold |
3,857
| – | – | 0.95% | 26 |
|
|
2019
Q3 | $1.5M | Buy |
3,857
+55
| +1% | +$21.4K | 1.01% | 24 |
|
|
2019
Q2 | $1.38M | Sell |
3,802
-50
| -1% | -$18.2K | 0.94% | 27 |
|
|
2019
Q1 | $1.16M | Buy |
3,852
+16
| +0.4% | +$4.8K | 0.83% | 32 |
|
|
2018
Q4 | $1M | Sell |
3,836
-200
| -5% | -$52.3K | 0.83% | 32 |
|
|
2018
Q3 | $1.4M | Buy |
4,036
+650
| +19% | +$225K | 0.96% | 27 |
|
|
2018
Q2 | $1M | Hold |
3,386
| – | – | 0.74% | 35 |
|
|
2018
Q1 | $1.14M | Sell |
3,386
-100
| -3% | -$33.8K | 0.79% | 35 |
|
|
2017
Q4 | $1.12M | Hold |
3,486
| – | – | 0.73% | 36 |
|
|
2017
Q3 | $1.08M | Hold |
3,486
| – | – | 0.73% | 39 |
|
|
2017
Q2 | $968K | Sell |
3,486
-1
| -0% | -$278 | 0.66% | 43 |
|
|
2017
Q1 | $933K | Buy |
3,487
+1
| +0% | +$268 | 0.67% | 42 |
|
|
2016
Q4 | $871K | Buy |
3,486
+1,000
| +40% | +$250K | 0.65% | 42 |
|
|
2016
Q3 | $596K | Buy |
2,486
+50
| +2% | +$12K | 0.44% | 58 |
|
|
2016
Q2 | $605K | Buy |
2,436
+19
| +0.8% | +$4.72K | 0.45% | 55 |
|
|
2016
Q1 | $535K | Sell |
2,417
-200
| -8% | -$44.3K | 0.43% | 52 |
|
|
2015
Q4 | $568K | Buy |
2,617
+100
| +4% | +$21.7K | 0.46% | 58 |
|
|
2015
Q3 | $522K | Buy |
2,517
+17
| +0.7% | +$3.53K | 0.46% | 57 |
|
|
2015
Q2 | $465K | Hold |
2,500
| – | – | 0.38% | 63 |
|
|
2015
Q1 | $507K | Hold |
2,500
| – | – | 0.42% | 58 |
|
|
2014
Q4 | $481K | Hold |
2,500
| – | – | 0.43% | 58 |
|
|
2014
Q3 | $457K | Hold |
2,500
| – | – | 0.4% | 67 |
|
|
2014
Q2 | $402K | Hold |
2,500
| – | – | 0.34% | 70 |
|
|
2014
Q1 | $408K | Buy |
+2,500
| New | +$408K | 0.36% | 69 |
|