McClarren Financial Advisors’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 | – | Sell |
-516
| Closed | -$77K | – | 198 |
|
|
2025
Q1 | $77K | Buy |
+516
| New | +$77K | 0.05% | 116 |
|
|
2024
Q4 | – | Sell |
-653
| Closed | -$66 | – | 269 |
|
|
2024
Q3 | $66 | Sell |
653
-281
| -30% | -$28 | 0.01% | 113 |
|
|
2024
Q2 | $79K | Buy |
934
+766
| +456% | +$64.8K | 0.06% | 118 |
|
|
2024
Q1 | $77K | Buy |
168
+1
| +0.6% | +$458 | 0.06% | 114 |
|
|
2023
Q4 | $76K | Buy |
167
+2
| +1% | +$910 | 0.06% | 125 |
|
|
2023
Q3 | $67K | Hold |
165
| – | – | 0.06% | 127 |
|
|
2023
Q2 | $76K | Sell |
165
-8
| -5% | -$3.69K | 0.06% | 126 |
|
|
2023
Q1 | $81K | Buy |
173
+1
| +0.6% | +$468 | 0.07% | 113 |
|
|
2022
Q4 | $83K | Buy |
172
+1
| +0.6% | +$483 | 0.08% | 113 |
|
|
2022
Q3 | $66K | Buy |
+171
| New | +$66K | 0.07% | 110 |
|
|
2022
Q2 | – | Sell |
-168
| Closed | -$73K | – | 159 |
|
|
2022
Q1 | $73K | Sell |
168
-1
| -0.6% | -$435 | 0.05% | 101 |
|
|
2021
Q4 | $60K | Buy |
169
+3
| +2% | +$1.07K | 0.04% | 125 |
|
|
2021
Q3 | $57K | Buy |
166
+2
| +1% | +$687 | 0.04% | 108 |
|
|
2021
Q2 | $62K | Hold |
164
| – | – | 0.05% | 105 |
|
|
2021
Q1 | $60K | Buy |
164
+1
| +0.6% | +$366 | 0.05% | 102 |
|
|
2020
Q4 | $57K | Buy |
+163
| New | +$57K | 0.05% | 95 |
|