Moneta Group Investment 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 | $2.63M | Buy |
5,674
+176
| +3% | +$81.5K | 0.03% | 198 |
|
|
2025
Q1 | $2.46M | Sell |
5,498
-331
| -6% | -$148K | 0.03% | 186 |
|
|
2024
Q4 | $2.83M | Buy |
5,829
+2,152
| +59% | +$1.05M | 0.04% | 175 |
|
|
2024
Q3 | $2.15M | Buy |
3,677
+150
| +4% | +$87.7K | 0.03% | 189 |
|
|
2024
Q2 | $1.65M | Sell |
3,527
-19
| -0.5% | -$8.87K | 0.03% | 210 |
|
|
2024
Q1 | $1.61M | Buy |
3,546
+851
| +32% | +$387K | 0.03% | 210 |
|
|
2023
Q4 | $1.22M | Buy |
2,695
+190
| +8% | +$86.1K | 0.02% | 213 |
|
|
2023
Q3 | $1.02M | Buy |
2,505
+17
| +0.7% | +$6.95K | 0.02% | 221 |
|
|
2023
Q2 | $1.15M | Buy |
2,488
+263
| +12% | +$121K | 0.03% | 209 |
|
|
2023
Q1 | $1.05M | Buy |
2,225
+222
| +11% | +$105K | 0.03% | 210 |
|
|
2022
Q4 | $928K | Sell |
2,003
-340
| -15% | -$157K | 0.03% | 212 |
|
|
2022
Q3 | $905K | Sell |
2,343
-67
| -3% | -$25.9K | 0.03% | 199 |
|
|
2022
Q2 | $1.04M | Buy |
2,410
+299
| +14% | +$129K | 0.04% | 202 |
|
|
2022
Q1 | $932K | Buy |
2,111
+35
| +2% | +$15.5K | 0.04% | 214 |
|
|
2021
Q4 | $738K | Buy |
2,076
+442
| +27% | +$157K | 0.03% | 244 |
|
|
2021
Q3 | $564K | Sell |
1,634
-206
| -11% | -$71.1K | 0.03% | 263 |
|
|
2021
Q2 | $696K | Buy |
1,840
+57
| +3% | +$21.6K | 0.03% | 237 |
|
|
2021
Q1 | $659K | Buy |
1,783
+1,096
| +160% | +$405K | 0.03% | 223 |
|
|
2020
Q4 | $244K | Buy |
687
+16
| +2% | +$5.68K | 0.02% | 275 |
|
|
2020
Q3 | $257K | Sell |
671
-921
| -58% | -$353K | 0.02% | 233 |
|
|
2020
Q2 | $581K | Buy |
1,592
+406
| +34% | +$148K | 0.06% | 146 |
|
|
2020
Q1 | $402K | Sell |
1,186
-483
| -29% | -$164K | 0.04% | 172 |
|
|
2019
Q4 | $650K | Sell |
1,669
-482
| -22% | -$188K | 0.05% | 151 |
|
|
2019
Q3 | $839K | Buy |
2,151
+289
| +16% | +$113K | 0.08% | 133 |
|
|
2019
Q2 | $677K | Buy |
1,862
+383
| +26% | +$139K | 0.07% | 138 |
|
|
2019
Q1 | $444K | Sell |
1,479
-270
| -15% | -$81.1K | 0.05% | 149 |
|
|
2018
Q4 | $458K | Sell |
1,749
-177
| -9% | -$46.4K | 0.05% | 146 |
|
|
2018
Q3 | $666K | Sell |
1,926
-12,608
| -87% | -$4.36M | 0.07% | 127 |
|
|
2018
Q2 | $4.29M | Buy |
14,534
+13,813
| +1,916% | +$4.08M | 0.48% | 33 |
|
|
2018
Q1 | $244K | Buy |
721
+368
| +104% | +$125K | 0.03% | 180 |
|
|
2017
Q4 | $113K | Buy |
+353
| New | +$113K | 0.02% | 228 |
|
|
2017
Q3 | – | Sell |
-1,242
| Closed | -$345K | – | 205 |
|
|
2017
Q2 | $345K | Buy |
1,242
+415
| +50% | +$115K | 0.06% | 146 |
|
|
2017
Q1 | $221K | Sell |
827
-301
| -27% | -$80.4K | 0.04% | 147 |
|
|
2016
Q4 | $282K | Sell |
1,128
-1,122
| -50% | -$281K | 0.06% | 132 |
|
|
2016
Q3 | $539K | Sell |
2,250
-1,350
| -38% | -$323K | 0.12% | 75 |
|
|
2016
Q2 | $893K | Buy |
3,600
+165
| +5% | +$40.9K | 0.2% | 73 |
|
|
2016
Q1 | $761K | Buy |
3,435
+1,225
| +55% | +$271K | 0.17% | 79 |
|
|
2015
Q4 | $480K | Sell |
2,210
-7,119
| -76% | -$1.55M | 0.12% | 82 |
|
|
2015
Q3 | $1.93M | Buy |
9,329
+2,034
| +28% | +$422K | 0.54% | 28 |
|
|
2015
Q2 | $1.36M | Buy |
7,295
+4,656
| +176% | +$865K | 0.41% | 33 |
|
|
2015
Q1 | $536K | Sell |
2,639
-1
| -0% | -$203 | 0.23% | 76 |
|
|
2014
Q4 | $508K | Sell |
2,640
-390
| -13% | -$75K | 0.24% | 70 |
|
|
2014
Q3 | $554K | Buy |
3,030
+100
| +3% | +$18.3K | 0.29% | 60 |
|
|
2014
Q2 | $471K | Buy |
2,930
+415
| +17% | +$66.7K | 0.25% | 64 |
|
|
2014
Q1 | $411K | Sell |
2,515
-151
| -6% | -$24.7K | 0.24% | 66 |
|
|
2013
Q4 | $396K | Sell |
2,666
-104
| -4% | -$15.4K | 0.24% | 73 |
|
|
2013
Q3 | $353K | Buy |
2,770
+130
| +5% | +$16.6K | 0.23% | 76 |
|
|
2013
Q2 | $286K | Buy |
+2,640
| New | +$286K | 0.2% | 88 |
|