Montecito Bank & Trust’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $281K | Buy |
630
+35
| +6% | +$15.6K | 0.05% | 248 |
|
|
2024
Q4 | $289K | Sell |
595
-34
| -5% | -$16.5K | 0.05% | 239 |
|
|
2024
Q3 | $368K | Buy |
629
+45
| +8% | +$26.3K | 0.06% | 232 |
|
|
2024
Q2 | $273K | Sell |
584
-25
| -4% | -$11.7K | 0.06% | 230 |
|
|
2024
Q1 | $277K | Buy |
609
+27
| +5% | +$12.3K | 0.06% | 238 |
|
|
2023
Q4 | $264K | Sell |
582
-130
| -18% | -$58.9K | 0.06% | 226 |
|
|
2023
Q3 | $291K | Sell |
712
-314
| -31% | -$128K | 0.07% | 206 |
|
|
2023
Q2 | $472K | Sell |
1,026
-74
| -7% | -$34.1K | 0.11% | 169 |
|
|
2023
Q1 | $520K | Buy |
1,100
+293
| +36% | +$139K | 0.12% | 160 |
|
|
2022
Q4 | $393K | Buy |
807
+145
| +22% | +$70.6K | 0.1% | 181 |
|
|
2022
Q3 | $256K | Buy |
662
+192
| +41% | +$74.2K | 0.07% | 209 |
|
|
2022
Q2 | $203K | Sell |
470
-18
| -4% | -$7.77K | 0.05% | 228 |
|
|
2022
Q1 | $216K | Buy |
+488
| New | +$216K | 0.04% | 251 |
|
|
2021
Q4 | – | Sell |
-618
| Closed | -$213K | – | 269 |
|
|
2021
Q3 | $213K | Buy |
618
+27
| +5% | +$9.31K | 0.04% | 248 |
|
|
2021
Q2 | $223K | Buy |
+591
| New | +$223K | 0.04% | 243 |
|
|
2017
Q1 | – | Sell |
-388
| Closed | -$97K | – | 286 |
|
|
2016
Q4 | $97K | Buy |
+388
| New | +$97K | 0.03% | 226 |
|