Mount Yale 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 | $1.12M | Sell |
2,416
-14
| -0.6% | -$6.48K | 0.09% | 195 |
|
|
2025
Q1 | $1.09M | Buy |
2,430
+617
| +34% | +$276K | 0.09% | 181 |
|
|
2024
Q4 | $881K | Buy |
1,813
+755
| +71% | +$367K | 0.07% | 225 |
|
|
2024
Q3 | $618K | Sell |
1,058
-84
| -7% | -$49.1K | 0.06% | 296 |
|
|
2024
Q2 | $533K | Sell |
1,142
-494
| -30% | -$231K | 0.04% | 332 |
|
|
2024
Q1 | $744K | Buy |
1,636
+215
| +15% | +$97.8K | 0.06% | 284 |
|
|
2023
Q4 | $644K | Buy |
1,421
+7
| +0.5% | +$3.17K | 0.06% | 272 |
|
|
2023
Q3 | $578K | Buy |
1,414
+27
| +2% | +$11K | 0.06% | 276 |
|
|
2023
Q2 | $638K | Sell |
1,387
-85
| -6% | -$39.1K | 0.07% | 274 |
|
|
2023
Q1 | $696K | Sell |
1,472
-621
| -30% | -$293K | 0.08% | 249 |
|
|
2022
Q4 | $1.02M | Sell |
2,093
-55
| -3% | -$26.8K | 0.12% | 180 |
|
|
2022
Q3 | $830K | Sell |
2,148
-1,527
| -42% | -$590K | 0.11% | 196 |
|
|
2022
Q2 | $1.58M | Buy |
3,675
+614
| +20% | +$264K | 0.2% | 111 |
|
|
2022
Q1 | $1.35M | Buy |
3,061
+479
| +19% | +$211K | 0.15% | 152 |
|
|
2021
Q4 | $918K | Buy |
2,582
+712
| +38% | +$253K | 0.1% | 219 |
|
|
2021
Q3 | $645K | Buy |
+1,870
| New | +$645K | 0.07% | 237 |
|
|
2020
Q2 | – | Sell |
-1,428
| Closed | -$484K | – | 351 |
|
|
2020
Q1 | $484K | Buy |
1,428
+308
| +28% | +$104K | 0.11% | 174 |
|
|
2019
Q4 | $479K | Buy |
1,120
+84
| +8% | +$35.9K | 0.08% | 207 |
|
|
2019
Q3 | $400K | Buy |
1,036
+81
| +8% | +$31.3K | 0.07% | 231 |
|
|
2019
Q2 | $353K | Buy |
955
+19
| +2% | +$7.02K | 0.07% | 242 |
|
|
2019
Q1 | $281K | Sell |
936
-23
| -2% | -$6.91K | 0.05% | 265 |
|
|
2018
Q4 | $288K | Buy |
959
+86
| +10% | +$25.8K | 0.06% | 263 |
|
|
2018
Q3 | $270K | Buy |
873
+39
| +5% | +$12.1K | 0.05% | 271 |
|
|
2018
Q2 | $246K | Sell |
834
-15
| -2% | -$4.42K | 0.05% | 281 |
|
|
2018
Q1 | $287K | Buy |
+849
| New | +$287K | 0.06% | 247 |
|