Oak Family 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 | $411K | Sell |
887
-9
| -1% | -$4.17K | 0.13% | 68 |
|
|
2025
Q1 | $400K | Sell |
896
-224
| -20% | -$100K | 0.13% | 64 |
|
|
2024
Q4 | $544K | Sell |
1,120
-5
| -0.4% | -$2.43K | 0.2% | 69 |
|
|
2024
Q3 | $657K | Hold |
1,125
| – | – | 0.2% | 78 |
|
|
2024
Q2 | $526K | Sell |
1,125
-14
| -1% | -$6.54K | 0.18% | 85 |
|
|
2024
Q1 | $518K | Sell |
1,139
-1,388
| -55% | -$631K | 0.2% | 82 |
|
|
2023
Q4 | $1.15M | Buy |
2,527
+870
| +53% | +$394K | 0.48% | 52 |
|
|
2023
Q3 | $678K | Buy |
1,657
+281
| +20% | +$115K | 0.32% | 63 |
|
|
2023
Q2 | $633K | Sell |
1,376
-4
| -0.3% | -$1.84K | 0.3% | 69 |
|
|
2023
Q1 | $652K | Sell |
1,380
-292
| -17% | -$138K | 0.32% | 64 |
|
|
2022
Q4 | $813K | Hold |
1,672
| – | – | 0.44% | 53 |
|
|
2022
Q3 | $646K | Buy |
1,672
+1
| +0.1% | +$386 | 0.35% | 50 |
|
|
2022
Q2 | $718K | Sell |
1,671
-779
| -32% | -$335K | 0.36% | 55 |
|
|
2022
Q1 | $1.08M | Sell |
2,450
-369
| -13% | -$163K | 0.42% | 48 |
|
|
2021
Q4 | $1M | Sell |
2,819
-2,067
| -42% | -$735K | 0.37% | 56 |
|
|
2021
Q3 | $1.69M | Sell |
4,886
-23
| -0.5% | -$7.94K | 0.62% | 39 |
|
|
2021
Q2 | $1.86M | Sell |
4,909
-3
| -0.1% | -$1.14K | 0.78% | 31 |
|
|
2021
Q1 | $1.82M | Buy |
4,912
+837
| +21% | +$309K | 0.79% | 30 |
|
|
2020
Q4 | $1.45M | Buy |
+4,075
| New | +$1.45M | 0.75% | 32 |
|