Octavia Wealth 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 | $388K | Sell |
839
-520
| -38% | -$241K | 0.04% | 142 |
|
|
2025
Q1 | $607K | Sell |
1,359
-32
| -2% | -$14.3K | 0.07% | 105 |
|
|
2024
Q4 | $676K | Sell |
1,391
-16
| -1% | -$7.78K | 0.08% | 91 |
|
|
2024
Q3 | $823K | Sell |
1,407
-40
| -3% | -$23.4K | 0.1% | 83 |
|
|
2024
Q2 | $676K | Buy |
1,447
+488
| +51% | +$228K | 0.09% | 96 |
|
|
2024
Q1 | $437K | Sell |
959
-588
| -38% | -$268K | 0.06% | 125 |
|
|
2023
Q4 | $701K | Buy |
1,547
+168
| +12% | +$76.2K | 0.12% | 92 |
|
|
2023
Q3 | $564K | Buy |
1,379
+19
| +1% | +$7.77K | 0.11% | 96 |
|
|
2023
Q2 | $626K | Buy |
1,360
+568
| +72% | +$262K | 0.13% | 84 |
|
|
2023
Q1 | $374K | Sell |
792
-46
| -5% | -$21.7K | 0.08% | 111 |
|
|
2022
Q4 | $408K | Sell |
838
-105
| -11% | -$51.1K | 0.1% | 104 |
|
|
2022
Q3 | $364K | Sell |
943
-9
| -0.9% | -$3.47K | 0.1% | 111 |
|
|
2022
Q2 | $410K | Buy |
952
+25
| +3% | +$10.8K | 0.11% | 102 |
|
|
2022
Q1 | $409K | Sell |
927
-688
| -43% | -$304K | 0.09% | 115 |
|
|
2021
Q4 | $574K | Buy |
1,615
+651
| +68% | +$231K | 0.12% | 93 |
|
|
2021
Q3 | $334K | Buy |
964
+142
| +17% | +$49.2K | 0.09% | 124 |
|
|
2021
Q2 | $311K | Sell |
822
-623
| -43% | -$236K | 0.08% | 129 |
|
|
2021
Q1 | $534K | Sell |
1,445
-198
| -12% | -$73.2K | 0.16% | 87 |
|
|
2020
Q4 | $583K | Buy |
+1,643
| New | +$583K | 0.19% | 86 |
|