OIA
OneDigital Investment Advisors’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.72M | Sell |
8,028
-1,406
| -15% | -$651K | 0.04% | 287 |
|
|
2025
Q1 | $4.21M | Sell |
9,434
-2,448
| -21% | -$1.09M | 0.05% | 260 |
|
|
2024
Q4 | $5.77M | Sell |
11,882
-820
| -6% | -$398K | 0.07% | 217 |
|
|
2024
Q3 | $7.42M | Sell |
12,702
-375
| -3% | -$219K | 0.08% | 186 |
|
|
2024
Q2 | $6.11M | Buy |
13,077
+2,599
| +25% | +$1.21M | 0.08% | 202 |
|
|
2024
Q1 | $4.77M | Buy |
10,478
+195
| +2% | +$88.7K | 0.07% | 208 |
|
|
2023
Q4 | $4.66M | Buy |
10,283
+1,580
| +18% | +$716K | 0.08% | 195 |
|
|
2023
Q3 | $3.56M | Buy |
8,703
+1,538
| +21% | +$629K | 0.08% | 190 |
|
|
2023
Q2 | $3.3M | Sell |
7,165
-45
| -0.6% | -$20.7K | 0.07% | 199 |
|
|
2023
Q1 | $3.41M | Buy |
7,210
+82
| +1% | +$38.8K | 0.08% | 188 |
|
|
2022
Q4 | $3.47M | Buy |
7,128
+547
| +8% | +$266K | 0.1% | 172 |
|
|
2022
Q3 | $2.54M | Buy |
6,581
+862
| +15% | +$333K | 0.09% | 157 |
|
|
2022
Q2 | $2.46M | Sell |
5,719
-74
| -1% | -$31.8K | 0.11% | 136 |
|
|
2022
Q1 | $2.56M | Sell |
5,793
-242
| -4% | -$107K | 0.1% | 137 |
|
|
2021
Q4 | $2.15M | Buy |
6,035
+183
| +3% | +$65K | 0.08% | 154 |
|
|
2021
Q3 | $2.02M | Buy |
5,852
+166
| +3% | +$57.3K | 0.08% | 161 |
|
|
2021
Q2 | $2.15M | Buy |
5,686
+55
| +1% | +$20.8K | 0.09% | 148 |
|
|
2021
Q1 | $2.08M | Buy |
5,631
+140
| +3% | +$51.7K | 0.1% | 145 |
|
|
2020
Q4 | $1.95M | Sell |
5,491
-77
| -1% | -$27.3K | 0.1% | 141 |
|
|
2020
Q3 | $2.13M | Buy |
5,568
+88
| +2% | +$33.7K | 0.15% | 116 |
|
|
2020
Q2 | $2M | Sell |
5,480
-197
| -3% | -$71.9K | 0.14% | 131 |
|
|
2020
Q1 | $1.92M | Buy |
5,677
+516
| +10% | +$175K | 0.17% | 119 |
|
|
2019
Q4 | $2.01M | Sell |
5,161
-343
| -6% | -$134K | 0.16% | 125 |
|
|
2019
Q3 | $2.15M | Sell |
5,504
-2,335
| -30% | -$911K | 0.19% | 109 |
|
|
2019
Q2 | $2.85M | Buy |
7,839
+4,361
| +125% | +$1.59M | 0.22% | 73 |
|
|
2019
Q1 | $1.04M | Sell |
3,478
-79
| -2% | -$23.7K | 0.15% | 110 |
|
|
2018
Q4 | $931K | Buy |
3,557
+1,264
| +55% | +$331K | 0.16% | 109 |
|
|
2018
Q3 | $793K | Buy |
2,293
+203
| +10% | +$70.2K | 0.19% | 75 |
|
|
2018
Q2 | $617K | Sell |
2,090
-175
| -8% | -$51.7K | 0.13% | 103 |
|
|
2018
Q1 | $766K | Buy |
2,265
+1
| +0% | +$338 | 0.17% | 91 |
|
|
2017
Q4 | $727K | Buy |
2,264
+624
| +38% | +$200K | 0.08% | 100 |
|
|
2017
Q3 | $509K | Buy |
1,640
+467
| +40% | +$145K | 0.19% | 78 |
|
|
2017
Q2 | $326K | Buy |
+1,173
| New | +$326K | 0.1% | 151 |
|