Optimum 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 | $1.4M | Sell |
3,017
-50
| -2% | -$23.2K | 0.61% | 32 |
|
|
2025
Q1 | $1.37M | Hold |
3,067
| – | – | 0.65% | 29 |
|
|
2024
Q4 | $1.49M | Sell |
3,067
-53
| -2% | -$25.8K | 0.66% | 27 |
|
|
2024
Q3 | $1.82M | Sell |
3,120
-70
| -2% | -$40.9K | 0.79% | 20 |
|
|
2024
Q2 | $1.49M | Sell |
3,190
-160
| -5% | -$74.7K | 0.67% | 26 |
|
|
2024
Q1 | $1.52M | Hold |
3,350
| – | – | 0.7% | 27 |
|
|
2023
Q4 | $1.52M | Buy |
3,350
+50
| +2% | +$22.7K | 0.76% | 22 |
|
|
2023
Q3 | $1.35M | Sell |
3,300
-100
| -3% | -$40.9K | 0.69% | 25 |
|
|
2023
Q2 | $1.57M | Hold |
3,400
| – | – | 0.77% | 22 |
|
|
2023
Q1 | $1.61M | Sell |
3,400
-80
| -2% | -$37.8K | 0.84% | 20 |
|
|
2022
Q4 | $1.69M | Buy |
3,480
+35
| +1% | +$17K | 0.92% | 17 |
|
|
2022
Q3 | $1.33M | Buy |
3,445
+44
| +1% | +$17K | 0.72% | 24 |
|
|
2022
Q2 | $1.46M | Buy |
3,401
+495
| +17% | +$213K | 0.73% | 28 |
|
|
2022
Q1 | $1.28M | Buy |
2,906
+231
| +9% | +$102K | 0.54% | 41 |
|
|
2021
Q4 | $951K | Hold |
2,675
| – | – | 0.37% | 58 |
|
|
2021
Q3 | $923K | Sell |
2,675
-175
| -6% | -$60.4K | 0.39% | 55 |
|
|
2021
Q2 | $1.08M | Buy |
2,850
+6
| +0.2% | +$2.27K | 0.34% | 61 |
|
|
2021
Q1 | $1.05M | Hold |
2,844
| – | – | 0.31% | 72 |
|
|
2020
Q4 | $1.01M | Sell |
2,844
-21
| -0.7% | -$7.46K | 0.31% | 74 |
|
|
2020
Q3 | $1.1M | Sell |
2,865
-587
| -17% | -$225K | 0.37% | 62 |
|
|
2020
Q2 | $1.26M | Buy |
3,452
+155
| +5% | +$56.6K | 0.44% | 52 |
|
|
2020
Q1 | $1.12M | Buy |
3,297
+125
| +4% | +$42.4K | 0.46% | 50 |
|
|
2019
Q4 | $1.24M | Hold |
3,172
| – | – | 0.37% | 67 |
|
|
2019
Q3 | $1.24M | Buy |
3,172
+837
| +36% | +$326K | 0.39% | 60 |
|
|
2019
Q2 | $849K | Hold |
2,335
| – | – | 0.28% | 90 |
|
|
2019
Q1 | $701K | Buy |
2,335
+76
| +3% | +$22.8K | 0.23% | 113 |
|
|
2018
Q4 | $591K | Sell |
2,259
-200
| -8% | -$52.3K | 0.2% | 127 |
|
|
2018
Q3 | $851K | Buy |
2,459
+200
| +9% | +$69.2K | 0.24% | 110 |
|
|
2018
Q2 | $667K | Hold |
2,259
| – | – | 0.19% | 129 |
|
|
2018
Q1 | $763K | Hold |
2,259
| – | – | 0.22% | 117 |
|
|
2017
Q4 | $725K | Sell |
2,259
-200
| -8% | -$64.2K | 0.23% | 127 |
|
|
2017
Q3 | $763K | Sell |
2,459
-1
| -0% | -$310 | 0.26% | 116 |
|
|
2017
Q2 | $683K | Hold |
2,460
| – | – | 0.24% | 128 |
|
|
2017
Q1 | $658K | Hold |
2,460
| – | – | 0.23% | 123 |
|
|
2016
Q4 | $615K | Sell |
2,460
-175
| -7% | -$43.8K | 0.23% | 120 |
|
|
2016
Q3 | $632K | Sell |
2,635
-165
| -6% | -$39.6K | 0.24% | 121 |
|
|
2016
Q2 | $695K | Sell |
2,800
-815
| -23% | -$202K | 0.27% | 111 |
|
|
2016
Q1 | $801K | Sell |
3,615
-100
| -3% | -$22.2K | 0.32% | 98 |
|
|
2015
Q4 | $807K | Hold |
3,715
| – | – | 0.31% | 96 |
|
|
2015
Q3 | $770K | Buy |
+3,715
| New | +$770K | 0.31% | 100 |
|
|
2015
Q1 | $754K | Buy |
3,715
+15
| +0.4% | +$3.04K | 0.24% | 114 |
|
|
2014
Q4 | $712K | Buy |
3,700
+100
| +3% | +$19.2K | 0.23% | 118 |
|
|
2014
Q3 | $658K | Hold |
3,600
| – | – | 0.22% | 124 |
|
|
2014
Q2 | $579K | Hold |
3,600
| – | – | 0.19% | 139 |
|
|
2014
Q1 | $588K | Hold |
3,600
| – | – | 0.22% | 125 |
|
|
2013
Q4 | $535K | Sell |
3,600
-250
| -6% | -$37.2K | 0.2% | 131 |
|
|
2013
Q3 | $491K | Buy |
+3,850
| New | +$491K | 0.2% | 128 |
|