Oxford Financial Group’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 | $539K | Sell |
1,164
-130
| -10% | -$60.2K | 0.03% | 124 |
|
|
2025
Q1 | $578K | Sell |
1,294
-22
| -2% | -$9.83K | 0.04% | 118 |
|
|
2024
Q4 | $639K | Sell |
1,316
-14
| -1% | -$6.8K | 0.04% | 117 |
|
|
2024
Q3 | $777K | Sell |
1,330
-129
| -9% | -$75.4K | 0.05% | 100 |
|
|
2024
Q2 | $681K | Buy |
1,459
+51
| +4% | +$23.8K | 0.05% | 118 |
|
|
2024
Q1 | $640K | Buy |
1,408
+117
| +9% | +$53.2K | 0.04% | 108 |
|
|
2023
Q4 | $585K | Hold |
1,291
| – | – | 0.04% | 119 |
|
|
2023
Q3 | $528K | Sell |
1,291
-389
| -23% | -$159K | 0.05% | 119 |
|
|
2023
Q2 | $773K | Buy |
1,680
+748
| +80% | +$344K | 0.07% | 95 |
|
|
2023
Q1 | $441K | Buy |
932
+12
| +1% | +$5.67K | 0.05% | 122 |
|
|
2022
Q4 | $448K | Buy |
920
+16
| +2% | +$7.79K | 0.05% | 123 |
|
|
2022
Q3 | $349K | Sell |
904
-9
| -1% | -$3.48K | 0.05% | 124 |
|
|
2022
Q2 | $393K | Buy |
913
+9
| +1% | +$3.87K | 0.06% | 123 |
|
|
2022
Q1 | $399K | Sell |
904
-14
| -2% | -$6.18K | 0.05% | 132 |
|
|
2021
Q4 | $326K | Hold |
918
| – | – | 0.04% | 157 |
|
|
2021
Q3 | $317K | Buy |
918
+19
| +2% | +$6.56K | 0.04% | 145 |
|
|
2021
Q2 | $340K | Sell |
899
-1
| -0.1% | -$378 | 0.05% | 136 |
|
|
2021
Q1 | $333K | Sell |
900
-122
| -12% | -$45.1K | 0.05% | 136 |
|
|
2020
Q4 | $363K | Buy |
1,022
+93
| +10% | +$33K | 0.05% | 132 |
|
|
2020
Q3 | $356K | Buy |
929
+17
| +2% | +$6.52K | 0.06% | 122 |
|
|
2020
Q2 | $333K | Sell |
912
-14
| -2% | -$5.11K | 0.06% | 115 |
|
|
2020
Q1 | $314K | Buy |
+926
| New | +$314K | 0.06% | 113 |
|