Personal CFO Solutions’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 | $226K | Sell |
488
-12
| -2% | -$5.56K | 0.04% | 431 |
|
|
2025
Q1 | $223K | Sell |
500
-36
| -7% | -$16.1K | 0.05% | 400 |
|
|
2024
Q4 | $260K | Buy |
536
+4
| +0.8% | +$1.94K | 0.05% | 370 |
|
|
2024
Q3 | $311K | Buy |
532
+57
| +12% | +$33.3K | 0.04% | 413 |
|
|
2024
Q2 | $222K | Buy |
475
+16
| +3% | +$7.48K | 0.03% | 472 |
|
|
2024
Q1 | $209K | Buy |
+459
| New | +$209K | 0.03% | 511 |
|
|
2023
Q4 | – | Sell |
-551
| Closed | -$225K | – | 536 |
|
|
2023
Q3 | $225K | Sell |
551
-95
| -15% | -$38.9K | 0.04% | 401 |
|
|
2023
Q2 | $298K | Sell |
646
-97
| -13% | -$44.7K | 0.06% | 330 |
|
|
2023
Q1 | $351K | Hold |
743
| – | – | 0.07% | 267 |
|
|
2022
Q4 | $361K | Sell |
743
-117
| -14% | -$56.9K | 0.08% | 253 |
|
|
2022
Q3 | $332K | Sell |
860
-29
| -3% | -$11.2K | 0.08% | 232 |
|
|
2022
Q2 | $382K | Sell |
889
-93
| -9% | -$40K | 0.09% | 207 |
|
|
2022
Q1 | $433K | Sell |
982
-105
| -10% | -$46.3K | 0.09% | 227 |
|
|
2021
Q4 | $386K | Buy |
1,087
+306
| +39% | +$109K | 0.07% | 257 |
|
|
2021
Q3 | $270K | Buy |
781
+130
| +20% | +$44.9K | 0.06% | 325 |
|
|
2021
Q2 | $246K | Buy |
651
+78
| +14% | +$29.5K | 0.05% | 354 |
|
|
2021
Q1 | $212K | Sell |
573
-120
| -17% | -$44.4K | 0.05% | 374 |
|
|
2020
Q4 | $246K | Sell |
693
-276
| -28% | -$98K | 0.06% | 295 |
|
|
2020
Q3 | $0 | Buy |
969
+49
| +5% | – | ﹤0.01% | 252 |
|
|
2020
Q2 | $336K | Buy |
+920
| New | +$336K | 0.1% | 192 |
|
|
2019
Q4 | – | Sell |
-598
| Closed | -$233K | – | 369 |
|
|
2019
Q3 | $233K | Buy |
+598
| New | +$233K | 0.09% | 251 |
|