Physicians Financial Services’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 | $3.49M | Sell |
7,530
-20
| -0.3% | -$9.26K | 1.04% | 27 |
|
2025
Q1 | $3.37M | Sell |
7,550
-9
| -0.1% | -$4.02K | 1.07% | 26 |
|
2024
Q4 | $3.67M | Buy |
7,559
+200
| +3% | +$97.2K | 1.12% | 25 |
|
2024
Q3 | $4.3M | Sell |
7,359
-307
| -4% | -$179K | 1.34% | 20 |
|
2024
Q2 | $3.58M | Buy |
7,666
+105
| +1% | +$49K | 1.16% | 23 |
|
2024
Q1 | $3.44M | Sell |
7,561
-35
| -0.5% | -$15.9K | 1.21% | 26 |
|
2023
Q4 | $3.44M | Sell |
7,596
-107
| -1% | -$48.5K | 1.3% | 23 |
|
2023
Q3 | $3.15M | Hold |
7,703
| – | – | 1.29% | 24 |
|
2023
Q2 | $3.55M | Buy |
7,703
+25
| +0.3% | +$11.5K | 1.39% | 22 |
|
2023
Q1 | $3.63M | Sell |
7,678
-50
| -0.6% | -$23.6K | 1.53% | 21 |
|
2022
Q4 | $3.76M | Sell |
7,728
-75
| -1% | -$36.5K | 1.69% | 18 |
|
2022
Q3 | $3.01M | Sell |
7,803
-139
| -2% | -$53.7K | 1.46% | 19 |
|
2022
Q2 | $3.42M | Buy |
7,942
+75
| +1% | +$32.2K | 1.52% | 18 |
|
2022
Q1 | $3.47M | Sell |
7,867
-35
| -0.4% | -$15.4K | 1.33% | 22 |
|
2021
Q4 | $2.81M | Sell |
7,902
-293
| -4% | -$104K | 1.04% | 30 |
|
2021
Q3 | $2.83M | Buy |
8,195
+968
| +13% | +$334K | 1.15% | 28 |
|
2021
Q2 | $2.73M | Buy |
7,227
+365
| +5% | +$138K | 1.12% | 27 |
|
2021
Q1 | $2.54M | Buy |
6,862
+314
| +5% | +$116K | 1.09% | 29 |
|
2020
Q4 | $2.32M | Sell |
6,548
-261
| -4% | -$92.6K | 1.12% | 27 |
|
2020
Q3 | $2.61M | Buy |
6,809
+19
| +0.3% | +$7.28K | 1.3% | 24 |
|
2020
Q2 | $2.48M | Sell |
6,790
-149
| -2% | -$54.4K | 1.37% | 24 |
|
2020
Q1 | $2.35M | Buy |
6,939
+1,869
| +37% | +$634K | 1.62% | 19 |
|
2019
Q4 | $1.97M | Hold |
5,070
| – | – | 1.07% | 29 |
|
2019
Q3 | $1.98M | Buy |
5,070
+150
| +3% | +$58.5K | 1.13% | 27 |
|
2019
Q2 | $1.79M | Buy |
4,920
+100
| +2% | +$36.4K | 1.05% | 29 |
|
2019
Q1 | $1.45M | Buy |
4,820
+25
| +0.5% | +$7.51K | 0.9% | 35 |
|
2018
Q4 | $1.26M | Buy |
4,795
+37
| +0.8% | +$9.69K | 0.91% | 35 |
|
2018
Q3 | $1.65M | Sell |
4,758
-25
| -0.5% | -$8.65K | 1.13% | 30 |
|
2018
Q2 | $1.41M | Buy |
4,783
+73
| +2% | +$21.6K | 1.06% | 30 |
|
2018
Q1 | $1.58M | Buy |
4,710
+200
| +4% | +$67K | 1.25% | 26 |
|
2017
Q4 | $1.45M | Hold |
4,510
| – | – | 1.1% | 30 |
|
2017
Q3 | $1.4M | Hold |
4,510
| – | – | 1.14% | 31 |
|
2017
Q2 | $1.25M | Buy |
4,510
+90
| +2% | +$25K | 1.06% | 33 |
|
2017
Q1 | $1.18M | Sell |
4,420
-155
| -3% | -$41.5K | 1.02% | 35 |
|
2016
Q4 | $1.16M | Sell |
4,575
-25
| -0.5% | -$6.36K | 0.95% | 36 |
|
2016
Q3 | $1.1M | Hold |
4,600
| – | – | 0.92% | 37 |
|
2016
Q2 | $1.14M | Hold |
4,600
| – | – | 1% | 32 |
|
2016
Q1 | $1.02M | Hold |
4,600
| – | – | 0.92% | 37 |
|
2015
Q4 | $999K | Buy |
+4,600
| New | +$999K | 0.92% | 33 |
|