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