Plante Moran Financial 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 | $66.2K | Buy |
143
+61
| +74% | +$28.3K | ﹤0.01% | 295 |
|
|
2025
Q1 | $36.6K | Buy |
82
+25
| +44% | +$11.2K | ﹤0.01% | 387 |
|
|
2024
Q4 | $27.7K | Hold |
57
| – | – | ﹤0.01% | 435 |
|
|
2024
Q3 | $33.3K | Hold |
57
| – | – | ﹤0.01% | 448 |
|
|
2024
Q2 | $26.6K | Sell |
57
-40
| -41% | -$18.7K | ﹤0.01% | 431 |
|
|
2024
Q1 | $44.1K | Sell |
97
-54
| -36% | -$24.6K | ﹤0.01% | 373 |
|
|
2023
Q4 | $68.4K | Buy |
151
+94
| +165% | +$42.6K | 0.01% | 288 |
|
|
2023
Q3 | $23.3K | Sell |
57
-46
| -45% | -$18.8K | ﹤0.01% | 401 |
|
|
2023
Q2 | $47.4K | Sell |
103
-54
| -34% | -$24.9K | 0.01% | 310 |
|
|
2023
Q1 | $74.2K | Sell |
157
-133
| -46% | -$62.9K | 0.01% | 250 |
|
|
2022
Q4 | $141K | Buy |
290
+27
| +10% | +$13.1K | 0.02% | 191 |
|
|
2022
Q3 | $102K | Buy |
263
+58
| +28% | +$22.5K | 0.02% | 211 |
|
|
2022
Q2 | $88K | Buy |
205
+34
| +20% | +$14.6K | 0.01% | 231 |
|
|
2022
Q1 | $75K | Sell |
171
-51
| -23% | -$22.4K | 0.01% | 268 |
|
|
2021
Q4 | $79K | Sell |
222
-294
| -57% | -$105K | 0.01% | 283 |
|
|
2021
Q3 | $178K | Buy |
516
+268
| +108% | +$92.5K | 0.04% | 202 |
|
|
2021
Q2 | $94K | Sell |
248
-293
| -54% | -$111K | 0.02% | 256 |
|
|
2021
Q1 | $200K | Buy |
541
+111
| +26% | +$41K | 0.05% | 172 |
|
|
2020
Q4 | $153K | Sell |
430
-22
| -5% | -$7.83K | 0.05% | 202 |
|
|
2020
Q3 | $173K | Buy |
452
+140
| +45% | +$53.6K | 0.06% | 175 |
|
|
2020
Q2 | $114K | Buy |
312
+39
| +14% | +$14.3K | 0.05% | 194 |
|
|
2020
Q1 | $93K | Sell |
273
-98
| -26% | -$33.4K | 0.04% | 197 |
|
|
2019
Q4 | $144K | Buy |
371
+83
| +29% | +$32.2K | 0.05% | 196 |
|
|
2019
Q3 | $112K | Sell |
288
-189
| -40% | -$73.5K | 0.03% | 226 |
|
|
2019
Q2 | $173K | Buy |
477
+209
| +78% | +$75.8K | 0.05% | 166 |
|
|
2019
Q1 | $80K | Sell |
268
-150
| -36% | -$44.8K | 0.02% | 246 |
|
|
2018
Q4 | $109K | Sell |
418
-115
| -22% | -$30K | 0.04% | 201 |
|
|
2018
Q3 | $184K | Buy |
533
+85
| +19% | +$29.3K | 0.06% | 156 |
|
|
2018
Q2 | $132K | Sell |
448
-198
| -31% | -$58.3K | 0.07% | 199 |
|
|
2018
Q1 | $218K | Sell |
646
-69
| -10% | -$23.3K | 0.12% | 133 |
|
|
2017
Q4 | $230K | Sell |
715
-7
| -1% | -$2.25K | 0.13% | 121 |
|
|
2017
Q3 | $224K | Buy |
722
+69
| +11% | +$21.4K | 0.13% | 122 |
|
|
2017
Q2 | $181K | Sell |
653
-63
| -9% | -$17.5K | 0.11% | 130 |
|
|
2017
Q1 | $192K | Sell |
716
-30
| -4% | -$8.05K | 0.12% | 129 |
|
|
2016
Q4 | $186K | Buy |
746
+91
| +14% | +$22.7K | 0.12% | 131 |
|
|
2016
Q3 | $157K | Sell |
655
-51
| -7% | -$12.2K | 0.11% | 144 |
|
|
2016
Q2 | $175K | Buy |
706
+80
| +13% | +$19.8K | 0.13% | 126 |
|
|
2016
Q1 | $139K | Sell |
626
-22
| -3% | -$4.89K | 0.11% | 139 |
|
|
2015
Q4 | $141K | Buy |
648
+37
| +6% | +$8.05K | 0.11% | 145 |
|
|
2015
Q3 | $127K | Buy |
611
+51
| +9% | +$10.6K | 0.1% | 150 |
|
|
2015
Q2 | $104K | Hold |
560
| – | – | 0.07% | 185 |
|
|
2015
Q1 | $114K | Sell |
560
-45
| -7% | -$9.16K | 0.08% | 173 |
|
|
2014
Q4 | $117K | Sell |
605
-150
| -20% | -$29K | 0.09% | 169 |
|
|
2014
Q3 | $138K | Hold |
755
| – | – | 0.12% | 133 |
|
|
2014
Q2 | $121K | Buy |
755
+655
| +655% | +$105K | 0.11% | 129 |
|
|
2014
Q1 | $16K | Hold |
100
| – | – | 0.02% | 282 |
|
|
2013
Q4 | $15K | Hold |
100
| – | – | 0.01% | 386 |
|
|
2013
Q3 | $13K | Hold |
100
| – | – | 0.01% | 348 |
|
|
2013
Q2 | $11K | Buy |
+100
| New | +$11K | 0.01% | 327 |
|