Powell Investment 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 | $341K | Hold |
737
| – | – | 0.13% | 99 |
|
|
2025
Q1 | $329K | Hold |
737
| – | – | 0.16% | 84 |
|
|
2024
Q4 | $358K | Hold |
737
| – | – | 0.17% | 83 |
|
|
2024
Q3 | $431K | Hold |
737
| – | – | 0.2% | 71 |
|
|
2024
Q2 | $344K | Hold |
737
| – | – | 0.18% | 78 |
|
|
2024
Q1 | $335K | Hold |
737
| – | – | 0.18% | 75 |
|
|
2023
Q4 | $334K | Hold |
737
| – | – | 0.18% | 78 |
|
|
2023
Q3 | $301K | Hold |
737
| – | – | 0.18% | 80 |
|
|
2023
Q2 | $339K | Hold |
737
| – | – | 0.2% | 78 |
|
|
2023
Q1 | $348K | Hold |
737
| – | – | 0.19% | 80 |
|
|
2022
Q4 | $359K | Hold |
737
| – | – | 0.21% | 79 |
|
|
2022
Q3 | $285K | Buy |
737
+138
| +23% | +$53.4K | 0.19% | 85 |
|
|
2022
Q2 | $258K | Hold |
599
| – | – | 0.16% | 89 |
|
|
2022
Q1 | $264K | Hold |
599
| – | – | 0.15% | 83 |
|
|
2021
Q4 | $213K | Sell |
599
-114
| -16% | -$40.5K | 0.12% | 99 |
|
|
2021
Q3 | $246K | Hold |
713
| – | – | 0.15% | 88 |
|
|
2021
Q2 | $270K | Hold |
713
| – | – | 0.17% | 87 |
|
|
2021
Q1 | $263K | Hold |
713
| – | – | 0.17% | 80 |
|
|
2020
Q4 | $253K | Hold |
713
| – | – | 0.19% | 72 |
|
|
2020
Q3 | $273K | Sell |
713
-78
| -10% | -$29.9K | 0.23% | 65 |
|
|
2020
Q2 | $289K | Hold |
791
| – | – | 0.28% | 64 |
|
|
2020
Q1 | $268K | Buy |
791
+1
| +0.1% | +$339 | 0.32% | 61 |
|
|
2019
Q4 | $308K | Buy |
+790
| New | +$308K | 0.32% | 69 |
|