Realta 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 Sell
737
-129
-15% -$59.7K 0.13% 135
2025
Q1
$387K Sell
866
-18
-2% -$8.04K 0.18% 119
2024
Q4
$426K Sell
884
-364
-29% -$175K 0.17% 117
2024
Q3
$762K Sell
1,248
-1,187
-49% -$725K 0.35% 70
2024
Q2
$1.14M Sell
2,435
-576
-19% -$269K 0.22% 108
2024
Q1
$1.37M Buy
3,011
+254
+9% +$116K 0.28% 85
2023
Q4
$1.25M Sell
2,757
-123
-4% -$55.8K 0.28% 89
2023
Q3
$1.33M Sell
2,880
-449
-13% -$207K 0.3% 72
2023
Q2
$1.53M Buy
3,329
+185
+6% +$85.2K 0.33% 66
2023
Q1
$1.49M Buy
3,144
+312
+11% +$147K 0.36% 70
2022
Q4
$1.38M Sell
2,832
-170
-6% -$82.7K 0.34% 68
2022
Q3
$1.16M Sell
3,002
-30
-1% -$11.6K 0.3% 74
2022
Q2
$1.31M Sell
3,032
-219
-7% -$94.9K 0.32% 71
2022
Q1
$1.44M Buy
3,251
+12
+0.4% +$5.3K 0.29% 78
2021
Q4
$1.15M Buy
3,239
+180
+6% +$64K 0.25% 96
2021
Q3
$1.06M Buy
3,059
+131
+4% +$45.2K 0.25% 96
2021
Q2
$1.11M Sell
2,928
-93
-3% -$35.2K 0.26% 94
2021
Q1
$1.12M Buy
3,021
+337
+13% +$124K 0.29% 87
2020
Q4
$953K Sell
2,684
-482
-15% -$171K 0.27% 85
2020
Q3
$1.21M Buy
3,166
+688
+28% +$264K 0.41% 52
2020
Q2
$904K Buy
2,478
+97
+4% +$35.4K 0.3% 78
2020
Q1
$807K Sell
2,381
-726
-23% -$246K 0.35% 67
2019
Q4
$1.22M Sell
3,107
-43
-1% -$16.9K 0.33% 53
2019
Q3
$1.23M Sell
3,150
-126
-4% -$49.3K 0.33% 48
2019
Q2
$1.18M Sell
3,276
-332
-9% -$120K 0.33% 55
2019
Q1
$1.09M Buy
+3,608
New +$1.09M 0.5% 34