Regal Investment Advisors’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-1,286
| Closed | -$595K | – | 525 |
|
|
2025
Q2 | $595K | Sell |
1,286
-184
| -13% | -$86.1K | 0.04% | 321 |
|
|
2025
Q1 | $657K | Buy |
1,470
+66
| +5% | +$30.4K | 0.05% | 277 |
|
|
2024
Q4 | $682K | Sell |
1,404
-149
| -10% | -$81.2K | 0.05% | 278 |
|
|
2024
Q3 | $908K | Sell |
1,553
-682
| -31% | -$366K | 0.06% | 255 |
|
|
2024
Q2 | $1.04M | Buy |
2,235
+1,139
| +104% | +$526K | 0.07% | 250 |
|
|
2024
Q1 | $498K | Buy |
1,096
+166
| +18% | +$72.8K | 0.03% | 365 |
|
|
2023
Q4 | $421K | Buy |
930
+235
| +34% | +$104K | 0.03% | 360 |
|
|
2023
Q3 | $284K | Hold |
695
| – | – | 0.02% | 400 |
|
|
2023
Q2 | $320K | Buy |
695
+51
| +8% | +$23.7K | 0.03% | 386 |
|
|
2023
Q1 | $304K | Buy |
644
+34
| +6% | +$15.9K | 0.03% | 390 |
|
|
2022
Q4 | $297K | Sell |
610
-16
| -3% | -$7.43K | 0.03% | 379 |
|
|
2022
Q3 | $242K | Buy |
626
+45
| +8% | +$18.8K | 0.03% | 407 |
|
|
2022
Q2 | $250K | Buy |
581
+101
| +21% | +$44.3K | 0.03% | 408 |
|
|
2022
Q1 | $211K | Sell |
480
-186
| -28% | -$75.4K | 0.02% | 497 |
|
|
2021
Q4 | $237K | Buy |
666
+82
| +14% | +$28.4K | 0.02% | 487 |
|
|
2021
Q3 | $202K | Buy |
584
+36
| +7% | +$13K | 0.02% | 506 |
|
|
2021
Q2 | $207K | Buy |
+548
| New | +$211K | 0.02% | 509 |
|
|
2021
Q1 | – | Sell |
-635
| Closed | -$226K | – | 256 |
|
|
2020
Q4 | $226K | Buy |
+635
| New | +$233K | 0.03% | 423 |
|
|
2019
Q2 | – | Sell |
-728
| Closed | -$219K | – | 350 |
|
|
2019
Q1 | $219K | Buy |
+728
| New | +$213K | 0.04% | 283 |
|
|
2018
Q2 | – | Sell |
-605
| Closed | -$205K | – | 289 |
|
|
2018
Q1 | $205K | Buy |
+605
| New | +$206K | 0.05% | 299 |
|
|
2015
Q4 | – | Sell |
-20
| Closed | -$4K | – | 616 |
|
|
2015
Q3 | $4K | Sell |
20
-10
| -33% | -$2.04K | ﹤0.01% | 838 |
|
|
2015
Q2 | $5K | Sell |
30
-87
| -74% | -$16.8K | ﹤0.01% | 746 |
|
|
2015
Q1 | $24K | Sell |
117
-102
| -47% | -$20.1K | 0.01% | 538 |
|
|
2014
Q4 | $42K | Buy |
219
+33
| +18% | +$6.13K | 0.01% | 417 |
|
|
2014
Q3 | $34K | Buy |
186
+9
| +5% | +$1.53K | 0.01% | 469 |
|
|
2014
Q2 | $28K | Sell |
177
-24
| -12% | -$3.9K | 0.01% | 488 |
|
|
2014
Q1 | $33K | Sell |
201
-11
| -5% | -$1.73K | 0.01% | 423 |
|
|
2013
Q4 | $32K | Sell |
212
-26
| -11% | -$3.53K | 0.02% | 364 |
|
|
2013
Q3 | $30K | Sell |
238
-15
| -6% | -$1.82K | 0.02% | 393 |
|
|
2013
Q2 | $27K | Buy |
+253
| New | +$25.8K | 0.01% | 392 |
|
Other funds holding LMT
