Regatta Capital Group’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-464
| Closed | -$271K | – | 191 |
|
|
2024
Q3 | $271K | Sell |
464
-20
| -4% | -$11.7K | 0.05% | 163 |
|
|
2024
Q2 | $226K | Sell |
484
-2
| -0.4% | -$934 | 0.05% | 170 |
|
|
2024
Q1 | $221K | Buy |
+486
| New | +$221K | 0.05% | 169 |
|
|
2023
Q3 | – | Sell |
-445
| Closed | -$205K | – | 166 |
|
|
2023
Q2 | $205K | Sell |
445
-80
| -15% | -$36.8K | 0.07% | 161 |
|
|
2023
Q1 | $255K | Hold |
525
| – | – | 0.09% | 151 |
|
|
2022
Q4 | $255K | Buy |
+525
| New | +$255K | 0.09% | 151 |
|