Regent Peak Wealth 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
Q1 | $706K | Sell |
1,581
-27
| -2% | -$12.1K | 0.17% | 60 |
|
|
2024
Q4 | $782K | Buy |
1,608
+9
| +0.6% | +$4.37K | 0.18% | 60 |
|
|
2024
Q3 | $935K | Sell |
1,599
-117
| -7% | -$68.4K | 0.21% | 64 |
|
|
2024
Q2 | $802K | Sell |
1,716
-144
| -8% | -$67.3K | 0.18% | 69 |
|
|
2024
Q1 | $846K | Sell |
1,860
-4,328
| -70% | -$1.97M | 0.22% | 63 |
|
|
2023
Q4 | $2.8M | Buy |
6,188
+371
| +6% | +$168K | 0.76% | 31 |
|
|
2023
Q3 | $2.38M | Buy |
5,817
+11
| +0.2% | +$4.5K | 0.73% | 33 |
|
|
2023
Q2 | $2.67M | Sell |
5,806
-338
| -6% | -$156K | 0.78% | 28 |
|
|
2023
Q1 | $2.9M | Buy |
6,144
+369
| +6% | +$174K | 0.9% | 24 |
|
|
2022
Q4 | $2.81M | Buy |
5,775
+285
| +5% | +$139K | 0.92% | 23 |
|
|
2022
Q3 | $2.12M | Buy |
5,490
+12
| +0.2% | +$4.63K | 0.75% | 30 |
|
|
2022
Q2 | $2.36M | Sell |
5,478
-827
| -13% | -$356K | 0.77% | 30 |
|
|
2022
Q1 | $2.78M | Buy |
6,305
+455
| +8% | +$201K | 0.8% | 23 |
|
|
2021
Q4 | $2.08M | Sell |
5,850
-1,516
| -21% | -$539K | 0.57% | 39 |
|
|
2021
Q3 | $2.54M | Buy |
7,366
+98
| +1% | +$33.8K | 0.73% | 26 |
|
|
2021
Q2 | $2.7M | Buy |
7,268
+727
| +11% | +$270K | 0.75% | 24 |
|
|
2021
Q1 | $2.42M | Buy |
6,541
+1,183
| +22% | +$437K | 0.79% | 23 |
|
|
2020
Q4 | $1.9M | Buy |
5,358
+47
| +0.9% | +$16.7K | 0.63% | 29 |
|
|
2020
Q3 | $2.04M | Buy |
5,311
+246
| +5% | +$94.3K | 0.87% | 24 |
|
|
2020
Q2 | $1.85M | Buy |
5,065
+741
| +17% | +$270K | 0.84% | 25 |
|
|
2020
Q1 | $1.47M | Buy |
4,324
+151
| +4% | +$51.2K | 0.82% | 24 |
|
|
2019
Q4 | $1.62M | Buy |
+4,173
| New | +$1.62M | 0.74% | 25 |
|