River 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
Q2 | $214K | Buy |
+461
| New | +$214K | 0.03% | 197 |
|
|
2025
Q1 | – | Sell |
-3,033
| Closed | -$1.47M | – | 204 |
|
|
2024
Q4 | $1.47M | Sell |
3,033
-283
| -9% | -$138K | 0.2% | 94 |
|
|
2024
Q3 | $1.94M | Sell |
3,316
-509
| -13% | -$298K | 0.26% | 86 |
|
|
2024
Q2 | $1.79M | Sell |
3,825
-373
| -9% | -$174K | 0.26% | 85 |
|
|
2024
Q1 | $1.91M | Sell |
4,198
-136
| -3% | -$61.9K | 0.28% | 86 |
|
|
2023
Q4 | $1.96M | Sell |
4,334
-176
| -4% | -$79.8K | 0.31% | 81 |
|
|
2023
Q3 | $1.84M | Buy |
4,510
+169
| +4% | +$69.1K | 0.33% | 79 |
|
|
2023
Q2 | $2M | Buy |
4,341
+195
| +5% | +$89.8K | 0.34% | 78 |
|
|
2023
Q1 | $1.96M | Buy |
4,146
+799
| +24% | +$378K | 0.36% | 78 |
|
|
2022
Q4 | $1.63M | Buy |
3,347
+677
| +25% | +$329K | 0.31% | 84 |
|
|
2022
Q3 | $1.03M | Sell |
2,670
-317
| -11% | -$123K | 0.22% | 104 |
|
|
2022
Q2 | $1.28M | Buy |
2,987
+474
| +19% | +$204K | 0.24% | 97 |
|
|
2022
Q1 | $1.11M | Buy |
2,513
+120
| +5% | +$53K | 0.18% | 112 |
|
|
2021
Q4 | $851K | Buy |
2,393
+538
| +29% | +$191K | 0.13% | 125 |
|
|
2021
Q3 | $640K | Buy |
1,855
+93
| +5% | +$32.1K | 0.11% | 131 |
|
|
2021
Q2 | $667K | Buy |
1,762
+111
| +7% | +$42K | 0.12% | 131 |
|
|
2021
Q1 | $610K | Buy |
1,651
+145
| +10% | +$53.6K | 0.11% | 135 |
|
|
2020
Q4 | $535K | Buy |
1,506
+141
| +10% | +$50.1K | 0.12% | 135 |
|
|
2020
Q3 | $523K | Buy |
1,365
+64
| +5% | +$24.5K | 0.14% | 128 |
|
|
2020
Q2 | $475K | Buy |
1,301
+410
| +46% | +$150K | 0.14% | 123 |
|
|
2020
Q1 | $302K | Sell |
891
-11
| -1% | -$3.73K | 0.12% | 132 |
|
|
2019
Q4 | $351K | Buy |
902
+32
| +4% | +$12.5K | 0.12% | 134 |
|
|
2019
Q3 | $339K | Buy |
870
+4
| +0.5% | +$1.56K | 0.13% | 133 |
|
|
2019
Q2 | $315K | Hold |
866
| – | – | 0.12% | 139 |
|
|
2019
Q1 | $260K | Sell |
866
-44
| -5% | -$13.2K | 0.11% | 142 |
|
|
2018
Q4 | $238K | Sell |
910
-462
| -34% | -$121K | 0.11% | 144 |
|
|
2018
Q3 | $475K | Buy |
1,372
+25
| +2% | +$8.66K | 0.18% | 121 |
|
|
2018
Q2 | $398K | Sell |
1,347
-64
| -5% | -$18.9K | 0.15% | 125 |
|
|
2018
Q1 | $477K | Buy |
1,411
+130
| +10% | +$43.9K | 0.2% | 116 |
|
|
2017
Q4 | $411K | Sell |
1,281
-18
| -1% | -$5.78K | 0.17% | 124 |
|
|
2017
Q3 | $403K | Buy |
1,299
+12
| +0.9% | +$3.72K | 0.18% | 125 |
|
|
2017
Q2 | $357K | Buy |
1,287
+35
| +3% | +$9.71K | 0.17% | 130 |
|
|
2017
Q1 | $335K | Buy |
1,252
+272
| +28% | +$72.8K | 0.16% | 130 |
|
|
2016
Q4 | $245K | Sell |
980
-25
| -2% | -$6.25K | 0.12% | 143 |
|
|
2016
Q3 | $241K | Sell |
1,005
-30
| -3% | -$7.19K | 0.13% | 137 |
|
|
2016
Q2 | $257K | Sell |
1,035
-124
| -11% | -$30.8K | 0.15% | 136 |
|
|
2016
Q1 | $257K | Buy |
1,159
+23
| +2% | +$5.1K | 0.15% | 136 |
|
|
2015
Q4 | $247K | Buy |
1,136
+1
| +0.1% | +$217 | 0.16% | 137 |
|
|
2015
Q3 | $235K | Sell |
1,135
-24
| -2% | -$4.97K | 0.16% | 128 |
|
|
2015
Q2 | $216K | Sell |
1,159
-176
| -13% | -$32.8K | 0.14% | 132 |
|
|
2015
Q1 | $271K | Buy |
+1,335
| New | +$271K | 0.17% | 127 |
|