Royal Harbor Partners’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 |
-384
| Closed | -$225K | – | 48 |
|
2024
Q3 | $225K | Buy |
+384
| New | +$225K | 0.09% | 45 |
|
2021
Q3 | – | Sell |
-3,838
| Closed | -$1.45M | – | 84 |
|
2021
Q2 | $1.45M | Buy |
3,838
+128
| +3% | +$48.4K | 0.97% | 28 |
|
2021
Q1 | $1.37M | Buy |
3,710
+542
| +17% | +$200K | 1.05% | 25 |
|
2020
Q4 | $1.12M | Buy |
3,168
+1,221
| +63% | +$433K | 0.94% | 35 |
|
2020
Q3 | $746K | Buy |
1,947
+247
| +15% | +$94.6K | 0.7% | 52 |
|
2020
Q2 | $620K | Sell |
1,700
-553
| -25% | -$202K | 0.61% | 51 |
|
2020
Q1 | $764K | Buy |
+2,253
| New | +$764K | 0.88% | 30 |
|