Sage Capital 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 | – | Sell |
-10,039
| Closed | -$4.88M | – | 139 |
|
|
2024
Q4 | $4.88M | Buy |
10,039
+32
| +0.3% | +$15.6K | 1.27% | 27 |
|
|
2024
Q3 | $5.85M | Buy |
10,007
+307
| +3% | +$179K | 1.53% | 22 |
|
|
2024
Q2 | $4.53M | Buy |
9,700
+1,608
| +20% | +$751K | 1.3% | 23 |
|
|
2024
Q1 | $3.68M | Buy |
8,092
+7,458
| +1,176% | +$3.39M | 1.07% | 33 |
|
|
2023
Q4 | $287K | Buy |
634
+20
| +3% | +$9.07K | 0.09% | 112 |
|
|
2023
Q3 | $251K | Hold |
614
| – | – | 0.09% | 114 |
|
|
2023
Q2 | $283K | Sell |
614
-2
| -0.3% | -$921 | 0.1% | 112 |
|
|
2023
Q1 | $291K | Hold |
616
| – | – | 0.11% | 106 |
|
|
2022
Q4 | $300K | Buy |
616
+2
| +0.3% | +$973 | 0.13% | 101 |
|
|
2022
Q3 | $237K | Buy |
614
+100
| +19% | +$38.6K | 0.12% | 108 |
|
|
2022
Q2 | $221K | Sell |
514
-36
| -7% | -$15.5K | 0.11% | 95 |
|
|
2022
Q1 | $254K | Sell |
550
-10,313
| -95% | -$4.76M | 0.1% | 93 |
|
|
2021
Q4 | $4.1M | Buy |
10,863
+1,240
| +13% | +$468K | 1.56% | 25 |
|
|
2021
Q3 | $3.32M | Buy |
9,623
+102
| +1% | +$35.2K | 1.41% | 29 |
|
|
2021
Q2 | $3.63M | Buy |
9,521
+882
| +10% | +$336K | 1.48% | 28 |
|
|
2021
Q1 | $3.19M | Buy |
8,639
+3
| +0% | +$1.11K | 1.43% | 30 |
|
|
2020
Q4 | $2.91M | Buy |
8,636
+27
| +0.3% | +$9.1K | 1.44% | 25 |
|
|
2020
Q3 | $3.3M | Buy |
8,609
+4,113
| +91% | +$1.58M | 2.01% | 11 |
|
|
2020
Q2 | $1.64M | Buy |
4,496
+31
| +0.7% | +$11.3K | 1.05% | 30 |
|
|
2020
Q1 | $1.51M | Buy |
+4,465
| New | +$1.51M | 1.24% | 25 |
|