Sage Investment Advisers’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.62M | Sell |
4,479
-731
| -14% | -$427K | 2.74% | 12 |
|
|
2024
Q2 | $2.43M | Sell |
5,210
-70
| -1% | -$32.7K | 2.75% | 11 |
|
|
2024
Q1 | $2.4M | Buy |
5,280
+1,195
| +29% | +$544K | 2.75% | 11 |
|
|
2023
Q4 | $1.85M | Sell |
4,085
-310
| -7% | -$141K | 2.25% | 16 |
|
|
2023
Q3 | $1.8M | Buy |
4,395
+535
| +14% | +$219K | 2.47% | 13 |
|
|
2023
Q2 | $1.78M | Buy |
3,860
+1,000
| +35% | +$460K | 2.37% | 16 |
|
|
2023
Q1 | $1.35M | Hold |
2,860
| – | – | 1.81% | 24 |
|
|
2022
Q4 | $1.39M | Sell |
2,860
-40
| -1% | -$19.5K | 1.98% | 21 |
|
|
2022
Q3 | $1.12M | Sell |
2,900
-50
| -2% | -$19.3K | 1.77% | 21 |
|
|
2022
Q2 | $1.27M | Hold |
2,950
| – | – | 1.99% | 17 |
|
|
2022
Q1 | $1.3M | Buy |
2,950
+1,425
| +93% | +$629K | 1.72% | 20 |
|
|
2021
Q4 | $542K | Buy |
+1,525
| New | +$542K | 0.7% | 37 |
|