SIA
Schechter Investment Advisors’s Lockheed Martin LMT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $1.4M | Sell |
3,139
-365
| -10% | -$163K | 0.12% | 176 |
|
2024
Q4 | $1.7M | Sell |
3,504
-352
| -9% | -$171K | 0.13% | 150 |
|
2024
Q3 | $2.25M | Buy |
3,856
+238
| +7% | +$139K | 0.17% | 116 |
|
2024
Q2 | $1.69M | Sell |
3,618
-68
| -2% | -$31.8K | 0.13% | 153 |
|
2024
Q1 | $1.68M | Sell |
3,686
-101
| -3% | -$45.9K | 0.13% | 153 |
|
2023
Q4 | $1.72M | Buy |
3,787
+139
| +4% | +$63K | 0.15% | 134 |
|
2023
Q3 | $1.49M | Sell |
3,648
-57
| -2% | -$23.3K | 0.14% | 144 |
|
2023
Q2 | $1.71M | Sell |
3,705
-163
| -4% | -$75K | 0.15% | 137 |
|
2023
Q1 | $1.83M | Sell |
3,868
-56
| -1% | -$26.5K | 0.17% | 121 |
|
2022
Q4 | $1.91M | Buy |
3,924
+105
| +3% | +$51.1K | 0.17% | 123 |
|
2022
Q3 | $1.48M | Sell |
3,819
-133
| -3% | -$51.4K | 0.15% | 166 |
|
2022
Q2 | $1.7M | Buy |
3,952
+10
| +0.3% | +$4.3K | 0.17% | 123 |
|
2022
Q1 | $1.74M | Sell |
3,942
-6
| -0.2% | -$2.65K | 0.16% | 131 |
|
2021
Q4 | $1.4M | Buy |
+3,948
| New | +$1.4M | 0.13% | 205 |
|