Security National Trust’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $2K | Hold |
4
| – | – | ﹤0.01% | 385 |
|
|
2021
Q2 | $2K | Sell |
4
-96
| -96% | -$48K | ﹤0.01% | 397 |
|
|
2021
Q1 | $37K | Hold |
100
| – | – | 0.01% | 286 |
|
|
2020
Q4 | $35K | Hold |
100
| – | – | 0.01% | 282 |
|
|
2020
Q3 | $38K | Hold |
100
| – | – | 0.01% | 268 |
|
|
2020
Q2 | $36K | Sell |
100
-9
| -8% | -$3.24K | 0.01% | 276 |
|
|
2020
Q1 | $37K | Buy |
109
+9
| +9% | +$3.06K | 0.01% | 263 |
|
|
2019
Q4 | $39K | Buy |
+100
| New | +$39K | 0.01% | 270 |
|
|
2018
Q3 | – | Sell |
-4,048
| Closed | -$1.2M | – | 385 |
|
|
2018
Q2 | $1.2M | Hold |
4,048
| – | – | 0.4% | 71 |
|
|
2018
Q1 | $1.37M | Buy |
4,048
+4,020
| +14,357% | +$1.36M | 0.46% | 66 |
|
|
2017
Q4 | $9K | Hold |
28
| – | – | ﹤0.01% | 348 |
|
|
2017
Q3 | $9K | Hold |
28
| – | – | ﹤0.01% | 352 |
|
|
2017
Q2 | $8K | Hold |
28
| – | – | ﹤0.01% | 375 |
|
|
2017
Q1 | $7K | Hold |
28
| – | – | ﹤0.01% | 381 |
|
|
2016
Q4 | $7K | Hold |
28
| – | – | ﹤0.01% | 388 |
|
|
2016
Q3 | $7K | Hold |
28
| – | – | ﹤0.01% | 398 |
|
|
2016
Q2 | $7K | Sell |
28
-100
| -78% | -$25K | ﹤0.01% | 392 |
|
|
2016
Q1 | $28K | Sell |
128
-15
| -10% | -$3.28K | 0.01% | 311 |
|
|
2015
Q4 | $31K | Hold |
143
| – | – | 0.01% | 297 |
|
|
2015
Q3 | $30K | Hold |
143
| – | – | 0.01% | 304 |
|
|
2015
Q2 | $27K | Hold |
143
| – | – | 0.01% | 321 |
|
|
2015
Q1 | $29K | Hold |
143
| – | – | 0.01% | 327 |
|
|
2014
Q4 | $28K | Hold |
143
| – | – | 0.01% | 323 |
|
|
2014
Q3 | $26K | Hold |
143
| – | – | 0.01% | 321 |
|
|
2014
Q2 | $23K | Sell |
143
-557
| -80% | -$89.6K | 0.01% | 343 |
|
|
2014
Q1 | $114K | Hold |
700
| – | – | 0.05% | 207 |
|
|
2013
Q4 | $104K | Hold |
700
| – | – | 0.04% | 214 |
|
|
2013
Q3 | $89K | Hold |
700
| – | – | 0.04% | 217 |
|
|
2013
Q2 | $76K | Buy |
+700
| New | +$76K | 0.04% | 226 |
|