Sequoia Financial 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
Q2 | $7.24M | Buy |
15,640
+2,790
| +22% | +$1.29M | 0.05% | 217 |
|
|
2025
Q1 | $5.74M | Sell |
12,850
-73
| -0.6% | -$32.6K | 0.04% | 248 |
|
|
2024
Q4 | $6.28M | Buy |
12,923
+635
| +5% | +$309K | 0.06% | 228 |
|
|
2024
Q3 | $7.18M | Buy |
12,288
+1,814
| +17% | +$1.06M | 0.08% | 179 |
|
|
2024
Q2 | $4.89M | Sell |
10,474
-974
| -9% | -$455K | 0.06% | 195 |
|
|
2024
Q1 | $5.21M | Sell |
11,448
-17,411
| -60% | -$7.92M | 0.06% | 195 |
|
|
2023
Q4 | $13.1M | Buy |
28,859
+21,176
| +276% | +$9.6M | 0.16% | 121 |
|
|
2023
Q3 | $3.14M | Sell |
7,683
-284
| -4% | -$116K | 0.06% | 188 |
|
|
2023
Q2 | $3.67M | Sell |
7,967
-478
| -6% | -$220K | 0.06% | 184 |
|
|
2023
Q1 | $3.99M | Buy |
8,445
+149
| +2% | +$70.4K | 0.09% | 155 |
|
|
2022
Q4 | $4.04M | Buy |
8,296
+4,375
| +112% | +$2.13M | 0.1% | 145 |
|
|
2022
Q3 | $1.52M | Sell |
3,921
-798
| -17% | -$308K | 0.05% | 177 |
|
|
2022
Q2 | $2.03M | Sell |
4,719
-1,243
| -21% | -$534K | 0.06% | 173 |
|
|
2022
Q1 | $2.63M | Sell |
5,962
-6,537
| -52% | -$2.89M | 0.07% | 162 |
|
|
2021
Q4 | $4.44M | Buy |
12,499
+11,473
| +1,118% | +$4.08M | 0.12% | 119 |
|
|
2021
Q3 | $354K | Sell |
1,026
-10,049
| -91% | -$3.47M | 0.04% | 184 |
|
|
2021
Q2 | $4.19M | Buy |
11,075
+1,753
| +19% | +$663K | 0.15% | 102 |
|
|
2021
Q1 | $3.44M | Buy |
9,322
+4,642
| +99% | +$1.71M | 0.14% | 93 |
|
|
2020
Q4 | $1.66M | Sell |
4,680
-16
| -0.3% | -$5.68K | 0.08% | 140 |
|
|
2020
Q3 | $1.8M | Sell |
4,696
-258
| -5% | -$98.9K | 0.09% | 113 |
|
|
2020
Q2 | $1.81M | Buy |
4,954
+596
| +14% | +$218K | 0.11% | 99 |
|
|
2020
Q1 | $1.48M | Buy |
4,358
+485
| +13% | +$164K | 0.11% | 95 |
|
|
2019
Q4 | $1.51M | Buy |
3,873
+146
| +4% | +$56.8K | 0.1% | 115 |
|
|
2019
Q3 | $1.45M | Sell |
3,727
-186
| -5% | -$72.6K | 0.11% | 105 |
|
|
2019
Q2 | $1.42M | Buy |
3,913
+1,702
| +77% | +$619K | 0.11% | 103 |
|
|
2019
Q1 | $664K | Buy |
2,211
+437
| +25% | +$131K | 0.05% | 155 |
|
|
2018
Q4 | $465K | Sell |
1,774
-83
| -4% | -$21.8K | 0.05% | 150 |
|
|
2018
Q3 | $643K | Buy |
1,857
+99
| +6% | +$34.3K | 0.06% | 142 |
|
|
2018
Q2 | $519K | Sell |
1,758
-59
| -3% | -$17.4K | 0.06% | 155 |
|
|
2018
Q1 | $614K | Buy |
1,817
+193
| +12% | +$65.2K | 0.06% | 142 |
|
|
2017
Q4 | $521K | Buy |
1,624
+96
| +6% | +$30.8K | 0.05% | 162 |
|
|
2017
Q3 | $474K | Buy |
1,528
+246
| +19% | +$76.3K | 0.06% | 156 |
|
|
2017
Q2 | $356K | Buy |
1,282
+21
| +2% | +$5.83K | 0.04% | 184 |
|
|
2017
Q1 | $337K | Buy |
1,261
+303
| +32% | +$81K | 0.04% | 179 |
|
|
2016
Q4 | $239K | Buy |
958
+27
| +3% | +$6.74K | 0.03% | 234 |
|
|
2016
Q3 | $223K | Sell |
931
-214
| -19% | -$51.3K | 0.04% | 210 |
|
|
2016
Q2 | $284K | Buy |
1,145
+158
| +16% | +$39.2K | 0.08% | 178 |
|
|
2016
Q1 | $219K | Sell |
987
-34
| -3% | -$7.54K | 0.07% | 172 |
|
|
2015
Q4 | $222K | Sell |
1,021
-104
| -9% | -$22.6K | 0.09% | 158 |
|
|
2015
Q3 | $233K | Buy |
+1,125
| New | +$233K | 0.1% | 143 |
|
|
2015
Q2 | – | Sell |
-990
| Closed | -$201K | – | 197 |
|
|
2015
Q1 | $201K | Buy |
+990
| New | +$201K | 0.09% | 175 |
|