Shufro Rose & Co’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 | $661K | Hold |
1,481
| – | – | 0.05% | 147 |
|
|
2025
Q1 | $661K | Buy |
1,481
+2
| +0.1% | +$893 | 0.05% | 148 |
|
|
2024
Q4 | $719K | Buy |
1,479
+2
| +0.1% | +$972 | 0.06% | 133 |
|
|
2024
Q3 | $690K | Hold |
1,477
| – | – | 0.06% | 139 |
|
|
2024
Q2 | $690K | Buy |
1,477
+1
| +0.1% | +$467 | 0.06% | 139 |
|
|
2024
Q1 | $671K | Buy |
1,476
+502
| +52% | +$228K | 0.06% | 134 |
|
|
2023
Q4 | $398K | Hold |
974
| – | – | 0.04% | 184 |
|
|
2023
Q3 | $398K | Buy |
974
+1
| +0.1% | +$409 | 0.04% | 185 |
|
|
2023
Q2 | $448K | Buy |
973
+2
| +0.2% | +$920 | 0.04% | 174 |
|
|
2023
Q1 | $459K | Sell |
971
-6
| -0.6% | -$2.84K | 0.04% | 178 |
|
|
2022
Q4 | $475K | Buy |
977
+4
| +0.4% | +$1.95K | 0.04% | 175 |
|
|
2022
Q3 | $376K | Buy |
+973
| New | +$376K | 0.04% | 195 |
|
|
2020
Q4 | – | Sell |
-902
| Closed | -$346K | – | 290 |
|
|
2020
Q3 | $346K | Buy |
+902
| New | +$346K | 0.03% | 190 |
|