SDAM
Shulman DeMeo Asset Management’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $781K | Sell |
1,686
-96
| -5% | -$44.5K | 0.19% | 39 |
|
|
2025
Q1 | $796K | Buy |
1,782
+18
| +1% | +$8.04K | 0.22% | 38 |
|
|
2024
Q4 | $857K | Sell |
1,764
-133
| -7% | -$64.6K | 0.23% | 35 |
|
|
2024
Q3 | $1.11M | Sell |
1,897
-3
| -0.2% | -$1.75K | 0.27% | 28 |
|
|
2024
Q2 | $887K | Buy |
1,900
+21
| +1% | +$9.81K | 0.23% | 33 |
|
|
2024
Q1 | $855K | Hold |
1,879
| – | – | 0.23% | 36 |
|
|
2023
Q4 | $852K | Buy |
1,879
+12
| +0.6% | +$5.44K | 0.24% | 37 |
|
|
2023
Q3 | $763K | Sell |
1,867
-125
| -6% | -$51.1K | 0.26% | 36 |
|
|
2023
Q2 | $917K | Sell |
1,992
-64
| -3% | -$29.5K | 0.27% | 35 |
|
|
2023
Q1 | $972K | Hold |
2,056
| – | – | 0.31% | 33 |
|
|
2022
Q4 | $1M | Sell |
2,056
-12
| -0.6% | -$5.84K | 0.33% | 31 |
|
|
2022
Q3 | $799K | Sell |
2,068
-12
| -0.6% | -$4.64K | 0.28% | 35 |
|
|
2022
Q2 | $894K | Buy |
2,080
+7
| +0.3% | +$3.01K | 0.3% | 35 |
|
|
2022
Q1 | $915K | Buy |
2,073
+134
| +7% | +$59.1K | 0.25% | 39 |
|
|
2021
Q4 | $689K | Buy |
1,939
+101
| +5% | +$35.9K | 0.18% | 49 |
|
|
2021
Q3 | $634K | Buy |
+1,838
| New | +$634K | 0.55% | 29 |
|
|
2021
Q2 | – | Sell |
-1,713
| Closed | -$633K | – | 109 |
|
|
2021
Q1 | $633K | Buy |
1,713
+521
| +44% | +$193K | 0.17% | 55 |
|
|
2020
Q4 | $423K | Buy |
+1,192
| New | +$423K | 0.12% | 83 |
|
|
2020
Q1 | – | Sell |
-758
| Closed | -$295K | – | 112 |
|
|
2019
Q4 | $295K | Buy |
758
+88
| +13% | +$34.2K | 0.1% | 97 |
|
|
2019
Q3 | $261K | Buy |
670
+2
| +0.3% | +$779 | 0.09% | 106 |
|
|
2019
Q2 | $243K | Buy |
+668
| New | +$243K | 0.09% | 109 |
|