Sigma Investment Counselors’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 | $351K | Sell |
757
-6
| -0.8% | -$2.78K | 0.02% | 156 |
|
|
2025
Q1 | $341K | Sell |
763
-94
| -11% | -$42K | 0.02% | 148 |
|
|
2024
Q4 | $417K | Hold |
857
| – | – | 0.02% | 140 |
|
|
2024
Q3 | $501K | Sell |
857
-28
| -3% | -$16.4K | 0.03% | 125 |
|
|
2024
Q2 | $413K | Hold |
885
| – | – | 0.03% | 130 |
|
|
2024
Q1 | $403K | Hold |
885
| – | – | 0.03% | 141 |
|
|
2023
Q4 | $401K | Sell |
885
-43
| -5% | -$19.5K | 0.03% | 137 |
|
|
2023
Q3 | $380K | Buy |
928
+53
| +6% | +$21.7K | 0.03% | 138 |
|
|
2023
Q2 | $403K | Sell |
875
-43
| -5% | -$19.8K | 0.03% | 137 |
|
|
2023
Q1 | $434K | Hold |
918
| – | – | 0.03% | 134 |
|
|
2022
Q4 | $447K | Sell |
918
-22
| -2% | -$10.7K | 0.04% | 127 |
|
|
2022
Q3 | $363K | Hold |
940
| – | – | 0.03% | 136 |
|
|
2022
Q2 | $404K | Hold |
940
| – | – | 0.03% | 135 |
|
|
2022
Q1 | $415K | Sell |
940
-10
| -1% | -$4.42K | 0.03% | 136 |
|
|
2021
Q4 | $337K | Buy |
950
+40
| +4% | +$14.2K | 0.02% | 148 |
|
|
2021
Q3 | $314K | Sell |
910
-7
| -0.8% | -$2.42K | 0.02% | 148 |
|
|
2021
Q2 | $347K | Sell |
917
-114
| -11% | -$43.1K | 0.03% | 142 |
|
|
2021
Q1 | $381K | Buy |
1,031
+8
| +0.8% | +$2.96K | 0.03% | 135 |
|
|
2020
Q4 | $363K | Buy |
+1,023
| New | +$363K | 0.03% | 136 |
|
|
2020
Q3 | – | Sell |
-960
| Closed | -$350K | – | 145 |
|
|
2020
Q2 | $350K | Sell |
960
-5
| -0.5% | -$1.82K | 0.04% | 118 |
|
|
2020
Q1 | $327K | Hold |
965
| – | – | 0.04% | 113 |
|
|
2019
Q4 | $376K | Hold |
965
| – | – | 0.04% | 115 |
|
|
2019
Q3 | $376K | Hold |
965
| – | – | 0.04% | 112 |
|
|
2019
Q2 | $351K | Hold |
965
| – | – | 0.04% | 115 |
|
|
2019
Q1 | $290K | Buy |
+965
| New | +$290K | 0.04% | 125 |
|
|
2018
Q4 | – | Sell |
-735
| Closed | -$254K | – | 150 |
|
|
2018
Q3 | $254K | Buy |
735
+59
| +9% | +$20.4K | 0.03% | 128 |
|
|
2018
Q2 | $200K | Buy |
+676
| New | +$200K | 0.03% | 134 |
|