SW
SkyOak Wealth’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Buy |
2,422
+1,000
| +70% | +$463K | 0.23% | 76 |
|
|
2025
Q1 | $635K | Buy |
1,422
+943
| +197% | +$421K | 0.14% | 95 |
|
|
2024
Q4 | $233K | Sell |
479
-1
| -0.2% | -$486 | 0.05% | 218 |
|
|
2024
Q3 | $281K | Hold |
480
| – | – | 0.06% | 182 |
|
|
2024
Q2 | $224K | Sell |
480
-900
| -65% | -$420K | 0.05% | 216 |
|
|
2024
Q1 | $628K | Buy |
1,380
+700
| +103% | +$318K | 0.15% | 103 |
|
|
2023
Q4 | $308K | Sell |
680
-330
| -33% | -$150K | 0.08% | 176 |
|
|
2023
Q3 | $413K | Hold |
1,010
| – | – | 0.12% | 126 |
|
|
2023
Q2 | $465K | Buy |
1,010
+101
| +11% | +$46.5K | 0.13% | 130 |
|
|
2023
Q1 | $430K | Buy |
909
+430
| +90% | +$203K | 0.13% | 129 |
|
|
2022
Q4 | $233K | Buy |
+479
| New | +$233K | 0.08% | 185 |
|
|
2022
Q3 | – | Sell |
-479
| Closed | -$206K | – | 227 |
|
|
2022
Q2 | $206K | Sell |
479
-58
| -11% | -$24.9K | 0.07% | 186 |
|
|
2022
Q1 | $237K | Buy |
+537
| New | +$237K | 0.07% | 201 |
|
|
2021
Q3 | – | Sell |
-537
| Closed | -$203K | – | 244 |
|
|
2021
Q2 | $203K | Buy |
+537
| New | +$203K | 0.05% | 223 |
|
|
2020
Q2 | – | Sell |
-1,190
| Closed | -$403K | – | 249 |
|
|
2020
Q1 | $403K | Hold |
1,190
| – | – | 0.21% | 116 |
|
|
2019
Q4 | $463K | Buy |
+1,190
| New | +$463K | 0.14% | 171 |
|