SA
SL Advisors’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $550K | Sell |
1,188
-47
| -4% | -$21.8K | 0.99% | 23 |
|
|
2025
Q1 | $552K | Sell |
1,235
-85
| -6% | -$38K | 0.97% | 22 |
|
|
2024
Q4 | $641K | Sell |
1,320
-36
| -3% | -$17.5K | 1.06% | 22 |
|
|
2024
Q3 | $793K | Buy |
1,356
+6
| +0.4% | +$3.51K | 1.43% | 19 |
|
|
2024
Q2 | $631K | Sell |
1,350
-156
| -10% | -$72.9K | 1.25% | 21 |
|
|
2024
Q1 | $685K | Buy |
1,506
+2
| +0.1% | +$910 | 1.35% | 22 |
|
|
2023
Q4 | $682K | Sell |
1,504
-45
| -3% | -$20.4K | 1.47% | 19 |
|
|
2023
Q3 | $633K | Sell |
1,549
-42
| -3% | -$17.2K | 0.85% | 21 |
|
|
2023
Q2 | $732K | Sell |
1,591
-21
| -1% | -$9.67K | 1.65% | 18 |
|
|
2023
Q1 | $762K | Sell |
1,612
-55
| -3% | -$26K | 1.63% | 17 |
|
|
2022
Q4 | $811K | Hold |
1,667
| – | – | 1.8% | 18 |
|
|
2022
Q3 | $644K | Buy |
1,667
+2
| +0.1% | +$773 | 1.6% | 20 |
|
|
2022
Q2 | $716K | Buy |
1,665
+7
| +0.4% | +$3.01K | 1.71% | 17 |
|
|
2022
Q1 | $732K | Sell |
1,658
-29
| -2% | -$12.8K | 1.5% | 18 |
|
|
2021
Q4 | $600K | Sell |
1,687
-92
| -5% | -$32.7K | 1.48% | 20 |
|
|
2021
Q3 | $614K | Sell |
1,779
-50
| -3% | -$17.3K | 1.55% | 19 |
|
|
2021
Q2 | $692K | Buy |
1,829
+37
| +2% | +$14K | 1.76% | 18 |
|
|
2021
Q1 | $662K | Sell |
1,792
-99
| -5% | -$36.6K | 2% | 17 |
|
|
2020
Q4 | $671K | Hold |
1,891
| – | – | 2.17% | 16 |
|
|
2020
Q3 | $725K | Buy |
1,891
+90
| +5% | +$34.5K | 2.65% | 13 |
|
|
2020
Q2 | $657K | Sell |
1,801
-98
| -5% | -$35.8K | 2.49% | 14 |
|
|
2020
Q1 | $644K | Sell |
1,899
-585
| -24% | -$198K | 2.8% | 12 |
|
|
2019
Q4 | $967K | Sell |
2,484
-30
| -1% | -$11.7K | 2.39% | 14 |
|
|
2019
Q3 | $981K | Sell |
2,514
-243
| -9% | -$94.8K | 1.89% | 15 |
|
|
2019
Q2 | $1M | Buy |
2,757
+47
| +2% | +$17.1K | 1.73% | 19 |
|
|
2019
Q1 | $813K | Sell |
2,710
-93
| -3% | -$27.9K | 1.26% | 26 |
|
|
2018
Q4 | $734K | Buy |
2,803
+47
| +2% | +$12.3K | 1.51% | 23 |
|
|
2018
Q3 | $953K | Buy |
2,756
+466
| +20% | +$161K | 1.75% | 18 |
|
|
2018
Q2 | $677K | Sell |
2,290
-1,182
| -34% | -$349K | 1.51% | 22 |
|
|
2018
Q1 | $1.17M | Sell |
3,472
-437
| -11% | -$148K | 2.33% | 14 |
|
|
2017
Q4 | $1.26M | Sell |
3,909
-15
| -0.4% | -$4.82K | 2.14% | 14 |
|
|
2017
Q3 | $1.22M | Sell |
3,924
-2
| -0.1% | -$621 | 0.55% | 23 |
|
|
2017
Q2 | $1.09M | Sell |
3,926
-70
| -2% | -$19.4K | 0.57% | 24 |
|
|
2017
Q1 | $1.07M | Buy |
3,996
+64
| +2% | +$17.1K | 0.61% | 23 |
|
|
2016
Q4 | $983K | Sell |
3,932
-24
| -0.6% | -$6K | 0.66% | 24 |
|
|
2016
Q3 | $945K | Sell |
3,956
-469
| -11% | -$112K | 0.76% | 26 |
|
|
2016
Q2 | $1.1M | Buy |
+4,425
| New | +$1.1M | 1.02% | 27 |
|