Soltis Investment Advisors’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 | $9.06M | Sell |
19,555
-171
| -0.9% | -$79.2K | 0.71% | 25 |
|
|
2025
Q1 | $8.81M | Buy |
19,726
+5,791
| +42% | +$2.59M | 0.79% | 23 |
|
|
2024
Q4 | $6.77M | Buy |
13,935
+4,159
| +43% | +$2.02M | 0.63% | 35 |
|
|
2024
Q3 | $5.71M | Sell |
9,776
-1,079
| -10% | -$631K | 0.56% | 55 |
|
|
2024
Q2 | $5.07M | Buy |
10,855
+50
| +0.5% | +$23.4K | 0.54% | 59 |
|
|
2024
Q1 | $4.91M | Buy |
10,805
+44
| +0.4% | +$20K | 0.55% | 63 |
|
|
2023
Q4 | $4.88M | Sell |
10,761
-375
| -3% | -$170K | 0.55% | 58 |
|
|
2023
Q3 | $4.55M | Sell |
11,136
-405
| -4% | -$166K | 0.59% | 56 |
|
|
2023
Q2 | $5.31M | Buy |
11,541
+711
| +7% | +$327K | 0.62% | 48 |
|
|
2023
Q1 | $5.12M | Buy |
10,830
+177
| +2% | +$83.7K | 0.65% | 41 |
|
|
2022
Q4 | $5.18M | Buy |
10,653
+1,304
| +14% | +$634K | 0.68% | 34 |
|
|
2022
Q3 | $3.61M | Buy |
9,349
+1,526
| +20% | +$589K | 0.54% | 47 |
|
|
2022
Q2 | $3.36M | Buy |
7,823
+1,679
| +27% | +$722K | 0.49% | 54 |
|
|
2022
Q1 | $2.71M | Buy |
6,144
+1,069
| +21% | +$472K | 0.38% | 65 |
|
|
2021
Q4 | $1.8M | Buy |
5,075
+4,376
| +626% | +$1.56M | 0.25% | 90 |
|
|
2021
Q3 | $241K | Sell |
699
-3,055
| -81% | -$1.05M | 0.04% | 218 |
|
|
2021
Q2 | $1.42M | Buy |
3,754
+955
| +34% | +$361K | 0.23% | 89 |
|
|
2021
Q1 | $1.03M | Buy |
2,799
+1,282
| +85% | +$474K | 0.19% | 102 |
|
|
2020
Q4 | $539K | Buy |
+1,517
| New | +$539K | 0.1% | 134 |
|