SIM
Sonora Investment Management’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $10.2M | Buy |
29,619
+1,419
| +5% | +$490K | 1.28% | 23 |
|
|
2021
Q2 | $10.7M | Buy |
28,200
+1,047
| +4% | +$396K | 1.39% | 19 |
|
|
2021
Q1 | $10M | Buy |
27,153
+1,674
| +7% | +$619K | 0.79% | 31 |
|
|
2020
Q4 | $9.05M | Buy |
25,479
+1,470
| +6% | +$522K | 0.75% | 39 |
|
|
2020
Q3 | $9.2M | Buy |
24,009
+759
| +3% | +$291K | 0.85% | 35 |
|
|
2020
Q2 | $8.48M | Buy |
23,250
+772
| +3% | +$282K | 0.87% | 36 |
|
|
2020
Q1 | $7.62M | Buy |
22,478
+1,436
| +7% | +$487K | 0.9% | 33 |
|
|
2019
Q4 | $8.19M | Buy |
21,042
+1,318
| +7% | +$513K | 0.77% | 40 |
|
|
2019
Q3 | $7.69M | Buy |
19,724
+780
| +4% | +$304K | 0.8% | 36 |
|
|
2019
Q2 | $6.89M | Buy |
18,944
+839
| +5% | +$305K | 0.77% | 43 |
|
|
2019
Q1 | $5.43M | Buy |
18,105
+3,150
| +21% | +$945K | 0.67% | 47 |
|
|
2018
Q4 | $3.92M | Buy |
14,955
+6,298
| +73% | +$1.65M | 0.57% | 57 |
|
|
2018
Q3 | $3M | Buy |
8,657
+1,106
| +15% | +$383K | 0.41% | 75 |
|
|
2018
Q2 | $2.23M | Buy |
7,551
+481
| +7% | +$142K | 0.34% | 83 |
|
|
2018
Q1 | $2.39M | Buy |
7,070
+214
| +3% | +$72.3K | 0.38% | 78 |
|
|
2017
Q4 | $2.2M | Buy |
6,856
+271
| +4% | +$87K | 0.35% | 79 |
|
|
2017
Q3 | $2.04M | Buy |
6,585
+696
| +12% | +$216K | 0.35% | 80 |
|
|
2017
Q2 | $1.63M | Buy |
5,889
+265
| +5% | +$73.6K | 0.31% | 83 |
|
|
2017
Q1 | $1.5M | Buy |
5,624
+1,460
| +35% | +$391K | 0.29% | 89 |
|
|
2016
Q4 | $1.04M | Buy |
4,164
+195
| +5% | +$48.7K | 0.22% | 100 |
|
|
2016
Q3 | $951K | Buy |
3,969
+1,025
| +35% | +$246K | 0.2% | 100 |
|
|
2016
Q2 | $731K | Buy |
2,944
+160
| +6% | +$39.7K | 0.17% | 101 |
|
|
2016
Q1 | $630K | Buy |
2,784
+64
| +2% | +$14.5K | 0.15% | 107 |
|
|
2015
Q4 | $591K | Buy |
2,720
+30
| +1% | +$6.52K | 0.15% | 100 |
|
|
2015
Q3 | $545K | Buy |
+2,690
| New | +$545K | 0.16% | 88 |
|