Souders Financial 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 | $231K | Buy |
499
+5
| +1% | +$2.32K | 0.03% | 188 |
|
|
2025
Q1 | $220K | Buy |
494
+30
| +6% | +$13.4K | 0.03% | 174 |
|
|
2024
Q4 | $226K | Buy |
464
+5
| +1% | +$2.43K | 0.03% | 167 |
|
|
2024
Q3 | $269K | Buy |
459
+1
| +0.2% | +$585 | 0.04% | 147 |
|
|
2024
Q2 | $214K | Buy |
458
+9
| +2% | +$4.21K | 0.03% | 157 |
|
|
2024
Q1 | $204K | Sell |
449
-9
| -2% | -$4.1K | 0.03% | 155 |
|
|
2023
Q4 | $208K | Sell |
458
-1,131
| -71% | -$513K | 0.04% | 151 |
|
|
2023
Q3 | $650K | Sell |
1,589
-532
| -25% | -$218K | 0.12% | 105 |
|
|
2023
Q2 | $976K | Sell |
2,121
-18
| -0.8% | -$8.29K | 0.19% | 85 |
|
|
2023
Q1 | $1.01M | Buy |
2,139
+21
| +1% | +$9.93K | 0.21% | 82 |
|
|
2022
Q4 | $1.03M | Sell |
2,118
-19
| -0.9% | -$9.24K | 0.24% | 79 |
|
|
2022
Q3 | $826K | Buy |
2,137
+548
| +34% | +$212K | 0.22% | 82 |
|
|
2022
Q2 | $683K | Buy |
1,589
+1,109
| +231% | +$477K | 0.2% | 87 |
|
|
2022
Q1 | $212K | Sell |
480
-98
| -17% | -$43.3K | 0.06% | 135 |
|
|
2021
Q4 | $205K | Buy |
+578
| New | +$205K | 0.06% | 133 |
|
|
2021
Q3 | – | Sell |
-2,244
| Closed | -$849K | – | 139 |
|
|
2021
Q2 | $849K | Buy |
2,244
+116
| +5% | +$43.9K | 0.29% | 74 |
|
|
2021
Q1 | $786K | Buy |
2,128
+1,535
| +259% | +$567K | 0.31% | 69 |
|
|
2020
Q4 | $211K | Sell |
593
-5
| -0.8% | -$1.78K | 0.09% | 104 |
|
|
2020
Q3 | $222K | Buy |
598
+3
| +0.5% | +$1.11K | 0.1% | 97 |
|
|
2020
Q2 | $217K | Buy |
+595
| New | +$217K | 0.12% | 91 |
|