Steward Partners Investment Advisory’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
$22.7M Buy
49,092
+4,672
+11% +$2.16M 0.18% 114
2025
Q1
$19.8M Sell
44,420
-4,387
-9% -$1.96M 0.18% 118
2024
Q4
$23.7M Sell
48,807
-2,301
-5% -$1.12M 0.21% 97
2024
Q3
$29.9M Sell
51,108
-5,700
-10% -$3.33M 0.28% 78
2024
Q2
$26.5M Buy
56,808
+6,947
+14% +$3.24M 0.28% 76
2024
Q1
$22.7M Buy
49,861
+4,915
+11% +$2.24M 0.25% 81
2023
Q4
$20.4M Sell
44,946
-8,862
-16% -$4.02M 0.28% 75
2023
Q3
$22M Buy
53,808
+3,852
+8% +$1.58M 0.34% 62
2023
Q2
$23M Buy
49,956
+11,771
+31% +$5.42M 0.34% 60
2023
Q1
$18.1M Sell
38,185
-419
-1% -$198K 0.29% 79
2022
Q4
$18.8M Sell
38,604
-503
-1% -$245K 0.32% 72
2022
Q3
$15.1M Buy
39,107
+1,701
+5% +$657K 0.28% 79
2022
Q2
$16.1M Buy
37,406
+3,340
+10% +$1.44M 0.29% 78
2022
Q1
$15M Buy
34,066
+9,704
+40% +$4.28M 0.23% 101
2021
Q4
$8.66M Sell
24,362
-8,153
-25% -$2.9M 0.13% 178
2021
Q3
$11.2M Sell
32,515
-2,256
-6% -$779K 0.19% 127
2021
Q2
$13.2M Sell
34,771
-9,258
-21% -$3.5M 0.22% 100
2021
Q1
$16.3M Buy
44,029
+4,921
+13% +$1.82M 0.29% 79
2020
Q4
$13.9M Buy
39,108
+1,244
+3% +$442K 0.3% 80
2020
Q3
$14.5M Sell
37,864
-510
-1% -$195K 0.37% 62
2020
Q2
$14M Buy
38,374
+6,408
+20% +$2.34M 0.4% 57
2020
Q1
$10.8M Buy
31,966
+10,449
+49% +$3.54M 0.4% 58
2019
Q4
$8.38M Buy
21,517
+4,049
+23% +$1.58M 0.25% 100
2019
Q3
$6.81M Buy
17,468
+1,578
+10% +$615K 0.23% 106
2019
Q2
$5.78M Sell
15,890
-2,295
-13% -$834K 0.21% 113
2019
Q1
$5.46M Sell
18,185
-233
-1% -$69.9K 0.23% 105
2018
Q4
$4.82M Buy
18,418
+9,677
+111% +$2.53M 0.23% 106
2018
Q3
$3.02M Buy
8,741
+255
+3% +$88.2K 0.14% 160
2018
Q2
$2.51M Buy
8,486
+2,004
+31% +$592K 0.15% 162
2018
Q1
$2.19M Buy
6,482
+82
+1% +$27.7K 0.15% 158
2017
Q4
$2.05M Buy
6,400
+5,000
+357% +$1.6M 0.16% 150
2017
Q3
$434K Buy
1,400
+6
+0.4% +$1.86K 0.04% 321
2017
Q2
$387K Sell
1,394
-959
-41% -$266K 0.04% 314
2017
Q1
$629K Buy
2,353
+565
+32% +$151K 0.1% 181
2016
Q4
$446K Buy
+1,788
New +$446K 0.2% 115