Stiles Financial Services’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 | $2.08M | Buy |
4,492
+154
| +4% | +$71.4K | 0.72% | 49 |
|
|
2025
Q1 | $1.94M | Buy |
4,338
+191
| +5% | +$85.4K | 0.75% | 50 |
|
|
2024
Q4 | $2.02M | Sell |
4,147
-721
| -15% | -$351K | 0.73% | 47 |
|
|
2024
Q3 | $2.85M | Sell |
4,868
-104
| -2% | -$60.9K | 1% | 32 |
|
|
2024
Q2 | $2.33M | Buy |
4,972
+921
| +23% | +$431K | 0.89% | 35 |
|
|
2024
Q1 | $1.85M | Buy |
4,051
+1,023
| +34% | +$466K | 0.74% | 45 |
|
|
2023
Q4 | $1.38M | Buy |
3,028
+911
| +43% | +$414K | 0.62% | 53 |
|
|
2023
Q3 | $866K | Buy |
2,117
+1,007
| +91% | +$412K | 0.45% | 69 |
|
|
2023
Q2 | $511K | Buy |
1,110
+256
| +30% | +$118K | 0.25% | 100 |
|
|
2023
Q1 | $404K | Buy |
854
+156
| +22% | +$73.7K | 0.22% | 115 |
|
|
2022
Q4 | $340K | Buy |
698
+8
| +1% | +$3.89K | 0.19% | 124 |
|
|
2022
Q3 | $267K | Buy |
690
+3
| +0.4% | +$1.16K | 0.16% | 137 |
|
|
2022
Q2 | $295K | Sell |
687
-27
| -4% | -$11.6K | 0.18% | 129 |
|
|
2022
Q1 | $315K | Sell |
714
-13
| -2% | -$5.74K | 0.16% | 129 |
|
|
2021
Q4 | $227K | Buy |
+727
| New | +$227K | 0.11% | 165 |
|