Stokes Capital 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 | $6.06M | Buy |
13,077
+89
| +0.7% | +$41.2K | 1.48% | 33 |
|
|
2025
Q1 | $5.8M | Buy |
12,988
+250
| +2% | +$112K | 1.48% | 39 |
|
|
2024
Q4 | $6.19M | Buy |
12,738
+214
| +2% | +$104K | 1.6% | 28 |
|
|
2024
Q3 | $7.32M | Sell |
12,524
-89
| -0.7% | -$52K | 1.88% | 24 |
|
|
2024
Q2 | $5.89M | Sell |
12,613
-830
| -6% | -$388K | 1.64% | 34 |
|
|
2024
Q1 | $6.11M | Buy |
13,443
+491
| +4% | +$223K | 1.78% | 30 |
|
|
2023
Q4 | $5.87M | Buy |
12,952
+823
| +7% | +$373K | 1.86% | 30 |
|
|
2023
Q3 | $4.96M | Buy |
12,129
+70
| +0.6% | +$28.6K | 1.73% | 30 |
|
|
2023
Q2 | $5.55M | Sell |
12,059
-481
| -4% | -$221K | 1.87% | 28 |
|
|
2023
Q1 | $5.93M | Sell |
12,540
-98
| -0.8% | -$46.3K | 2.01% | 19 |
|
|
2022
Q4 | $6.15M | Sell |
12,638
-1,735
| -12% | -$844K | 2.12% | 15 |
|
|
2022
Q3 | $5.55M | Buy |
14,373
+58
| +0.4% | +$22.4K | 2.06% | 20 |
|
|
2022
Q2 | $6.16M | Sell |
14,315
-767
| -5% | -$330K | 2.15% | 17 |
|
|
2022
Q1 | $6.66M | Buy |
15,082
+153
| +1% | +$67.5K | 1.94% | 22 |
|
|
2021
Q4 | $5.31M | Sell |
14,929
-150
| -1% | -$53.3K | 1.58% | 33 |
|
|
2021
Q3 | $5.2M | Buy |
15,079
+823
| +6% | +$284K | 1.68% | 30 |
|
|
2021
Q2 | $5.39M | Buy |
14,256
+2,796
| +24% | +$1.06M | 1.77% | 26 |
|
|
2021
Q1 | $4.23M | Buy |
11,460
+904
| +9% | +$334K | 1.74% | 30 |
|
|
2020
Q4 | $3.75M | Buy |
10,556
+879
| +9% | +$312K | 1.63% | 33 |
|
|
2020
Q3 | $3.71M | Buy |
9,677
+253
| +3% | +$97K | 1.78% | 26 |
|
|
2020
Q2 | $3.44M | Buy |
9,424
+1,183
| +14% | +$432K | 1.82% | 24 |
|
|
2020
Q1 | $2.79M | Buy |
8,241
+110
| +1% | +$37.3K | 1.67% | 27 |
|
|
2019
Q4 | $3.17M | Buy |
8,131
+510
| +7% | +$199K | 1.6% | 32 |
|
|
2019
Q3 | $2.97M | Hold |
7,621
| – | – | 1.61% | 29 |
|
|
2019
Q2 | $2.77M | Sell |
7,621
-15
| -0.2% | -$5.45K | 1.57% | 32 |
|
|
2019
Q1 | $2.29M | Buy |
7,636
+255
| +3% | +$76.5K | 1.38% | 36 |
|
|
2018
Q4 | $1.93M | Buy |
7,381
+1,145
| +18% | +$300K | 1.34% | 37 |
|
|
2018
Q3 | $2.16M | Buy |
6,236
+270
| +5% | +$93.4K | 1.32% | 36 |
|
|
2018
Q2 | $1.76M | Buy |
5,966
+475
| +9% | +$140K | 1.15% | 44 |
|
|
2018
Q1 | $1.86M | Buy |
5,491
+79
| +1% | +$26.7K | 1.22% | 37 |
|
|
2017
Q4 | $1.74M | Buy |
+5,412
| New | +$1.74M | 1.17% | 39 |
|