Stolper & Co’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,860
| Closed | -$1.78M | – | 85 |
|
|
2023
Q2 | $1.78M | Sell |
3,860
-18
| -0.5% | -$8.29K | 0.75% | 41 |
|
|
2023
Q1 | $1.83M | Buy |
3,878
+42
| +1% | +$19.9K | 0.79% | 37 |
|
|
2022
Q4 | $1.87M | Sell |
3,836
-771
| -17% | -$375K | 0.82% | 37 |
|
|
2022
Q3 | $1.78M | Buy |
4,607
+310
| +7% | +$120K | 0.88% | 44 |
|
|
2022
Q2 | $1.85M | Buy |
4,297
+177
| +4% | +$76.1K | 0.87% | 45 |
|
|
2022
Q1 | $1.82M | Buy |
4,120
+161
| +4% | +$71.1K | 0.77% | 47 |
|
|
2021
Q4 | $1.41M | Buy |
3,959
+107
| +3% | +$38K | 0.63% | 51 |
|
|
2021
Q3 | $1.33M | Buy |
3,852
+155
| +4% | +$53.5K | 0.64% | 53 |
|
|
2021
Q2 | $1.4M | Buy |
3,697
+52
| +1% | +$19.7K | 0.66% | 48 |
|
|
2021
Q1 | $1.35M | Buy |
3,645
+744
| +26% | +$275K | 0.69% | 47 |
|
|
2020
Q4 | $1.03M | Sell |
2,901
-520
| -15% | -$185K | 0.58% | 51 |
|
|
2020
Q3 | $1.31M | Sell |
3,421
-352
| -9% | -$135K | 0.85% | 39 |
|
|
2020
Q2 | $1.38M | Sell |
3,773
-241
| -6% | -$88K | 0.9% | 39 |
|
|
2020
Q1 | $1.36M | Buy |
+4,014
| New | +$1.36M | 0.98% | 38 |
|