SWA
Stratos Wealth Advisors’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $463K | Buy |
1,000
+26
| +3% | +$12K | 0.02% | 465 |
|
|
2025
Q1 | $435K | Sell |
974
-71
| -7% | -$31.7K | 0.02% | 465 |
|
|
2024
Q4 | $508K | Sell |
1,045
-103
| -9% | -$50.1K | 0.02% | 470 |
|
|
2024
Q3 | $672K | Buy |
1,148
+166
| +17% | +$97.1K | 0.03% | 431 |
|
|
2024
Q2 | $459K | Buy |
982
+61
| +7% | +$28.5K | 0.02% | 491 |
|
|
2024
Q1 | $419K | Sell |
921
-6,833
| -88% | -$3.11M | 0.02% | 495 |
|
|
2023
Q4 | $3.51M | Buy |
7,754
+56
| +0.7% | +$25.4K | 0.2% | 146 |
|
|
2023
Q3 | $3.15M | Buy |
7,698
+507
| +7% | +$207K | 0.21% | 140 |
|
|
2023
Q2 | $3.31M | Sell |
7,191
-97
| -1% | -$44.7K | 0.23% | 121 |
|
|
2023
Q1 | $3.45M | Buy |
7,288
+114
| +2% | +$53.9K | 0.27% | 109 |
|
|
2022
Q4 | $3.49M | Buy |
7,174
+282
| +4% | +$137K | 0.29% | 102 |
|
|
2022
Q3 | $2.66M | Buy |
6,892
+491
| +8% | +$190K | 0.28% | 101 |
|
|
2022
Q2 | $2.75M | Sell |
6,401
-21
| -0.3% | -$9.03K | 0.25% | 104 |
|
|
2022
Q1 | $2.84M | Sell |
6,422
-332
| -5% | -$147K | 0.23% | 119 |
|
|
2021
Q4 | $2.4M | Sell |
6,754
-165
| -2% | -$58.7K | 0.17% | 163 |
|
|
2021
Q3 | $2.39M | Sell |
6,919
-63
| -0.9% | -$21.7K | 0.2% | 138 |
|
|
2021
Q2 | $2.64M | Buy |
6,982
+442
| +7% | +$167K | 0.23% | 117 |
|
|
2021
Q1 | $2.42M | Buy |
6,540
+1,355
| +26% | +$501K | 0.26% | 104 |
|
|
2020
Q4 | $1.84M | Buy |
5,185
+475
| +10% | +$169K | 0.25% | 98 |
|
|
2020
Q3 | $1.81M | Sell |
4,710
-77
| -2% | -$29.5K | 0.44% | 61 |
|
|
2020
Q2 | $1.75M | Buy |
+4,787
| New | +$1.75M | 0.54% | 53 |
|
|
2019
Q4 | – | Sell |
-1,139
| Closed | -$444K | – | 209 |
|
|
2019
Q3 | $444K | Hold |
1,139
| – | – | 0.17% | 132 |
|
|
2019
Q2 | $414K | Buy |
1,139
+47
| +4% | +$17.1K | 0.17% | 138 |
|
|
2019
Q1 | $328K | Buy |
1,092
+4
| +0.4% | +$1.2K | 0.18% | 148 |
|
|
2018
Q4 | $285K | Buy |
+1,088
| New | +$285K | 0.19% | 143 |
|