StrongBox Wealth’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 | $224K | Sell |
482
-31
| -6% | -$14.4K | 0.08% | 85 |
|
|
2025
Q1 | $229K | Sell |
513
-23
| -4% | -$10.3K | 0.1% | 86 |
|
|
2024
Q4 | $260K | Sell |
536
-260
| -33% | -$126K | 0.11% | 79 |
|
|
2024
Q3 | $465K | Hold |
796
| – | – | 0.2% | 62 |
|
|
2024
Q2 | $372K | Buy |
796
+260
| +49% | +$121K | 0.18% | 67 |
|
|
2024
Q1 | $244K | Buy |
536
+10
| +2% | +$4.55K | 0.13% | 75 |
|
|
2023
Q4 | $238K | Buy |
526
+10
| +2% | +$4.53K | 0.14% | 73 |
|
|
2023
Q3 | $211K | Sell |
516
-12
| -2% | -$4.91K | 0.13% | 79 |
|
|
2023
Q2 | $243K | Sell |
528
-80
| -13% | -$36.8K | 0.15% | 78 |
|
|
2023
Q1 | $287K | Sell |
608
-200
| -25% | -$94.5K | 0.19% | 68 |
|
|
2022
Q4 | $393K | Sell |
808
-3
| -0.4% | -$1.46K | 0.28% | 60 |
|
|
2022
Q3 | $313K | Sell |
811
-50
| -6% | -$19.3K | 0.23% | 66 |
|
|
2022
Q2 | $370K | Buy |
861
+45
| +6% | +$19.3K | 0.24% | 68 |
|
|
2022
Q1 | $360K | Sell |
816
-46
| -5% | -$20.3K | 0.21% | 71 |
|
|
2021
Q4 | $306K | Buy |
862
+29
| +3% | +$10.3K | 0.15% | 87 |
|
|
2021
Q3 | $288K | Sell |
833
-8
| -1% | -$2.77K | 0.16% | 87 |
|
|
2021
Q2 | $318K | Buy |
841
+15
| +2% | +$5.67K | 0.18% | 82 |
|
|
2021
Q1 | $305K | Buy |
826
+2
| +0.2% | +$738 | 0.19% | 75 |
|
|
2020
Q4 | $292K | Buy |
824
+3
| +0.4% | +$1.06K | 0.19% | 77 |
|
|
2020
Q3 | $315K | Sell |
821
-32
| -4% | -$12.3K | 0.23% | 64 |
|
|
2020
Q2 | $311K | Sell |
853
-53
| -6% | -$19.3K | 0.28% | 67 |
|
|
2020
Q1 | $307K | Buy |
+906
| New | +$307K | 0.35% | 62 |
|