SBSB
Sullivan, Bruyette, Speros & Blaney’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $2.23M | Sell |
6,025
-1,241
| -17% | -$459K | 0.1% | 61 |
|
|
2020
Q4 | $2.58M | Sell |
7,266
-47
| -0.6% | -$16.7K | 0.12% | 55 |
|
|
2020
Q3 | $2.8M | Buy |
7,313
+864
| +13% | +$331K | 0.16% | 43 |
|
|
2020
Q2 | $2.35M | Sell |
6,449
-505
| -7% | -$184K | 0.14% | 44 |
|
|
2020
Q1 | $2.36M | Buy |
6,954
+1,872
| +37% | +$634K | 0.17% | 39 |
|
|
2019
Q4 | $1.98M | Hold |
5,082
| – | – | 0.11% | 49 |
|
|
2019
Q3 | $1.98M | Buy |
5,082
+191
| +4% | +$74.5K | 0.12% | 47 |
|
|
2019
Q2 | $1.78M | Buy |
4,891
+72
| +1% | +$26.2K | 0.11% | 52 |
|
|
2019
Q1 | $1.45M | Sell |
4,819
-564
| -10% | -$169K | 0.09% | 60 |
|
|
2018
Q4 | $1.41M | Buy |
5,383
+2,947
| +121% | +$771K | 0.1% | 53 |
|
|
2018
Q3 | $843K | Buy |
2,436
+90
| +4% | +$31.1K | 0.08% | 66 |
|
|
2018
Q2 | $693K | Sell |
2,346
-19
| -0.8% | -$5.61K | 0.07% | 72 |
|
|
2018
Q1 | $799K | Sell |
2,365
-101
| -4% | -$34.1K | 0.08% | 67 |
|
|
2017
Q4 | $792K | Hold |
2,466
| – | – | 0.07% | 70 |
|
|
2017
Q3 | $765K | Buy |
2,466
+19
| +0.8% | +$5.89K | 0.08% | 68 |
|
|
2017
Q2 | $679K | Buy |
2,447
+280
| +13% | +$77.7K | 0.07% | 73 |
|
|
2017
Q1 | $580K | Hold |
2,167
| – | – | 0.06% | 75 |
|
|
2016
Q4 | $542K | Hold |
2,167
| – | – | 0.06% | 78 |
|
|
2016
Q3 | $519K | Buy |
2,167
+473
| +28% | +$113K | 0.05% | 77 |
|
|
2016
Q2 | $420K | Buy |
+1,694
| New | +$420K | 0.04% | 80 |
|