Summit Securities Group’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 | $714K | Buy |
+1,541
| New | +$714K | 0.14% | 58 |
|
|
2025
Q1 | – | Sell |
-1,400
| Closed | -$680K | – | 827 |
|
|
2024
Q4 | $680K | Buy |
+1,400
| New | +$680K | 0.14% | 43 |
|
|
2024
Q1 | – | Sell |
-1,900
| Closed | -$861K | – | 552 |
|
|
2023
Q4 | $861K | Buy |
1,900
+1,300
| +217% | +$589K | 0.08% | 50 |
|
|
2023
Q3 | $245K | Sell |
600
-298
| -33% | -$122K | 0.03% | 66 |
|
|
2023
Q2 | $413K | Sell |
898
-246
| -22% | -$113K | 0.05% | 80 |
|
|
2023
Q1 | $541K | Sell |
1,144
-5,408
| -83% | -$2.56M | 0.04% | 56 |
|
|
2022
Q4 | $3.19M | Buy |
6,552
+452
| +7% | +$220K | 0.12% | 28 |
|
|
2022
Q3 | $2.36M | Buy |
6,100
+506
| +9% | +$195K | 0.18% | 33 |
|
|
2022
Q2 | $2.41M | Buy |
5,594
+3,195
| +133% | +$1.37M | 0.3% | 22 |
|
|
2022
Q1 | $1.06M | Sell |
2,399
-2,627
| -52% | -$1.16M | 0.12% | 69 |
|
|
2021
Q4 | $1.79M | Sell |
5,026
-174
| -3% | -$61.8K | 0.08% | 95 |
|
|
2021
Q3 | $1.8M | Buy |
5,200
+748
| +17% | +$258K | 0.14% | 75 |
|
|
2021
Q2 | $1.68M | Sell |
4,452
-948
| -18% | -$359K | 0.14% | 69 |
|
|
2021
Q1 | $2M | Sell |
5,400
-800
| -13% | -$296K | 0.22% | 43 |
|
|
2020
Q4 | $2.2M | Buy |
6,200
+5,000
| +417% | +$1.78M | 0.19% | 47 |
|
|
2020
Q3 | $460K | Sell |
1,200
-2,300
| -66% | -$882K | 0.05% | 86 |
|
|
2020
Q2 | $1.28M | Buy |
3,500
+100
| +3% | +$36.5K | 0.16% | 43 |
|
|
2020
Q1 | $1.15M | Sell |
3,400
-1,500
| -31% | -$508K | 0.2% | 35 |
|
|
2019
Q4 | $1.91M | Buy |
4,900
+2,200
| +81% | +$857K | 0.14% | 59 |
|
|
2019
Q3 | $1.05M | Buy |
+2,700
| New | +$1.05M | 0.09% | 45 |
|
|
2019
Q2 | – | Sell |
-1,500
| Closed | -$450K | – | 178 |
|
|
2019
Q1 | $450K | Sell |
1,500
-600
| -29% | -$180K | 0.08% | 53 |
|
|
2018
Q4 | $550K | Sell |
2,100
-1,800
| -46% | -$471K | 0.05% | 81 |
|
|
2018
Q3 | $1.35M | Sell |
3,900
-400
| -9% | -$138K | 0.5% | 37 |
|
|
2018
Q2 | $1.27M | Sell |
4,300
-500
| -10% | -$148K | 0.18% | 39 |
|
|
2018
Q1 | $1.62M | Sell |
4,800
-4,900
| -51% | -$1.66M | 0.4% | 15 |
|
|
2017
Q4 | $3.11M | Buy |
+9,700
| New | +$3.11M | 0.37% | 23 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 180 |
|
|
2017
Q2 | – | Sell |
-4,858
| Closed | -$1.3M | – | 276 |
|
|
2017
Q1 | $1.3M | Buy |
4,858
+2,458
| +102% | +$658K | 0.37% | 43 |
|
|
2016
Q4 | $600K | Buy |
+2,400
| New | +$600K | 0.13% | 111 |
|
|
2016
Q1 | – | Sell |
-2,300
| Closed | -$499K | – | 258 |
|
|
2015
Q4 | $499K | Buy |
+2,300
| New | +$499K | 0.16% | 92 |
|
|
2015
Q2 | – | Sell |
-3,100
| Closed | -$629K | – | 525 |
|
|
2015
Q1 | $629K | Buy |
3,100
+1,300
| +72% | +$264K | 0.47% | 28 |
|
|
2014
Q4 | $347K | Sell |
1,800
-600
| -25% | -$116K | 0.1% | 136 |
|
|
2014
Q3 | $439K | Buy |
2,400
+2,100
| +700% | +$384K | 0.13% | 117 |
|
|
2014
Q2 | $48K | Sell |
300
-4,800
| -94% | -$768K | 0.02% | 297 |
|
|
2014
Q1 | $833K | Buy |
5,100
+2,700
| +113% | +$441K | 0.5% | 28 |
|
|
2013
Q4 | $357K | Buy |
2,400
+1,400
| +140% | +$208K | 0.06% | 129 |
|
|
2013
Q3 | $128K | Sell |
1,000
-900
| -47% | -$115K | 0.04% | 140 |
|
|
2013
Q2 | $206K | Buy |
+1,900
| New | +$206K | 0.1% | 95 |
|