Surevest’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $3.06M | Buy |
7,913
+258
| +3% | +$99.7K | 0.83% | 53 |
|
|
2022
Q2 | $3.29M | Buy |
7,655
+980
| +15% | +$421K | 0.86% | 49 |
|
|
2022
Q1 | $2.95M | Sell |
6,675
-1,744
| -21% | -$770K | 0.71% | 63 |
|
|
2021
Q4 | $2.99M | Sell |
8,419
-6,783
| -45% | -$2.41M | 0.71% | 63 |
|
|
2021
Q3 | $5.25M | Buy |
15,202
+1,141
| +8% | +$394K | 1.33% | 19 |
|
|
2021
Q2 | $5.32M | Buy |
14,061
+1,740
| +14% | +$658K | 1.39% | 19 |
|
|
2021
Q1 | $4.55M | Buy |
12,321
+921
| +8% | +$340K | 1.38% | 27 |
|
|
2020
Q4 | $4.05M | Buy |
11,400
+2,737
| +32% | +$972K | 1.35% | 34 |
|
|
2020
Q3 | $3.32M | Buy |
+8,663
| New | +$3.32M | 1.31% | 44 |
|