SWA
Sutton Wealth Advisors’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $515K | Buy |
1,259
+72
| +6% | +$29.4K | 0.25% | 65 |
|
|
2023
Q2 | $546K | Buy |
1,187
+84
| +8% | +$38.7K | 0.26% | 63 |
|
|
2023
Q1 | $521K | Sell |
1,103
-957
| -46% | -$452K | 0.28% | 61 |
|
|
2022
Q4 | $1M | Sell |
2,060
-228
| -10% | -$111K | 0.38% | 47 |
|
|
2022
Q3 | $884K | Buy |
2,288
+447
| +24% | +$173K | 0.36% | 50 |
|
|
2022
Q2 | $792K | Buy |
1,841
+79
| +4% | +$34K | 0.31% | 57 |
|
|
2022
Q1 | $778K | Buy |
1,762
+106
| +6% | +$46.8K | 0.27% | 65 |
|
|
2021
Q4 | $589K | Buy |
1,656
+153
| +10% | +$54.4K | 0.2% | 81 |
|
|
2021
Q3 | $519K | Buy |
1,503
+85
| +6% | +$29.3K | 0.19% | 87 |
|
|
2021
Q2 | $537K | Hold |
1,418
| – | – | 0.2% | 85 |
|
|
2021
Q1 | $524K | Hold |
1,418
| – | – | 0.21% | 80 |
|
|
2020
Q4 | $503K | Buy |
1,418
+6
| +0.4% | +$2.13K | 0.21% | 80 |
|
|
2020
Q3 | $541K | Buy |
1,412
+71
| +5% | +$27.2K | 0.26% | 67 |
|
|
2020
Q2 | $489K | Buy |
1,341
+42
| +3% | +$15.3K | 0.26% | 66 |
|
|
2020
Q1 | $440K | Hold |
1,299
| – | – | 0.28% | 64 |
|
|
2019
Q4 | $506K | Hold |
1,299
| – | – | 0.26% | 67 |
|
|
2019
Q3 | $507K | Buy |
1,299
+4
| +0.3% | +$1.56K | 0.28% | 56 |
|
|
2019
Q2 | $471K | Buy |
1,295
+6
| +0.5% | +$2.18K | 0.27% | 62 |
|
|
2019
Q1 | $387K | Buy |
1,289
+8
| +0.6% | +$2.4K | 0.23% | 82 |
|
|
2018
Q4 | $335K | Buy |
1,281
+257
| +25% | +$67.3K | 0.22% | 80 |
|
|
2018
Q3 | $354K | Buy |
1,024
+3
| +0.3% | +$1.04K | 0.23% | 77 |
|
|
2018
Q2 | $302K | Sell |
1,021
-10
| -1% | -$2.95K | 0.21% | 82 |
|
|
2018
Q1 | $348K | Buy |
1,031
+10
| +1% | +$3.38K | 0.25% | 65 |
|
|
2017
Q4 | $328K | Hold |
1,021
| – | – | 0.24% | 77 |
|
|
2017
Q3 | $317K | Sell |
1,021
-88
| -8% | -$27.3K | 0.24% | 70 |
|
|
2017
Q2 | $308K | Buy |
1,109
+7
| +0.6% | +$1.94K | 0.24% | 69 |
|
|
2017
Q1 | $295K | Hold |
1,102
| – | – | 0.25% | 68 |
|
|
2016
Q4 | $275K | Buy |
1,102
+3
| +0.3% | +$750 | 0.25% | 69 |
|
|
2016
Q3 | $263K | Sell |
1,099
-115
| -9% | -$27.6K | 0.24% | 72 |
|
|
2016
Q2 | $301K | Hold |
1,214
| – | – | 0.28% | 67 |
|
|
2016
Q1 | $269K | Buy |
+1,214
| New | +$269K | 0.26% | 70 |
|