Transamerica Financial Advisors’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 | $1.01M | Sell |
2,174
-50
| -2% | -$23.2K | 0.09% | 148 |
|
|
2025
Q1 | $994K | Buy |
2,224
+22
| +1% | +$9.83K | 0.1% | 155 |
|
|
2024
Q4 | $1.07M | Buy |
2,202
+155
| +8% | +$75.3K | 0.11% | 143 |
|
|
2024
Q3 | $1.2M | Sell |
2,047
-277
| -12% | -$162K | 0.12% | 139 |
|
|
2024
Q2 | $1.09M | Hold |
2,324
| – | – | 0.12% | 128 |
|
|
2024
Q1 | $1.06M | Sell |
2,324
-2,260
| -49% | -$1.03M | 0.11% | 145 |
|
|
2023
Q4 | $2.08M | Sell |
4,584
-1,442
| -24% | -$654K | 0.29% | 52 |
|
|
2023
Q3 | $2.47M | Sell |
6,026
-704
| -10% | -$288K | 0.33% | 49 |
|
|
2023
Q2 | $3.1M | Sell |
6,730
-47
| -0.7% | -$21.6K | 0.4% | 46 |
|
|
2023
Q1 | $3.2M | Sell |
6,777
-973
| -13% | -$460K | 0.42% | 43 |
|
|
2022
Q4 | $3.77M | Buy |
7,750
+131
| +2% | +$63.7K | 0.54% | 36 |
|
|
2022
Q3 | $2.94M | Buy |
7,619
+3,452
| +83% | +$1.33M | 0.43% | 36 |
|
|
2022
Q2 | $1.79M | Buy |
4,167
+4,165
| +208,250% | +$1.79M | 0.25% | 62 |
|
|
2022
Q1 | $1K | Sell |
2
-1
| -33% | -$500 | 0.04% | 88 |
|
|
2021
Q4 | $1K | Buy |
3
+1
| +50% | +$333 | 0.03% | 97 |
|
|
2021
Q3 | $1K | Sell |
2
-1
| -33% | -$500 | 0.03% | 96 |
|
|
2021
Q2 | $1K | Sell |
3
-1
| -25% | -$333 | 0.02% | 148 |
|
|
2021
Q1 | $2K | Buy |
4
+1
| +33% | +$500 | 0.05% | 100 |
|
|
2020
Q4 | $2K | Sell |
3
-1
| -25% | -$667 | 0.04% | 97 |
|
|
2020
Q3 | $2K | Sell |
4
-1,187
| -100% | -$594K | 0.04% | 106 |
|
|
2020
Q2 | $435K | Buy |
+1,191
| New | +$435K | 0.1% | 110 |
|
|
2019
Q3 | – | Sell |
-896
| Closed | -$326K | – | 353 |
|
|
2019
Q2 | $326K | Buy |
+896
| New | +$326K | 0.07% | 143 |
|
|
2019
Q1 | – | Sell |
-647
| Closed | -$170K | – | 314 |
|
|
2018
Q4 | $170K | Sell |
647
-9
| -1% | -$2.37K | 0.04% | 160 |
|
|
2018
Q3 | $227K | Buy |
656
+62
| +10% | +$21.5K | 0.05% | 174 |
|
|
2018
Q2 | $176K | Sell |
594
-18,145
| -97% | -$5.38M | 0.04% | 186 |
|
|
2018
Q1 | $6.33M | Sell |
18,739
-2,975
| -14% | -$1.01M | 0.94% | 33 |
|
|
2017
Q4 | $6.97M | Buy |
21,714
+1,683
| +8% | +$540K | 0.92% | 30 |
|
|
2017
Q3 | $6.22M | Sell |
20,031
-670
| -3% | -$208K | 0.77% | 45 |
|
|
2017
Q2 | $5.75M | Buy |
20,701
+543
| +3% | +$151K | 0.78% | 44 |
|
|
2017
Q1 | $5.4M | Sell |
20,158
-92
| -0.5% | -$24.6K | 0.65% | 50 |
|
|
2016
Q4 | $5.06M | Buy |
20,250
+806
| +4% | +$201K | 0.6% | 55 |
|
|
2016
Q3 | $4.66M | Buy |
19,444
+1,741
| +10% | +$417K | 0.51% | 61 |
|
|
2016
Q2 | $4.39M | Buy |
17,703
+11,871
| +204% | +$2.95M | 0.44% | 62 |
|
|
2016
Q1 | $1.29M | Sell |
5,832
-764
| -12% | -$169K | 0.11% | 153 |
|
|
2015
Q4 | $1.43M | Buy |
6,596
+996
| +18% | +$216K | 0.11% | 146 |
|
|
2015
Q3 | $1.16M | Sell |
5,600
-112
| -2% | -$23.2K | 0.09% | 145 |
|
|
2015
Q2 | $1.06M | Buy |
5,712
+207
| +4% | +$38.5K | 0.08% | 172 |
|
|
2015
Q1 | $1.12M | Sell |
5,505
-157
| -3% | -$31.9K | 0.08% | 168 |
|
|
2014
Q4 | $1.09M | Buy |
5,662
+525
| +10% | +$101K | 0.09% | 126 |
|
|
2014
Q3 | $939K | Sell |
5,137
-241
| -4% | -$44.1K | 0.08% | 119 |
|
|
2014
Q2 | $862K | Sell |
5,378
-119
| -2% | -$19.1K | 0.08% | 133 |
|
|
2014
Q1 | $898K | Sell |
5,497
-222
| -4% | -$36.3K | 0.09% | 113 |
|
|
2013
Q4 | $851K | Buy |
5,719
+3,630
| +174% | +$540K | 0.09% | 112 |
|
|
2013
Q3 | $267K | Buy |
2,089
+166
| +9% | +$21.2K | 0.03% | 213 |
|
|
2013
Q2 | $209K | Buy |
+1,923
| New | +$209K | 0.03% | 199 |
|