Trek Financial’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 | $603K | Sell |
1,302
-98
| -7% | -$45.4K | 0.04% | 244 |
|
|
2025
Q1 | $625K | Sell |
1,400
-246
| -15% | -$110K | 0.05% | 219 |
|
|
2024
Q4 | $800K | Buy |
1,646
+408
| +33% | +$198K | 0.06% | 217 |
|
|
2024
Q3 | $724K | Sell |
1,238
-117
| -9% | -$68.4K | 0.05% | 207 |
|
|
2024
Q2 | $633K | Sell |
1,355
-5
| -0.4% | -$2.34K | 0.05% | 207 |
|
|
2024
Q1 | $619K | Sell |
1,360
-859
| -39% | -$391K | 0.05% | 206 |
|
|
2023
Q4 | $1.01M | Sell |
2,219
-504
| -19% | -$228K | 0.09% | 125 |
|
|
2023
Q3 | $1.11M | Buy |
2,723
+204
| +8% | +$83.4K | 0.1% | 125 |
|
|
2023
Q2 | $1.16M | Sell |
2,519
-74
| -3% | -$34.1K | 0.1% | 103 |
|
|
2023
Q1 | $1.23M | Buy |
2,593
+280
| +12% | +$132K | 0.11% | 103 |
|
|
2022
Q4 | $1.13M | Buy |
2,313
+523
| +29% | +$254K | 0.11% | 104 |
|
|
2022
Q3 | $692K | Buy |
1,790
+16
| +0.9% | +$6.19K | 0.07% | 115 |
|
|
2022
Q2 | $763K | Buy |
1,774
+33
| +2% | +$14.2K | 0.08% | 104 |
|
|
2022
Q1 | $769K | Sell |
1,741
-454
| -21% | -$201K | 0.07% | 107 |
|
|
2021
Q4 | $780K | Sell |
2,195
-231
| -10% | -$82.1K | 0.07% | 81 |
|
|
2021
Q3 | $837K | Buy |
2,426
+518
| +27% | +$179K | 0.09% | 73 |
|
|
2021
Q2 | $722K | Sell |
1,908
-1,095
| -36% | -$414K | 0.08% | 80 |
|
|
2021
Q1 | $1.11M | Buy |
3,003
+1,633
| +119% | +$604K | 0.13% | 62 |
|
|
2020
Q4 | $486K | Sell |
1,370
-359
| -21% | -$127K | 0.06% | 95 |
|
|
2020
Q3 | $663K | Buy |
1,729
+282
| +19% | +$108K | 0.1% | 71 |
|
|
2020
Q2 | $528K | Buy |
+1,447
| New | +$528K | 0.08% | 78 |
|