True Link 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 | $2.39M | Sell |
5,153
-305
| -6% | -$141K | 0.16% | 22 |
|
|
2025
Q1 | $2.44M | Sell |
5,458
-204
| -4% | -$91.1K | 0.18% | 23 |
|
|
2024
Q4 | $2.75M | Buy |
5,662
+1
| +0% | +$486 | 0.23% | 15 |
|
|
2024
Q3 | $3.31M | Sell |
5,661
-30
| -0.5% | -$17.5K | 0.28% | 16 |
|
|
2024
Q2 | $2.66M | Sell |
5,691
-12
| -0.2% | -$5.61K | 0.25% | 16 |
|
|
2024
Q1 | $2.59M | Sell |
5,703
-493
| -8% | -$224K | 0.25% | 16 |
|
|
2023
Q4 | $2.81M | Buy |
+6,196
| New | +$2.81M | 0.3% | 15 |
|
|
2023
Q3 | – | Sell |
-819
| Closed | -$377K | – | 111 |
|
|
2023
Q2 | $377K | Hold |
819
| – | – | 0.05% | 88 |
|
|
2023
Q1 | $387K | Hold |
819
| – | – | 0.05% | 90 |
|
|
2022
Q4 | $398K | Hold |
819
| – | – | 0.05% | 83 |
|
|
2022
Q3 | $316K | Hold |
819
| – | – | 0.05% | 107 |
|
|
2022
Q2 | $352K | Buy |
819
+29
| +4% | +$12.5K | 0.05% | 100 |
|
|
2022
Q1 | $349K | Buy |
+790
| New | +$349K | 0.05% | 97 |
|
|
2021
Q4 | – | Sell |
-18
| Closed | -$6K | – | 787 |
|
|
2021
Q3 | $6K | Hold |
18
| – | – | ﹤0.01% | 658 |
|
|
2021
Q2 | $7K | Buy |
+18
| New | +$7K | ﹤0.01% | 584 |
|