U.S. Capital Wealth 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
$3.08M Buy
6,660
+1,131
+20% +$524K 0.09% 221
2025
Q1
$2.47M Sell
5,529
-25
-0.5% -$11.2K 0.08% 252
2024
Q4
$2.7M Sell
5,554
-222
-4% -$108K 0.08% 247
2024
Q3
$3.38M Sell
5,776
-360
-6% -$210K 0.12% 168
2024
Q2
$2.87M Sell
6,136
-1,226
-17% -$573K 0.11% 180
2024
Q1
$3.35M Sell
7,362
-1,967
-21% -$895K 0.13% 161
2023
Q4
$4.23M Sell
9,329
-1,352
-13% -$613K 0.17% 132
2023
Q3
$4.37M Sell
10,681
-37
-0.3% -$15.1K 0.2% 112
2023
Q2
$4.93M Buy
10,718
+47
+0.4% +$21.6K 0.23% 100
2023
Q1
$5.04M Sell
10,671
-151
-1% -$71.4K 0.23% 96
2022
Q4
$5.26M Sell
10,822
-7,540
-41% -$3.67M 0.24% 91
2022
Q3
$7.09M Sell
18,362
-11,508
-39% -$4.45M 0.36% 55
2022
Q2
$12.8M Sell
29,870
-1,648
-5% -$709K 0.56% 30
2022
Q1
$13.9M Buy
31,518
+1,983
+7% +$875K 0.51% 35
2021
Q4
$10.5M Buy
29,535
+154
+0.5% +$54.7K 0.42% 53
2021
Q3
$10.1M Buy
+29,381
New +$10.1M 0.44% 50