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 |
|