Valeo Financial Advisors’s Lockheed Martin LMT Stock Holding History

Valeo Financial Advisors’s Portfolio LMT Stock Details LMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$7.12M	Buy	15,369 +1,395	+10%	+$646K	0.17%	65
2025 Q1	$6.24M	Sell	13,974 -125	-0.9%	-$55.8K	0.17%	65
2024 Q4	$6.85M	Sell	14,099 -618	-4%	-$300K	0.19%	59
2024 Q3	$8.6M	Sell	14,717 -1,209	-8%	-$707K	0.25%	51
2024 Q2	$7.44M	Buy	15,926 +507	+3%	+$237K	0.23%	54
2024 Q1	$7.08M	Sell	15,419 -472	-3%	-$217K	0.25%	51
2023 Q4	$7.2M	Buy	15,891 +609	+4%	+$276K	0.29%	48
2023 Q3	$6.25M	Buy	15,282 +12	+0.1%	+$4.91K	0.28%	51
2023 Q2	$7.03M	Sell	15,270 -557	-4%	-$256K	0.32%	44
2023 Q1	$7.48M	Buy	15,827 +1,239	+8%	+$586K	0.36%	40
2022 Q4	$7.1M	Sell	14,588 -107	-0.7%	-$52.1K	0.39%	36
2022 Q3	$5.68M	Sell	14,695 -97	-0.7%	-$37.5K	0.36%	40
2022 Q2	$6.36M	Sell	14,792 -420	-3%	-$181K	0.4%	37
2022 Q1	$6.72M	Buy	15,212 +2,161	+17%	+$954K	0.34%	41
2021 Q4	$4.64M	Buy	13,051 +388	+3%	+$138K	0.25%	61
2021 Q3	$4.37M	Buy	12,663 +1,803	+17%	+$622K	0.25%	59
2021 Q2	$4.11M	Buy	10,860 +32	+0.3%	+$12.1K	0.25%	62
2021 Q1	$4M	Sell	10,828 -34,814	-76%	-$12.9M	0.19%	68
2020 Q4	$3.43M	Buy	45,642 +37,005	+428%	+$2.78M	0.18%	68
2020 Q3	$3.31M	Buy	8,637 +759	+10%	+$291K	0.29%	53
2020 Q2	$2.88M	Buy	7,878 +1,301	+20%	+$475K	0.26%	56
2020 Q1	$2.44M	Buy	6,577 +1,131	+21%	+$419K	0.26%	58
2019 Q4	$2.12M	Buy	5,446 +103	+2%	+$40.1K	0.21%	79
2019 Q3	$2.08M	Buy	5,343 +685	+15%	+$267K	0.23%	71
2019 Q2	$1.69M	Buy	4,658 +253	+6%	+$92K	0.19%	82
2019 Q1	$1.32M	Buy	4,405 +935	+27%	+$281K	0.16%	97
2018 Q4	$909K	Buy	3,470 +291	+9%	+$76.2K	0.13%	119
2018 Q3	$933K	Buy	3,179 +277	+10%	+$81.3K	0.13%	124
2018 Q2	$910K	Buy	2,902 +1,207	+71%	+$378K	0.13%	121
2018 Q1	$573K	Buy	1,695 +120	+8%	+$40.6K	0.09%	139
2017 Q4	$506K	Sell	1,575 -439	-22%	-$141K	0.08%	147
2017 Q3	$625K	Buy	+2,014	New	+$625K	0.14%	109