Valmark Advisers’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 | $1.82M | Buy |
3,930
+41
| +1% | +$19K | 0.03% | 239 |
|
|
2025
Q1 | $1.74M | Buy |
3,889
+2
| +0.1% | +$893 | 0.03% | 228 |
|
|
2024
Q4 | $1.89M | Buy |
3,887
+147
| +4% | +$71.4K | 0.03% | 212 |
|
|
2024
Q3 | $2.19M | Sell |
3,740
-10
| -0.3% | -$5.85K | 0.03% | 186 |
|
|
2024
Q2 | $1.75M | Buy |
3,750
+251
| +7% | +$117K | 0.03% | 197 |
|
|
2024
Q1 | $1.59M | Buy |
3,499
+22
| +0.6% | +$10K | 0.03% | 202 |
|
|
2023
Q4 | $1.58M | Buy |
3,477
+70
| +2% | +$31.7K | 0.03% | 192 |
|
|
2023
Q3 | $1.39M | Sell |
3,407
-36
| -1% | -$14.7K | 0.03% | 183 |
|
|
2023
Q2 | $1.59M | Sell |
3,443
-99
| -3% | -$45.6K | 0.03% | 175 |
|
|
2023
Q1 | $1.67M | Sell |
3,542
-87
| -2% | -$41.1K | 0.04% | 161 |
|
|
2022
Q4 | $1.77M | Buy |
3,629
+147
| +4% | +$71.5K | 0.04% | 150 |
|
|
2022
Q3 | $1.35M | Buy |
3,482
+39
| +1% | +$15.1K | 0.03% | 159 |
|
|
2022
Q2 | $1.48M | Sell |
3,443
-90
| -3% | -$38.7K | 0.03% | 147 |
|
|
2022
Q1 | $1.56M | Buy |
3,533
+53
| +2% | +$23.4K | 0.03% | 153 |
|
|
2021
Q4 | $1.24M | Buy |
3,480
+60
| +2% | +$21.3K | 0.02% | 173 |
|
|
2021
Q3 | $1.18M | Buy |
3,420
+107
| +3% | +$36.9K | 0.02% | 166 |
|
|
2021
Q2 | $1.25M | Buy |
3,313
+20
| +0.6% | +$7.57K | 0.02% | 157 |
|
|
2021
Q1 | $1.22M | Buy |
3,293
+491
| +18% | +$181K | 0.02% | 158 |
|
|
2020
Q4 | $995K | Buy |
2,802
+2,167
| +341% | +$770K | 0.02% | 167 |
|
|
2020
Q3 | $243K | Sell |
635
-70
| -10% | -$26.8K | 0.01% | 263 |
|
|
2020
Q2 | $257K | Buy |
705
+45
| +7% | +$16.4K | 0.01% | 232 |
|
|
2020
Q1 | $224K | Buy |
660
+131
| +25% | +$44.5K | 0.01% | 211 |
|
|
2019
Q4 | $206K | Sell |
529
-217
| -29% | -$84.5K | ﹤0.01% | 227 |
|
|
2019
Q3 | $291K | Buy |
746
+76
| +11% | +$29.6K | 0.01% | 194 |
|
|
2019
Q2 | $244K | Sell |
670
-50
| -7% | -$18.2K | 0.01% | 201 |
|
|
2019
Q1 | $216K | Buy |
+720
| New | +$216K | ﹤0.01% | 209 |
|
|
2018
Q4 | – | Sell |
-810
| Closed | -$280K | – | 213 |
|
|
2018
Q3 | $280K | Hold |
810
| – | – | 0.01% | 169 |
|
|
2018
Q2 | $239K | Hold |
810
| – | – | 0.01% | 170 |
|
|
2018
Q1 | $274K | Sell |
810
-84
| -9% | -$28.4K | 0.01% | 157 |
|
|
2017
Q4 | $287K | Buy |
+894
| New | +$287K | 0.01% | 153 |
|