Wela Strategies’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 | $897K | Buy |
1,936
+62
| +3% | +$28.7K | 0.35% | 22 |
|
|
2025
Q1 | $837K | Buy |
+1,874
| New | +$837K | 0.35% | 22 |
|
|
2024
Q4 | – | Sell |
-1,248
| Closed | -$730K | – | 68 |
|
|
2024
Q3 | $730K | Sell |
1,248
-111
| -8% | -$64.9K | 0.32% | 24 |
|
|
2024
Q2 | $635K | Sell |
1,359
-87
| -6% | -$40.6K | 0.3% | 27 |
|
|
2024
Q1 | $658K | Buy |
1,446
+58
| +4% | +$26.4K | 0.31% | 25 |
|
|
2023
Q4 | $629K | Buy |
1,388
+41
| +3% | +$18.6K | 0.34% | 27 |
|
|
2023
Q3 | $551K | Buy |
1,347
+6
| +0.4% | +$2.45K | 0.33% | 27 |
|
|
2023
Q2 | $617K | Buy |
1,341
+3
| +0.2% | +$1.38K | 0.47% | 22 |
|
|
2023
Q1 | $633K | Sell |
1,338
-13
| -1% | -$6.15K | 0.34% | 27 |
|
|
2022
Q4 | $657K | Buy |
1,351
+55
| +4% | +$26.7K | 0.37% | 25 |
|
|
2022
Q3 | $501K | Buy |
1,296
+20
| +2% | +$7.73K | 0.34% | 26 |
|
|
2022
Q2 | $549K | Sell |
1,276
-78
| -6% | -$33.6K | 0.32% | 26 |
|
|
2022
Q1 | $598K | Sell |
1,354
-76
| -5% | -$33.6K | 0.31% | 26 |
|
|
2021
Q4 | $508K | Buy |
1,430
+44
| +3% | +$15.6K | 0.25% | 27 |
|
|
2021
Q3 | $478K | Buy |
1,386
+53
| +4% | +$18.3K | 0.25% | 26 |
|
|
2021
Q2 | $504K | Sell |
1,333
-62
| -4% | -$23.4K | 0.2% | 27 |
|
|
2021
Q1 | $515K | Buy |
+1,395
| New | +$515K | 0.28% | 26 |
|