White Lighthouse Investment Management’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 | $266K | Buy |
573
+36
| +7% | +$16.7K | 0.04% | 120 |
|
|
2025
Q1 | $240K | Buy |
537
+37
| +7% | +$16.5K | 0.04% | 124 |
|
|
2024
Q4 | $243K | Hold |
500
| – | – | 0.04% | 120 |
|
|
2024
Q3 | $292K | Hold |
500
| – | – | 0.05% | 110 |
|
|
2024
Q2 | $234K | Hold |
500
| – | – | 0.05% | 114 |
|
|
2024
Q1 | $227K | Hold |
500
| – | – | 0.05% | 117 |
|
|
2023
Q4 | $227K | Hold |
500
| – | – | 0.05% | 117 |
|
|
2023
Q3 | $204K | Hold |
500
| – | – | 0.05% | 117 |
|
|
2023
Q2 | $230K | Hold |
500
| – | – | 0.06% | 110 |
|
|
2023
Q1 | $236K | Hold |
500
| – | – | 0.06% | 106 |
|
|
2022
Q4 | $243K | Buy |
+500
| New | +$243K | 0.07% | 102 |
|
|
2022
Q3 | – | Sell |
-500
| Closed | -$215K | – | 108 |
|
|
2022
Q2 | $215K | Sell |
500
-1
| -0.2% | -$430 | 0.06% | 105 |
|
|
2022
Q1 | $221K | Buy |
+501
| New | +$221K | 0.06% | 112 |
|
|
2021
Q4 | – | Sell |
-580
| Closed | -$200K | – | 117 |
|
|
2021
Q3 | $200K | Buy |
580
+40
| +7% | +$13.8K | 0.05% | 113 |
|
|
2021
Q2 | $204K | Sell |
540
-57
| -10% | -$21.5K | 0.06% | 115 |
|
|
2021
Q1 | $221K | Sell |
597
-72
| -11% | -$26.7K | 0.07% | 111 |
|
|
2020
Q4 | $237K | Sell |
669
-13
| -2% | -$4.61K | 0.08% | 106 |
|
|
2020
Q3 | $261K | Buy |
682
+1
| +0.1% | +$383 | 0.09% | 101 |
|
|
2020
Q2 | $249K | Sell |
681
-84
| -11% | -$30.7K | 0.09% | 103 |
|
|
2020
Q1 | $259K | Buy |
765
+16
| +2% | +$5.42K | 0.11% | 101 |
|
|
2019
Q4 | $292K | Buy |
749
+1
| +0.1% | +$390 | 0.11% | 109 |
|
|
2019
Q3 | $292K | Buy |
748
+2
| +0.3% | +$781 | 0.12% | 107 |
|
|
2019
Q2 | $271K | Buy |
746
+1
| +0.1% | +$363 | 0.11% | 109 |
|
|
2019
Q1 | $224K | Buy |
+745
| New | +$224K | 0.1% | 112 |
|
|
2018
Q4 | – | Sell |
-743
| Closed | -$257K | – | 119 |
|
|
2018
Q3 | $257K | Hold |
743
| – | – | 0.13% | 99 |
|
|
2018
Q2 | $219K | Buy |
743
+1
| +0.1% | +$295 | 0.12% | 106 |
|
|
2018
Q1 | $251K | Buy |
742
+2
| +0.3% | +$677 | 0.14% | 101 |
|
|
2017
Q4 | $238K | Buy |
+740
| New | +$238K | 0.14% | 111 |
|