Wolff Financial 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 | $457K | Sell |
986
-276
| -22% | -$128K | 0.12% | 71 |
|
|
2025
Q1 | $564K | Hold |
1,262
| – | – | 0.16% | 62 |
|
|
2024
Q4 | $613K | Hold |
1,262
| – | – | 0.17% | 56 |
|
|
2024
Q3 | $738K | Buy |
+1,262
| New | +$738K | 0.2% | 49 |
|
|
2024
Q2 | – | Sell |
-1,261
| Closed | -$574K | – | 66 |
|
|
2024
Q1 | $574K | Hold |
1,261
| – | – | 0.17% | 60 |
|
|
2023
Q4 | $571K | Hold |
1,261
| – | – | 0.18% | 60 |
|
|
2023
Q3 | $516K | Buy |
+1,261
| New | +$516K | 0.18% | 62 |
|
|
2023
Q2 | – | Sell |
-1,278
| Closed | -$604K | – | 68 |
|
|
2023
Q1 | $604K | Sell |
1,278
-17
| -1% | -$8.03K | 0.21% | 58 |
|
|
2022
Q4 | $630K | Buy |
1,295
+1
| +0.1% | +$486 | 0.23% | 58 |
|
|
2022
Q3 | $500K | Sell |
1,294
-35
| -3% | -$13.5K | 0.23% | 62 |
|
|
2022
Q2 | $572K | Hold |
1,329
| – | – | 0.25% | 57 |
|
|
2022
Q1 | $587K | Hold |
1,329
| – | – | 0.23% | 60 |
|
|
2021
Q4 | $472K | Buy |
+1,329
| New | +$472K | 0.18% | 73 |
|
|
2021
Q1 | $496K | Buy |
1,341
+89
| +7% | +$32.9K | 0.23% | 69 |
|
|
2020
Q4 | $444K | Buy |
1,252
+1
| +0.1% | +$355 | 0.23% | 63 |
|
|
2020
Q3 | $480K | Buy |
1,251
+191
| +18% | +$73.3K | 0.28% | 57 |
|
|
2020
Q2 | $387K | Buy |
1,060
+38
| +4% | +$13.9K | 0.25% | 61 |
|
|
2020
Q1 | $346K | Buy |
1,022
+46
| +5% | +$15.6K | 0.26% | 61 |
|
|
2019
Q4 | $380K | Buy |
976
+47
| +5% | +$18.3K | 0.25% | 64 |
|
|
2019
Q3 | $362K | Buy |
929
+262
| +39% | +$102K | 0.26% | 62 |
|
|
2019
Q2 | $242K | Hold |
667
| – | – | 0.19% | 70 |
|
|
2019
Q1 | $200K | Buy |
+667
| New | +$200K | 0.17% | 79 |
|