AssuredPartners Investment Advisors’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
$313K Sell
676
-79
-10% -$36.6K 0.08% 181
2025
Q1
$337K Sell
755
-46
-6% -$20.6K 0.07% 254
2024
Q4
$389K Buy
+801
New +$389K 0.08% 237