Centerpoint Advisors’s Lockheed Martin LMT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$157K	Sell	259 -100	-28%	-$61.6K	0.05%	97
2025 Q4	$174K	Hold	359	–	–	0.05%	93
2025 Q3	$179K	Sell	359 -25	-7%	-$11.3K	0.06%	88
2025 Q2	$178K	Hold	384	–	–	0.06%	87
2025 Q1	$172K	Hold	384	–	–	0.06%	90
2024 Q4	$187K	Hold	384	–	–	0.07%	94
2024 Q3	$224K	Sell	384 -75	-16%	-$40.3K	0.08%	83
2024 Q2	$214K	Buy	459 +25	+6%	+$11.6K	0.08%	84
2024 Q1	$197K	Hold	434	–	–	0.07%	82
2023 Q4	$197K	Sell	434 -2	-0.5%	-$886	0.08%	84
2023 Q3	$178K	Hold	436	–	–	0.08%	94
2023 Q2	$201K	Hold	436	–	–	0.08%	92
2023 Q1	$206K	Buy	436 +1	+0.2%	+$469	0.09%	92
2022 Q4	$212K	Buy	435 +1	+0.2%	+$465	0.1%	85
2022 Q3	$168K	Buy	434 +406	+1,450%	+$170K	0.09%	85
2022 Q2	$12K	Sell	28 -12	-30%	-$5.27K	0.01%	220
2022 Q1	$18K	Hold	40	–	–	0.01%	200
2021 Q4	$14K	Hold	40	–	–	0.01%	198
2021 Q3	$14K	Buy	40 +11	+38%	+$3.98K	0.01%	182
2021 Q2	$11K	Buy	29 +17	+142%	+$6.54K	0.01%	199
2021 Q1	$4K	Hold	12	–	–	﹤0.01%	213
2020 Q4	$4K	Hold	12	–	–	﹤0.01%	204
2020 Q3	$5K	Hold	12	–	–	﹤0.01%	182
2020 Q2	$4K	Hold	12	–	–	﹤0.01%	225
2020 Q1	$4K	Sell	12 -235	-95%	-$92.4K	﹤0.01%	200
2019 Q4	$96K	Hold	247	–	–	0.07%	72
2019 Q3	$96K	Hold	247	–	–	0.08%	67
2019 Q2	$90K	Hold	247	–	–	0.07%	69
2019 Q1	$74K	Hold	247	–	–	0.06%	79
2018 Q4	$65K	Sell	247 -398	-62%	-$121K	0.06%	81
2018 Q3	$223K	Hold	645	–	–	0.18%	40
2018 Q2	$191K	Buy	645 +12	+2%	+$3.87K	0.16%	44
2018 Q1	$214K	Buy	+633	New	+$215K	0.19%	42