CIA
Concurrent Investment Advisors’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.8M | Buy |
14,688
+321
| +2% | +$149K | 0.13% | 169 |
|
|
2025
Q1 | $6.42M | Buy |
14,367
+2,071
| +17% | +$925K | 0.16% | 141 |
|
|
2024
Q4 | $5.98M | Sell |
12,296
-10
| -0.1% | -$4.86K | 0.16% | 132 |
|
|
2024
Q3 | $7.19M | Buy |
12,306
+1,095
| +10% | +$640K | 0.21% | 109 |
|
|
2024
Q2 | $5.24M | Buy |
11,211
+368
| +3% | +$172K | 0.17% | 130 |
|
|
2024
Q1 | $4.93M | Sell |
10,843
-578
| -5% | -$263K | 0.2% | 116 |
|
|
2023
Q4 | $5.18M | Buy |
+11,421
| New | +$5.18M | 0.24% | 93 |
|