Confluence Wealth Services’s Lockheed Martin LMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.99M Buy
2025
Q1
$1.98M Buy
2024
Q4
$1.58M Buy
2024
Q3
$677K Sell
2024
Q2
$880K Buy
2024
Q1
$613K Buy
2023
Q4
$471K Sell
2023
Q3
$428K Hold
2023
Q2
$482K Buy
2023
Q1
$492K Buy
2022
Q4
$487K Buy
2022
Q3
$377K Sell
2022
Q2
$441K Buy
2022
Q1
$414K Sell
2021
Q4
$361K Buy