Diversify Advisory Services’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
$2.94M Buy
6,819
+1,819
+36% +$785K 0.11% 133
2025
Q1
$2.38M Sell
5,000
-5,951
-54% -$2.83M 0.15% 109
2024
Q4
$5.13M Sell
10,951
-1,129
-9% -$528K 0.28% 50
2024
Q3
$6.97M Sell
12,080
-1,480
-11% -$854K 0.37% 46
2024
Q2
$6.24M Sell
13,560
-1,606
-11% -$739K 0.34% 55
2024
Q1
$6.87M Buy
+15,166
New +$6.87M 0.4% 52