Ethos Financial Group’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
$330K Sell
712
-118
-14% -$54.6K 0.03% 326
2025
Q1
$404K Hold
830
0.04% 275
2024
Q4
$404K Sell
830
-98
-11% -$47.7K 0.05% 187
2024
Q3
$545K Sell
928
-140
-13% -$82.2K 0.09% 124
2024
Q2
$507K Sell
1,068
-259
-20% -$123K 0.09% 132
2024
Q1
$604K Sell
1,327
-307
-19% -$140K 0.11% 125
2023
Q4
$741K Sell
1,634
-343
-17% -$156K 0.16% 98
2023
Q3
$809K Sell
1,977
-11
-0.6% -$4.5K 0.21% 66
2023
Q2
$940K Hold
1,988
0.32% 52
2023
Q1
$940K Sell
1,988
-40
-2% -$18.9K 0.29% 57
2022
Q4
$988K Buy
+2,028
New +$988K 0.33% 48