Everhart 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
$742K Buy
1,602
+134
+9% +$62.1K 0.09% 169
2025
Q1
$656K Buy
1,468
+118
+9% +$52.7K 0.09% 157
2024
Q4
$656K Sell
1,350
-432
-24% -$210K 0.14% 152
2024
Q3
$1.04M Buy
1,782
+496
+39% +$290K 0.23% 96
2024
Q2
$601K Buy
1,286
+160
+14% +$74.7K 0.16% 137
2024
Q1
$512K Buy
1,126
+141
+14% +$64.1K 0.15% 141
2023
Q4
$446K Buy
985
+85
+9% +$38.5K 0.16% 129
2023
Q3
$368K Sell
900
-77
-8% -$31.5K 0.16% 124
2023
Q2
$450K Buy
977
+57
+6% +$26.2K 0.19% 107
2023
Q1
$435K Buy
920
+95
+12% +$44.9K 0.2% 98
2022
Q4
$401K Sell
825
-164
-17% -$79.8K 0.2% 94
2022
Q3
$382K Buy
989
+69
+8% +$26.7K 0.21% 95
2022
Q2
$395K Buy
+920
New +$395K 0.24% 96