Evernest Financial Advisors’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 | $1.17M | Buy |
2,519
+111
| +5% | +$51.4K | 0.38% | 55 |
|
|
2025
Q1 | $1.08M | Buy |
2,408
+37
| +2% | +$16.5K | 0.39% | 60 |
|
|
2024
Q4 | $1.15M | Sell |
2,371
-356
| -13% | -$173K | 0.3% | 58 |
|
|
2024
Q3 | $1.59M | Sell |
2,727
-269
| -9% | -$157K | 0.43% | 38 |
|
|
2024
Q2 | $1.4M | Sell |
2,996
-9
| -0.3% | -$4.2K | 0.63% | 29 |
|
|
2024
Q1 | $1.39M | Sell |
3,005
-384
| -11% | -$178K | 0.66% | 31 |
|
|
2023
Q4 | $1.54M | Buy |
+3,389
| New | +$1.54M | 0.78% | 31 |
|
|
2021
Q4 | $1.41M | Buy |
+3,299
| New | +$1.41M | 0.73% | 29 |
|