JFG Wealth Management’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-400
| Closed | -$234K | – | 98 |
|
|
2024
Q3 | $234K | Buy |
+400
| New | +$234K | 0.06% | 69 |
|
|
2022
Q1 | – | Sell |
-850
| Closed | -$302K | – | 51 |
|
|
2021
Q4 | $302K | Sell |
850
-11
| -1% | -$3.91K | 0.11% | 35 |
|
|
2021
Q3 | $297K | Hold |
861
| – | – | 0.14% | 35 |
|
|
2021
Q2 | $326K | Buy |
+861
| New | +$326K | 0.14% | 33 |
|
|
2021
Q1 | – | Sell |
-1,011
| Closed | -$358K | – | 35 |
|
|
2020
Q4 | $358K | Buy |
+1,011
| New | +$358K | 0.19% | 33 |
|