Legacy Capital Wealth Partners’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
$638K Buy
1,377
+8
+0.6% +$3.71K 0.15% 153
2025
Q1
$612K Sell
1,369
-142
-9% -$63.4K 0.15% 145
2024
Q4
$734K Sell
1,511
-261
-15% -$127K 0.18% 115
2024
Q3
$1.04M Sell
1,772
-104
-6% -$60.8K 0.21% 102
2024
Q2
$876K Sell
1,876
-2,095
-53% -$979K 0.22% 86
2024
Q1
$1.92M Buy
3,971
+2,494
+169% +$1.2M 1.36% 27
2023
Q4
$670K Buy
1,477
+37
+3% +$16.8K 0.19% 112
2023
Q3
$589K Buy
+1,440
New +$589K 0.16% 129
2023
Q2
Sell
-1,379
Closed -$652K 146
2023
Q1
$652K Buy
+1,379
New +$652K 0.18% 111
2021
Q1
Sell
-297
Closed -$106K 95
2020
Q4
$106K Buy
+297
New +$106K 0.05% 82