Legacy Private Trust’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 | $1.28M | Sell |
2,761
-1,911
| -41% | -$885K | 0.08% | 139 |
|
|
2025
Q1 | $2.09M | Sell |
4,672
-3,562
| -43% | -$1.59M | 0.14% | 112 |
|
|
2024
Q4 | $4M | Sell |
8,234
-418
| -5% | -$203K | 0.26% | 77 |
|
|
2024
Q3 | $5.06M | Sell |
8,652
-571
| -6% | -$334K | 0.34% | 66 |
|
|
2024
Q2 | $4.31M | Buy |
9,223
+56
| +0.6% | +$26.2K | 0.31% | 72 |
|
|
2024
Q1 | $4.17M | Sell |
9,167
-1,884
| -17% | -$857K | 0.3% | 73 |
|
|
2023
Q4 | $5.01M | Buy |
11,051
+1,816
| +20% | +$823K | 0.4% | 63 |
|
|
2023
Q3 | $3.78M | Sell |
9,235
-479
| -5% | -$196K | 0.33% | 72 |
|
|
2023
Q2 | $4.47M | Buy |
9,714
+209
| +2% | +$96.2K | 0.37% | 66 |
|
|
2023
Q1 | $4.49M | Sell |
9,505
-1,290
| -12% | -$610K | 0.38% | 73 |
|
|
2022
Q4 | $5.25M | Sell |
10,795
-4,070
| -27% | -$1.98M | 0.47% | 60 |
|
|
2022
Q3 | $5.74M | Buy |
+14,865
| New | +$5.74M | 0.54% | 53 |
|
|
2016
Q4 | – | Sell |
-973
| Closed | -$233K | – | 248 |
|
|
2016
Q3 | $233K | Sell |
973
-100
| -9% | -$23.9K | 0.03% | 218 |
|
|
2016
Q2 | $266K | Hold |
1,073
| – | – | 0.04% | 207 |
|
|
2016
Q1 | $238K | Buy |
+1,073
| New | +$238K | 0.04% | 214 |
|
|
2015
Q4 | – | Sell |
-1,022
| Closed | -$212K | – | 251 |
|
|
2015
Q3 | $212K | Sell |
1,022
-149
| -13% | -$30.9K | 0.03% | 225 |
|
|
2015
Q2 | $218K | Buy |
+1,171
| New | +$218K | 0.03% | 234 |
|