Mark Sheptoff Financial Planning’s L3Harris LHX Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio LHX Stock Details LHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$87.7K	Hold	501	–	–	0.05%	137
2025 Q1	$87.7K	Hold	501	–	–	0.05%	128
2024 Q4	$87.7K	Hold	501	–	–	0.05%	134
2024 Q3	$87.7K	Hold	501	–	–	0.05%	135
2024 Q2	$87.7K	Hold	501	–	–	0.05%	145
2024 Q1	$87.7K	Hold	501	–	–	0.05%	141
2023 Q4	$87.7K	Hold	501	–	–	0.05%	127
2023 Q3	$87.7K	Sell	501 -5,162	-91%	-$904K	0.06%	117
2023 Q2	$1.11M	Hold	5,663	–	–	0.63%	31
2023 Q1	$1.11M	Hold	5,663	–	–	0.65%	31
2022 Q4	$1.18M	Hold	5,663	–	–	0.69%	31
2022 Q3	$1.18M	Sell	5,663 -100	-2%	-$20.8K	0.72%	29
2022 Q2	$1.39M	Buy	5,763 +200	+4%	+$48.3K	0.8%	26
2022 Q1	$1.38M	Buy	5,563 +950	+21%	+$236K	0.7%	29
2021 Q4	$984K	Hold	4,613	–	–	0.47%	38
2021 Q3	$1.02M	Hold	4,613	–	–	0.56%	34
2021 Q2	$997K	Buy	4,613 +100	+2%	+$21.6K	0.53%	37
2021 Q1	$915K	Sell	4,513 -2,800	-38%	-$568K	0.53%	37
2020 Q4	$1.38M	Sell	7,313 -375	-5%	-$70.9K	0.79%	30
2020 Q3	$1.31M	Sell	7,688 -450	-6%	-$76.4K	0.8%	30
2020 Q2	$1.38M	Hold	8,138	–	–	0.9%	28
2020 Q1	$1.47M	Sell	8,138 -75	-0.9%	-$13.5K	1.11%	24
2019 Q4	$1.63M	Hold	8,213	–	–	1.02%	24
2019 Q3	$1.71M	Buy	+8,213	New	+$1.71M	1.16%	21
2019 Q2	–	Sell	-8,081	Closed	-$1.29M	–	361
2019 Q1	$1.29M	Sell	8,081 -250	-3%	-$39.9K	0.93%	29
2018 Q4	$1.12M	Buy	8,331 +1,380	+20%	+$186K	0.93%	30
2018 Q3	$1.18M	Hold	6,951	–	–	0.81%	35
2018 Q2	$1.01M	Hold	6,951	–	–	0.74%	34
2018 Q1	$1.12M	Sell	6,951 -200	-3%	-$32.3K	0.78%	36
2017 Q4	$1.01M	Buy	7,151 +200	+3%	+$28.3K	0.66%	45
2017 Q3	$915K	Hold	6,951	–	–	0.61%	44
2017 Q2	$758K	Sell	6,951 -800	-10%	-$87.2K	0.52%	53
2017 Q1	$862K	Buy	7,751 +850	+12%	+$94.5K	0.61%	45
2016 Q4	$707K	Buy	6,901 +1,400	+25%	+$143K	0.52%	52
2016 Q3	$504K	Buy	5,501 +2,051	+59%	+$188K	0.37%	62
2016 Q2	$288K	Buy	+3,450	New	+$288K	0.22%	78
2015 Q4	–	Sell	-64	Closed	-$5K	–	408
2015 Q3	$5K	Buy	+64	New	+$5K	﹤0.01%	286