Marshall Financial Group (Maryland)’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 | $3.23M | Buy |
6,895
+309
| +5% | +$145K | 0.63% | 30 |
|
|
2025
Q1 | $2.94M | Buy |
6,586
+521
| +9% | +$233K | 0.64% | 33 |
|
|
2024
Q4 | $2.95M | Sell |
6,065
-265
| -4% | -$129K | 0.71% | 29 |
|
|
2024
Q3 | $3.7M | Buy |
6,330
+920
| +17% | +$538K | 0.88% | 21 |
|
|
2024
Q2 | $2.53M | Buy |
5,410
+4,746
| +715% | +$2.22M | 0.71% | 30 |
|
|
2024
Q1 | $302K | Sell |
664
-2
| -0.3% | -$910 | 0.09% | 150 |
|
|
2023
Q4 | $302K | Buy |
666
+12
| +2% | +$5.44K | 0.1% | 148 |
|
|
2023
Q3 | $267K | Sell |
654
-25
| -4% | -$10.2K | 0.1% | 148 |
|
|
2023
Q2 | $313K | Buy |
679
+101
| +17% | +$46.5K | 0.11% | 142 |
|
|
2023
Q1 | $273K | Sell |
578
-104
| -15% | -$49.2K | 0.1% | 153 |
|
|
2022
Q4 | $332K | Hold |
682
| – | – | 0.13% | 137 |
|
|
2022
Q3 | $263K | Sell |
682
-11
| -2% | -$4.24K | 0.11% | 159 |
|
|
2022
Q2 | $298K | Sell |
693
-8
| -1% | -$3.44K | 0.12% | 152 |
|
|
2022
Q1 | $309K | Hold |
701
| – | – | 0.13% | 168 |
|
|
2021
Q4 | $249K | Buy |
701
+86
| +14% | +$30.5K | 0.09% | 193 |
|
|
2021
Q3 | $212K | Hold |
615
| – | – | 0.11% | 166 |
|
|
2021
Q2 | $233K | Sell |
615
-50
| -8% | -$18.9K | 0.13% | 159 |
|
|
2021
Q1 | $246K | Sell |
665
-380
| -36% | -$141K | 0.15% | 122 |
|
|
2020
Q4 | $371K | Buy |
+1,045
| New | +$371K | 0.24% | 99 |
|