MBL Wealth’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 | $267K | Buy |
576
+50
| +10% | +$23.2K | 0.03% | 206 |
|
|
2025
Q1 | $235K | Sell |
526
-10
| -2% | -$4.47K | 0.02% | 211 |
|
|
2024
Q4 | $260K | Sell |
536
-6
| -1% | -$2.92K | 0.03% | 191 |
|
|
2024
Q3 | $317K | Buy |
542
+6
| +1% | +$3.51K | 0.03% | 160 |
|
|
2024
Q2 | $250K | Buy |
536
+20
| +4% | +$9.34K | 0.03% | 172 |
|
|
2024
Q1 | $235K | Sell |
516
-10
| -2% | -$4.55K | 0.03% | 171 |
|
|
2023
Q4 | $238K | Sell |
526
-598
| -53% | -$271K | 0.03% | 158 |
|
|
2023
Q3 | $460K | Sell |
1,124
-153
| -12% | -$62.6K | 0.06% | 116 |
|
|
2023
Q2 | $588K | Buy |
1,277
+420
| +49% | +$193K | 0.08% | 102 |
|
|
2023
Q1 | $405K | Buy |
857
+29
| +4% | +$13.7K | 0.06% | 111 |
|
|
2022
Q4 | $403K | Buy |
828
+36
| +5% | +$17.5K | 0.08% | 116 |
|
|
2022
Q3 | $306K | Buy |
792
+207
| +35% | +$80K | 0.07% | 122 |
|
|
2022
Q2 | $252K | Buy |
585
+103
| +21% | +$44.4K | 0.06% | 119 |
|
|
2022
Q1 | $213K | Buy |
+482
| New | +$213K | 0.05% | 158 |
|
|
2021
Q1 | $372K | Buy |
+1,006
| New | +$372K | 0.13% | 106 |
|