Nvest Financial’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 | $1.49M | Sell |
3,223
-398
| -11% | -$184K | 0.78% | 38 |
|
2025
Q1 | $1.62M | Buy |
3,621
+23
| +0.6% | +$10.3K | 0.87% | 35 |
|
2024
Q4 | $1.75M | Buy |
3,598
+1,085
| +43% | +$527K | 0.89% | 35 |
|
2024
Q3 | $1.47M | Buy |
2,513
+105
| +4% | +$61.4K | 0.84% | 36 |
|
2024
Q2 | $1.12M | Buy |
2,408
+380
| +19% | +$177K | 0.69% | 42 |
|
2024
Q1 | $922K | Buy |
2,028
+265
| +15% | +$121K | 0.61% | 44 |
|
2023
Q4 | $799K | Buy |
1,763
+164
| +10% | +$74.3K | 0.63% | 40 |
|
2023
Q3 | $654K | Buy |
1,599
+3
| +0.2% | +$1.23K | 0.61% | 34 |
|
2023
Q2 | $735K | Buy |
1,596
+215
| +16% | +$99K | 0.64% | 35 |
|
2023
Q1 | $653K | Buy |
1,381
+28
| +2% | +$13.2K | 0.68% | 36 |
|
2022
Q4 | $658K | Sell |
1,353
-76
| -5% | -$37K | 0.82% | 33 |
|
2022
Q3 | $552K | Sell |
1,429
-37
| -3% | -$14.3K | 0.78% | 35 |
|
2022
Q2 | $630K | Buy |
1,466
+57
| +4% | +$24.5K | 0.66% | 39 |
|
2022
Q1 | $622K | Buy |
+1,409
| New | +$622K | 0.51% | 45 |
|