Oak Harbor Wealth Partners’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 | $1.04M | Buy |
2,252
+249
| +12% | +$115K | 0.28% | 76 |
|
|
2025
Q1 | $895K | Buy |
2,003
+988
| +97% | +$441K | 0.26% | 83 |
|
|
2024
Q4 | $493K | Sell |
1,015
-31
| -3% | -$15.1K | 0.14% | 118 |
|
|
2024
Q3 | $611K | Buy |
1,046
+141
| +16% | +$82.4K | 0.17% | 110 |
|
|
2024
Q2 | $423K | Buy |
905
+3
| +0.3% | +$1.4K | 0.13% | 120 |
|
|
2024
Q1 | $411K | Hold |
902
| – | – | 0.13% | 122 |
|
|
2023
Q4 | $409K | Buy |
902
+1
| +0.1% | +$453 | 0.14% | 121 |
|
|
2023
Q3 | $369K | Buy |
901
+1
| +0.1% | +$409 | 0.13% | 120 |
|
|
2023
Q2 | $414K | Buy |
900
+1
| +0.1% | +$460 | 0.14% | 123 |
|
|
2023
Q1 | $425K | Buy |
899
+198
| +28% | +$93.6K | 0.15% | 122 |
|
|
2022
Q4 | $341K | Buy |
+701
| New | +$341K | 0.13% | 115 |
|