Optimist Retirement Group’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 | $2.14M | Sell |
4,626
-22
| -0.5% | -$10.2K | 1.03% | 31 |
|
|
2025
Q1 | $2.08M | Buy |
4,648
+684
| +17% | +$306K | 1.04% | 36 |
|
|
2024
Q4 | $1.93M | Sell |
3,964
-93
| -2% | -$45.2K | 0.91% | 34 |
|
|
2024
Q3 | $2.37M | Sell |
4,057
-37
| -0.9% | -$21.6K | 1.07% | 23 |
|
|
2024
Q2 | $1.91M | Buy |
4,094
+124
| +3% | +$57.9K | 1.01% | 30 |
|
|
2024
Q1 | $1.81M | Buy |
3,970
+679
| +21% | +$309K | 0.93% | 31 |
|
|
2023
Q4 | $1.49M | Buy |
+3,291
| New | +$1.49M | 0.97% | 26 |
|