PFG Private Wealth Management’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 | – | Sell |
-38
| Closed | -$17K | – | 162 |
|
|
2025
Q1 | $17K | Hold |
38
| – | – | 0.01% | 118 |
|
|
2024
Q4 | $18.5K | Hold |
38
| – | – | 0.01% | 117 |
|
|
2024
Q3 | $22.2K | Hold |
38
| – | – | 0.01% | 117 |
|
|
2024
Q2 | $17.8K | Hold |
38
| – | – | 0.01% | 118 |
|
|
2024
Q1 | $17.3K | Hold |
38
| – | – | 0.01% | 113 |
|
|
2023
Q4 | $17.2K | Sell |
38
-76
| -67% | -$34.4K | 0.01% | 105 |
|
|
2023
Q3 | $46.6K | Sell |
114
-188
| -62% | -$76.9K | 0.03% | 91 |
|
|
2023
Q2 | $139K | Buy |
302
+1
| +0.3% | +$460 | 0.08% | 76 |
|
|
2023
Q1 | $142K | Buy |
301
+7
| +2% | +$3.31K | 0.09% | 66 |
|
|
2022
Q4 | $143K | Sell |
294
-13
| -4% | -$6.32K | 0.09% | 67 |
|
|
2022
Q3 | $119K | Hold |
307
| – | – | 0.08% | 68 |
|
|
2022
Q2 | $132K | Hold |
307
| – | – | 0.07% | 77 |
|
|
2022
Q1 | $136K | Buy |
307
+273
| +803% | +$121K | 0.07% | 75 |
|
|
2021
Q4 | $12K | Hold |
34
| – | – | 0.01% | 192 |
|
|
2021
Q3 | $12K | Buy |
+34
| New | +$12K | 0.01% | 187 |
|