PF
Phoenix Financial’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-364
| Closed | -$213K | – | 377 |
|
|
2024
Q3 | $213K | Buy |
+364
| New | +$213K | ﹤0.01% | 335 |
|
|
2024
Q2 | – | Sell |
-7,590
| Closed | -$3.45M | – | 390 |
|
|
2024
Q1 | $3.45M | Buy |
7,590
+719
| +10% | +$327K | 0.05% | 159 |
|
|
2023
Q4 | $3.5M | Sell |
6,871
-339
| -5% | -$173K | 0.06% | 147 |
|
|
2023
Q3 | $2.95M | Sell |
7,210
-107
| -1% | -$43.8K | 0.05% | 148 |
|
|
2023
Q2 | $3.37M | Buy |
7,317
+4,650
| +174% | +$2.14M | 0.07% | 115 |
|
|
2023
Q1 | $1.26M | Buy |
+2,667
| New | +$1.26M | 0.03% | 175 |
|
|
2020
Q4 | – | Sell |
-2,893
| Closed | -$1.06M | – | 399 |
|
|
2020
Q3 | $1.06M | Buy |
+2,893
| New | +$1.06M | 0.04% | 191 |
|
|
2020
Q2 | – | Sell |
-1,154
| Closed | -$379K | – | 342 |
|
|
2020
Q1 | $379K | Buy |
+1,154
| New | +$379K | 0.02% | 253 |
|