Plan Group 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 | $416K | Buy |
898
+108
| +14% | +$50K | 0.14% | 113 |
|
|
2025
Q1 | $353K | Buy |
790
+300
| +61% | +$134K | 0.13% | 113 |
|
|
2024
Q4 | $238K | Hold |
490
| – | – | 0.13% | 100 |
|
|
2024
Q3 | $286K | Buy |
490
+4
| +0.8% | +$2.34K | 0.15% | 93 |
|
|
2024
Q2 | $227K | Sell |
486
-2
| -0.4% | -$934 | 0.14% | 82 |
|
|
2024
Q1 | $222K | Buy |
488
+2
| +0.4% | +$909 | 0.15% | 86 |
|
|
2023
Q4 | $220K | Sell |
486
-38
| -7% | -$17.2K | 0.19% | 63 |
|
|
2023
Q3 | $214K | Buy |
+524
| New | +$214K | 0.15% | 64 |
|
|
2022
Q2 | $214K | Buy |
+499
| New | +$214K | 0.37% | 49 |
|