Principle 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
$3.38M Buy
7,288
+79
+1% +$36.6K 0.21% 87
2025
Q1
$3.22M Sell
7,209
-109
-1% -$48.7K 0.23% 96
2024
Q4
$3.56M Buy
7,318
+138
+2% +$67.1K 0.25% 90
2024
Q3
$4.2M Buy
7,180
+5
+0.1% +$2.92K 0.3% 77
2024
Q2
$3.35M Sell
7,175
-90
-1% -$42K 0.26% 93
2024
Q1
$3.3M Buy
7,265
+160
+2% +$72.8K 0.26% 91
2023
Q4
$3.22M Buy
7,105
+14
+0.2% +$6.35K 0.28% 88
2023
Q3
$2.9M Buy
7,091
+457
+7% +$187K 0.29% 81
2023
Q2
$3.05M Buy
6,634
+1
+0% +$460 0.31% 77
2023
Q1
$3.14M Buy
6,633
+12
+0.2% +$5.67K 0.34% 71
2022
Q4
$3.22M Buy
6,621
+1
+0% +$487 0.37% 72
2022
Q3
$2.56K Buy
6,620
+1
+0% 0.24% 77
2022
Q2
$2.85M Buy
6,619
+230
+4% +$98.9K 0.34% 70
2022
Q1
$2.82M Buy
6,389
+282
+5% +$124K 0.3% 76
2021
Q4
$2.17M Buy
6,107
+513
+9% +$182K 0.23% 87
2021
Q3
$1.93M Buy
5,594
+202
+4% +$69.7K 0.22% 93
2021
Q2
$2.04M Buy
5,392
+301
+6% +$114K 0.23% 89
2021
Q1
$1.88M Buy
5,091
+2
+0% +$739 0.22% 92
2020
Q4
$1.81M Buy
5,089
+2,094
+70% +$743K 0.24% 85
2020
Q3
$1.15M Sell
2,995
-54
-2% -$20.7K 0.32% 49
2020
Q2
$1.11M Hold
3,049
0.33% 48
2020
Q1
$1.03M Sell
3,049
-119
-4% -$40.3K 0.39% 45
2019
Q4
$1.23M Sell
3,168
-135
-4% -$52.6K 0.39% 50
2019
Q3
$1.29M Buy
3,303
+1,147
+53% +$447K 0.45% 50
2019
Q2
$784K Buy
2,156
+964
+81% +$351K 0.4% 49
2019
Q1
$358K Sell
1,192
-378
-24% -$114K 0.2% 88
2018
Q4
$411K Buy
+1,570
New +$411K 0.34% 65