Quantum Financial Advisors’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 | $276K | Hold |
597
| – | – | 0.04% | 140 |
|
|
2025
Q1 | $267K | Sell |
597
-12
| -2% | -$5.36K | 0.04% | 135 |
|
|
2024
Q4 | $296K | Hold |
609
| – | – | 0.05% | 128 |
|
|
2024
Q3 | $356K | Hold |
609
| – | – | 0.06% | 110 |
|
|
2024
Q2 | $284K | Hold |
609
| – | – | 0.05% | 123 |
|
|
2024
Q1 | $277K | Buy |
+609
| New | +$277K | 0.05% | 126 |
|
|
2023
Q4 | – | Sell |
-693
| Closed | -$283K | – | 128 |
|
|
2023
Q3 | $283K | Buy |
+693
| New | +$283K | 0.08% | 81 |
|