ROI 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 | $1.29M | Sell |
2,780
-106
| -4% | -$49.1K | 0.82% | 29 |
|
|
2025
Q1 | $1.29M | Sell |
2,886
-241
| -8% | -$108K | 0.94% | 28 |
|
|
2024
Q4 | $1.52M | Buy |
3,127
+90
| +3% | +$43.7K | 1.03% | 25 |
|
|
2024
Q3 | $1.78M | Buy |
3,037
+247
| +9% | +$144K | 1.23% | 22 |
|
|
2024
Q2 | $1.3M | Buy |
2,790
+8
| +0.3% | +$3.74K | 0.95% | 25 |
|
|
2024
Q1 | $1.27M | Sell |
2,782
-68
| -2% | -$30.9K | 0.99% | 26 |
|
|
2023
Q4 | $1.29M | Buy |
+2,850
| New | +$1.29M | 1.07% | 28 |
|