Root Financial 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
$255K Buy
551
+10
+2% +$4.63K 0.02% 205
2025
Q1
$242K Buy
541
+25
+5% +$11.2K 0.03% 184
2024
Q4
$251K Buy
+516
New +$251K 0.03% 176