Safeguard Investment Advisory Group’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-578
| Closed | -$264K | – | 111 |
|
|
2024
Q1 | $264K | Sell |
578
-1
| -0.2% | -$456 | 0.09% | 78 |
|
|
2023
Q4 | $263K | Buy |
579
+33
| +6% | +$15K | 0.1% | 77 |
|
|
2023
Q3 | $224K | Sell |
546
-2
| -0.4% | -$819 | 0.1% | 84 |
|
|
2023
Q2 | $253K | Buy |
+548
| New | +$253K | 0.11% | 82 |
|
|
2021
Q1 | – | Sell |
-268
| Closed | -$95K | – | 435 |
|
|
2020
Q4 | $95K | Buy |
+268
| New | +$95K | 0.08% | 123 |
|