SAG
SageView Advisory Group’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Sell |
3,447
-89
| -3% | -$37.5K | 0.05% | 189 |
|
|
2025
Q1 | $1.58M | Sell |
3,536
-276
| -7% | -$123K | 0.07% | 152 |
|
|
2024
Q4 | $1.85M | Buy |
3,812
+493
| +15% | +$240K | 0.08% | 131 |
|
|
2024
Q3 | $1.94M | Sell |
3,319
-916
| -22% | -$535K | 0.1% | 114 |
|
|
2024
Q2 | $1.98M | Buy |
+4,235
| New | +$1.98M | 0.09% | 126 |
|
|
2024
Q1 | – | Sell |
-5,760
| Closed | -$2.49M | – | 670 |
|
|
2023
Q4 | $2.49M | Buy |
5,760
+869
| +18% | +$375K | 0.11% | 117 |
|
|
2023
Q3 | $2M | Sell |
4,891
-307
| -6% | -$126K | 0.11% | 111 |
|
|
2023
Q2 | $2.39M | Buy |
5,198
+995
| +24% | +$458K | 0.13% | 101 |
|
|
2023
Q1 | $1.99M | Buy |
4,203
+1,778
| +73% | +$841K | 0.13% | 117 |
|
|
2022
Q4 | $1.18M | Buy |
+2,425
| New | +$1.18M | 0.1% | 136 |
|