Sargent Investment Group’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
$444K Sell
1,020
-19
-2% -$8.26K 0.06% 164
2025
Q1
$464K Sell
1,039
-9
-0.9% -$4.02K 0.07% 150
2024
Q4
$506K Buy
1,048
+27
+3% +$13K 0.08% 132
2024
Q3
$597K Buy
1,021
+2
+0.2% +$1.17K 0.11% 111
2024
Q2
$476K Buy
1,019
+3
+0.3% +$1.4K 0.1% 122
2024
Q1
$462K Sell
1,016
-197
-16% -$89.6K 0.1% 121
2023
Q4
$550K Buy
1,213
+11
+0.9% +$4.99K 0.12% 119
2023
Q3
$492K Buy
1,202
+8
+0.7% +$3.27K 0.12% 117
2023
Q2
$550K Buy
1,194
+7
+0.6% +$3.22K 0.13% 110
2023
Q1
$578K Buy
1,187
+9
+0.8% +$4.38K 0.15% 108
2022
Q4
$573K Buy
+1,178
New +$573K 0.18% 105
2021
Q1
Sell
-645
Closed -$229K 190
2020
Q4
$229K Buy
+645
New +$229K 0.07% 156