Second Half 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 | – | Sell |
-3,417
| Closed | -$1.53M | – | 96 |
|
|
2025
Q1 | $1.53M | Sell |
3,417
-1,016
| -23% | -$454K | 0.76% | 21 |
|
|
2024
Q4 | $2.15M | Sell |
4,433
-938
| -17% | -$456K | 1.05% | 22 |
|
|
2024
Q3 | $3.14M | Buy |
+5,371
| New | +$3.14M | 1.66% | 18 |
|
|
2024
Q2 | – | Sell |
-8,960
| Closed | -$4.08M | – | 55 |
|
|
2024
Q1 | $4.08M | Buy |
8,960
+656
| +8% | +$298K | 1.81% | 21 |
|
|
2023
Q4 | $3.76M | Sell |
8,304
-217
| -3% | -$98.4K | 1.86% | 13 |
|
|
2023
Q3 | $3.48M | Sell |
8,521
-5,997
| -41% | -$2.45M | 1.74% | 13 |
|
|
2023
Q2 | $6.68M | Buy |
14,518
+5,756
| +66% | +$2.65M | 1.53% | 14 |
|
|
2023
Q1 | $4.14M | Sell |
8,762
-96
| -1% | -$45.4K | 2.46% | 10 |
|
|
2022
Q4 | $4.1M | Buy |
8,858
+1,451
| +20% | +$672K | 2.68% | 12 |
|
|
2022
Q3 | $2.86M | Sell |
7,407
-3,684
| -33% | -$1.42M | 3.56% | 11 |
|
|
2022
Q2 | $4.1M | Hold |
11,091
| – | – | 3.15% | 10 |
|
|
2022
Q1 | $4.1M | Buy |
+11,091
| New | +$4.1M | 3.15% | 10 |
|