Security National Bank’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
$241K Sell
520
-760
-59% -$352K 0.04% 115
2025
Q1
$572K Sell
1,280
-12,659
-91% -$5.65M 0.11% 83
2024
Q4
$6.77M Sell
13,939
-280
-2% -$136K 0.97% 25
2024
Q3
$8.31M Sell
14,219
-27
-0.2% -$15.8K 1.13% 21
2024
Q2
$6.65M Sell
14,246
-1,436
-9% -$671K 0.97% 25
2024
Q1
$7.13M Buy
15,682
+275
+2% +$125K 1.08% 23
2023
Q4
$6.98M Sell
15,407
-18
-0.1% -$8.16K 1.58% 21
2023
Q3
$6.34M Sell
15,425
-84
-0.5% -$34.5K 1.78% 18
2023
Q2
$7.14M Sell
15,509
-632
-4% -$291K 1.82% 20
2023
Q1
$7.63M Sell
16,141
-1,062
-6% -$502K 2.04% 15
2022
Q4
$8.37M Sell
17,203
-913
-5% -$444K 2.26% 13
2022
Q3
$7M Sell
18,116
-69
-0.4% -$26.7K 1.95% 19
2022
Q2
$7.82M Sell
18,185
-818
-4% -$352K 2.17% 16
2022
Q1
$8.39M Buy
19,003
+643
+4% +$284K 1.92% 18
2021
Q4
$6.53M Buy
18,360
+689
+4% +$245K 1.48% 30
2021
Q3
$6.1M Buy
17,671
+1,092
+7% +$377K 1.53% 31
2021
Q2
$6.27M Buy
16,579
+492
+3% +$186K 1.65% 25
2021
Q1
$5.94M Buy
16,087
+1,579
+11% +$583K 1.75% 23
2020
Q4
$5.15M Sell
14,508
-534
-4% -$190K 1.64% 26
2020
Q3
$5.77M Buy
15,042
+897
+6% +$344K 2.01% 21
2020
Q2
$5.16M Buy
14,145
+617
+5% +$225K 2.13% 18
2020
Q1
$4.59M Buy
13,528
+635
+5% +$215K 2.41% 15
2019
Q4
$5.02M Buy
12,893
+46
+0.4% +$17.9K 2.24% 20
2019
Q3
$5.01M Buy
12,847
+300
+2% +$117K 2.36% 13
2019
Q2
$4.56M Buy
12,547
+315
+3% +$115K 2.25% 16
2019
Q1
$3.67M Buy
12,232
+960
+9% +$288K 1.9% 24
2018
Q4
$2.95M Buy
11,272
+444
+4% +$116K 1.84% 24
2018
Q3
$3.75M Buy
10,828
+358
+3% +$124K 2.07% 19
2018
Q2
$3.09M Buy
10,470
+71
+0.7% +$21K 1.97% 22
2018
Q1
$3.51M Sell
10,399
-289
-3% -$97.7K 2.35% 12
2017
Q4
$3.43M Sell
10,688
-102
-0.9% -$32.8K 2.23% 15
2017
Q3
$3.35M Buy
10,790
+39
+0.4% +$12.1K 2.29% 12
2017
Q2
$2.99M Buy
10,751
+310
+3% +$86.1K 2.17% 12
2017
Q1
$2.79M Buy
+10,441
New +$2.79M 2.09% 15