SWM
SFG Wealth Management’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $480K | Hold |
1,036
| – | – | 0.29% | 47 |
|
|
2025
Q1 | $463K | Buy |
1,036
+13
| +1% | +$5.81K | 0.23% | 76 |
|
|
2024
Q4 | $497K | Buy |
1,023
+1
| +0.1% | +$486 | 0.26% | 55 |
|
|
2024
Q3 | $598K | Hold |
1,022
| – | – | 0.32% | 50 |
|
|
2024
Q2 | $477K | Sell |
1,022
-9
| -0.9% | -$4.2K | 0.27% | 54 |
|
|
2024
Q1 | $469K | Hold |
1,031
| – | – | 0.28% | 54 |
|
|
2023
Q4 | $467K | Buy |
1,031
+1
| +0.1% | +$453 | 0.31% | 50 |
|
|
2023
Q3 | $421K | Buy |
1,030
+1
| +0.1% | +$409 | 0.33% | 50 |
|
|
2023
Q2 | $474K | Buy |
1,029
+98
| +11% | +$45.1K | 0.4% | 46 |
|
|
2023
Q1 | $440K | Hold |
931
| – | – | 0.49% | 38 |
|
|
2022
Q4 | $453K | Buy |
931
+3
| +0.3% | +$1.46K | 0.56% | 35 |
|
|
2022
Q3 | $358K | Sell |
928
-59
| -6% | -$22.8K | 0.48% | 45 |
|
|
2022
Q2 | $424K | Buy |
987
+17
| +2% | +$7.3K | 0.49% | 48 |
|
|
2022
Q1 | $428K | Sell |
970
-5
| -0.5% | -$2.21K | 0.4% | 50 |
|
|
2021
Q4 | $347K | Buy |
+975
| New | +$347K | 0.31% | 65 |
|