SWA
SFMG Wealth Advisors’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $534K | Sell |
1,153
-220
| -16% | -$102K | 0.04% | 150 |
|
|
2025
Q1 | $613K | Buy |
1,373
+10
| +0.7% | +$4.47K | 0.05% | 133 |
|
|
2024
Q4 | $662K | Buy |
1,363
+490
| +56% | +$238K | 0.05% | 122 |
|
|
2024
Q3 | $510K | Buy |
873
+15
| +2% | +$8.77K | 0.04% | 141 |
|
|
2024
Q2 | $401K | Buy |
858
+42
| +5% | +$19.6K | 0.03% | 164 |
|
|
2024
Q1 | $371K | Buy |
816
+4
| +0.5% | +$1.82K | 0.03% | 176 |
|
|
2023
Q4 | $368K | Buy |
812
+6
| +0.7% | +$2.72K | 0.03% | 168 |
|
|
2023
Q3 | $330K | Sell |
806
-130
| -14% | -$53.2K | 0.03% | 169 |
|
|
2023
Q2 | $431K | Sell |
936
-68
| -7% | -$31.3K | 0.04% | 141 |
|
|
2023
Q1 | $475K | Buy |
1,004
+79
| +9% | +$37.4K | 0.05% | 133 |
|
|
2022
Q4 | $450K | Buy |
925
+4
| +0.4% | +$1.95K | 0.05% | 142 |
|
|
2022
Q3 | $366K | Buy |
921
+3
| +0.3% | +$1.19K | 0.04% | 151 |
|
|
2022
Q2 | $395K | Buy |
918
+2
| +0.2% | +$861 | 0.05% | 146 |
|
|
2022
Q1 | $404K | Sell |
916
-60
| -6% | -$26.5K | 0.04% | 163 |
|
|
2021
Q4 | $347K | Buy |
976
+211
| +28% | +$75K | 0.03% | 181 |
|
|
2021
Q3 | $264K | Buy |
765
+18
| +2% | +$6.21K | 0.03% | 209 |
|
|
2021
Q2 | $283K | Buy |
747
+2
| +0.3% | +$758 | 0.03% | 206 |
|
|
2021
Q1 | $275K | Sell |
745
-228
| -23% | -$84.2K | 0.03% | 193 |
|
|
2020
Q4 | $345K | Buy |
973
+359
| +58% | +$127K | 0.04% | 158 |
|
|
2020
Q3 | $235K | Sell |
614
-4
| -0.6% | -$1.53K | 0.03% | 156 |
|
|
2020
Q2 | $226K | Buy |
+618
| New | +$226K | 0.03% | 143 |
|
|
2020
Q1 | – | Sell |
-690
| Closed | -$269K | – | 163 |
|
|
2019
Q4 | $269K | Buy |
690
+10
| +1% | +$3.9K | 0.03% | 137 |
|
|
2019
Q3 | $265K | Sell |
680
-23
| -3% | -$8.96K | 0.04% | 124 |
|
|
2019
Q2 | $260K | Sell |
703
-10
| -1% | -$3.7K | 0.04% | 127 |
|
|
2019
Q1 | $214K | Sell |
713
-217
| -23% | -$65.1K | 0.03% | 133 |
|
|
2018
Q4 | $244K | Sell |
930
-64
| -6% | -$16.8K | 0.04% | 117 |
|
|
2018
Q3 | $297K | Sell |
994
-1
| -0.1% | -$299 | 0.05% | 99 |
|
|
2018
Q2 | $294K | Sell |
995
-266
| -21% | -$78.6K | 0.05% | 107 |
|
|
2018
Q1 | $426K | Buy |
1,261
+66
| +6% | +$22.3K | 0.07% | 82 |
|
|
2017
Q4 | $384K | Sell |
1,195
-8
| -0.7% | -$2.57K | 0.06% | 93 |
|
|
2017
Q3 | $373K | Buy |
1,203
+1
| +0.1% | +$310 | 0.07% | 85 |
|
|
2017
Q2 | $334K | Buy |
1,202
+35
| +3% | +$9.73K | 0.07% | 87 |
|
|
2017
Q1 | $312K | Hold |
1,167
| – | – | 0.06% | 87 |
|
|
2016
Q4 | $292K | Buy |
1,167
+300
| +35% | +$75.1K | 0.06% | 91 |
|
|
2016
Q3 | $208K | Hold |
867
| – | – | 0.05% | 107 |
|
|
2016
Q2 | $215K | Buy |
+867
| New | +$215K | 0.05% | 97 |
|
|
2015
Q2 | – | Sell |
-1,570
| Closed | -$319K | – | 145 |
|
|
2015
Q1 | $319K | Buy |
+1,570
| New | +$319K | 0.03% | 128 |
|