SFMG Wealth Advisors’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $534K | Sell |
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|
2025
Q1 | $613K | Buy |
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|
2024
Q4 | $662K | Buy |
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|
2024
Q3 | $510K | Buy |
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|
2024
Q2 | $401K | Buy |
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|
2024
Q1 | $371K | Buy |
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|
2023
Q4 | $368K | Buy |
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|
2023
Q3 | $330K | Sell |
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|
2023
Q2 | $431K | Sell |
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|
2023
Q1 | $475K | Buy |
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|
2022
Q4 | $450K | Buy |
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|
2022
Q3 | $366K | Buy |
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|
2022
Q2 | $395K | Buy |
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|
2022
Q1 | $404K | Sell |
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|
2021
Q4 | $347K | Buy |
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|
2021
Q3 | $264K | Buy |
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|
2021
Q2 | $283K | Buy |
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|
2021
Q1 | $275K | Sell |
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|
2020
Q4 | $345K | Buy |
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|
2020
Q3 | $235K | Sell |
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|
2020
Q2 | $226K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $269K | Buy |
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|
2019
Q3 | $265K | Sell |
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|
2019
Q2 | $260K | Sell |
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|
2019
Q1 | $214K | Sell |
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|
2018
Q4 | $244K | Sell |
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|
2018
Q3 | $297K | Sell |
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|
2018
Q2 | $294K | Sell |
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|
2018
Q1 | $426K | Buy |
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|
2017
Q4 | $384K | Sell |
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|
2017
Q3 | $373K | Buy |
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|
2017
Q2 | $334K | Buy |
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|
2017
Q1 | $312K | Hold |
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|
2016
Q4 | $292K | Buy |
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|
2016
Q3 | $208K | Hold |
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|
2016
Q2 | $215K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $319K | Buy |
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