Shepherd 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 | $3.62M | Buy |
7,818
+99
| +1% | +$45.8K | 0.38% | 52 |
|
|
2025
Q1 | $3.45M | Sell |
7,719
-1,763
| -19% | -$788K | 0.4% | 50 |
|
|
2024
Q4 | $4.61M | Buy |
9,482
+40
| +0.4% | +$19.4K | 0.55% | 31 |
|
|
2024
Q3 | $5.52M | Buy |
9,442
+409
| +5% | +$239K | 0.66% | 26 |
|
|
2024
Q2 | $4.22M | Buy |
9,033
+201
| +2% | +$93.9K | 0.54% | 29 |
|
|
2024
Q1 | $4.02M | Buy |
8,832
+16
| +0.2% | +$7.28K | 0.53% | 32 |
|
|
2023
Q4 | $4M | Buy |
8,816
+54
| +0.6% | +$24.5K | 0.57% | 27 |
|
|
2023
Q3 | $3.58M | Buy |
8,762
+265
| +3% | +$108K | 0.56% | 30 |
|
|
2023
Q2 | $3.91M | Buy |
8,497
+176
| +2% | +$81K | 0.61% | 30 |
|
|
2023
Q1 | $3.93M | Buy |
8,321
+782
| +10% | +$370K | 0.66% | 26 |
|
|
2022
Q4 | $3.67M | Buy |
7,539
+47
| +0.6% | +$22.9K | 0.66% | 27 |
|
|
2022
Q3 | $2.89M | Buy |
7,492
+1,309
| +21% | +$506K | 0.56% | 31 |
|
|
2022
Q2 | $2.66M | Buy |
6,183
+166
| +3% | +$71.4K | 0.52% | 36 |
|
|
2022
Q1 | $2.66M | Buy |
6,017
+101
| +2% | +$44.6K | 0.47% | 40 |
|
|
2021
Q4 | $2.1M | Sell |
5,916
-2,532
| -30% | -$899K | 0.36% | 53 |
|
|
2021
Q3 | $2.91M | Buy |
8,448
+98
| +1% | +$33.8K | 0.56% | 33 |
|
|
2021
Q2 | $3.16M | Buy |
8,350
+3,735
| +81% | +$1.41M | 0.6% | 31 |
|
|
2021
Q1 | $1.71M | Buy |
+4,615
| New | +$1.71M | 0.38% | 57 |
|