SWMG
Signature Wealth Management Group’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $336K | Buy |
726
+8
| +1% | +$3.71K | 0.13% | 96 |
|
|
2025
Q1 | $321K | Buy |
718
+47
| +7% | +$21K | 0.13% | 100 |
|
|
2024
Q4 | $326K | Sell |
671
-13
| -2% | -$6.32K | 0.13% | 95 |
|
|
2024
Q3 | $400K | Sell |
684
-3,920
| -85% | -$2.29M | 0.16% | 86 |
|
|
2024
Q2 | $2.15M | Buy |
4,604
+57
| +1% | +$26.6K | 0.94% | 37 |
|
|
2024
Q1 | $2.11M | Sell |
4,547
-31
| -0.7% | -$14.4K | 0.96% | 36 |
|
|
2023
Q4 | $2.08M | Buy |
+4,578
| New | +$2.08M | 0.96% | 37 |
|
|
2023
Q2 | $2M | Buy |
4,347
+3
| +0.1% | +$1.38K | 0.93% | 41 |
|
|
2023
Q1 | $2.05M | Sell |
4,344
-108
| -2% | -$51.1K | 0.97% | 42 |
|
|
2022
Q4 | $2.17M | Sell |
4,452
-4,406
| -50% | -$2.14M | 1.06% | 38 |
|
|
2022
Q3 | $3.42M | Sell |
8,858
-326
| -4% | -$126K | 1.74% | 23 |
|
|
2022
Q2 | $3.95M | Sell |
9,184
-364
| -4% | -$157K | 1.92% | 12 |
|
|
2022
Q1 | $4.21M | Buy |
9,548
+592
| +7% | +$261K | 1.9% | 12 |
|
|
2021
Q4 | $3.18M | Sell |
8,956
-3
| -0% | -$1.07K | 1.61% | 31 |
|
|
2021
Q3 | $3.09M | Buy |
8,959
+273
| +3% | +$94.2K | 1.72% | 34 |
|
|
2021
Q2 | $3.29M | Buy |
+8,686
| New | +$3.29M | 1.83% | 24 |
|
|
2018
Q4 | – | Sell |
-180
| Closed | -$52K | – | 196 |
|
|
2018
Q3 | $52K | Hold |
180
| – | – | 0.04% | 110 |
|
|
2018
Q2 | $53K | Hold |
180
| – | – | 0.04% | 99 |
|
|
2018
Q1 | $61K | Hold |
180
| – | – | 0.05% | 92 |
|
|
2017
Q4 | $58K | Buy |
+180
| New | +$58K | 0.04% | 96 |
|