SWA
SOA Wealth Advisors’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $546K | Sell |
1,178
-34
| -3% | -$15.7K | 0.1% | 113 |
|
|
2025
Q1 | $541K | Buy |
1,212
+8
| +0.7% | +$3.57K | 0.11% | 107 |
|
|
2024
Q4 | $585K | Buy |
1,204
+8
| +0.7% | +$3.89K | 0.11% | 103 |
|
|
2024
Q3 | $699K | Buy |
1,196
+6
| +0.5% | +$3.51K | 0.13% | 90 |
|
|
2024
Q2 | $556K | Buy |
1,190
+15
| +1% | +$7.01K | 0.11% | 102 |
|
|
2024
Q1 | $534K | Sell |
1,175
-11
| -0.9% | -$5K | 0.11% | 100 |
|
|
2023
Q4 | $538K | Hold |
1,186
| – | – | 0.12% | 92 |
|
|
2023
Q3 | $485K | Sell |
1,186
-3
| -0.3% | -$1.23K | 0.12% | 98 |
|
|
2023
Q2 | $547K | Buy |
1,189
+8
| +0.7% | +$3.68K | 0.13% | 89 |
|
|
2023
Q1 | $558K | Buy |
1,181
+13
| +1% | +$6.15K | 0.14% | 82 |
|
|
2022
Q4 | $568K | Sell |
1,168
-1
| -0.1% | -$486 | 0.15% | 79 |
|
|
2022
Q3 | $451K | Buy |
1,169
+92
| +9% | +$35.5K | 0.14% | 87 |
|
|
2022
Q2 | $463K | Sell |
1,077
-15
| -1% | -$6.45K | 0.14% | 85 |
|
|
2022
Q1 | $482K | Buy |
1,092
+6
| +0.6% | +$2.65K | 0.12% | 101 |
|
|
2021
Q4 | $384K | Buy |
1,086
+8
| +0.7% | +$2.83K | 0.09% | 111 |
|
|
2021
Q3 | $372K | Sell |
1,078
-65
| -6% | -$22.4K | 0.1% | 118 |
|
|
2021
Q2 | $432K | Sell |
1,143
-108
| -9% | -$40.8K | 0.11% | 112 |
|
|
2021
Q1 | $462K | Sell |
1,251
-3
| -0.2% | -$1.11K | 0.13% | 97 |
|
|
2020
Q4 | $429K | Buy |
+1,254
| New | +$429K | 0.12% | 97 |
|