Spire Wealth Management’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
$2.42M Sell
5,230
-6,116
-54% -$2.83M 0.09% 194
2025
Q1
$5.07M Sell
11,346
-104
-0.9% -$46.5K 0.16% 122
2024
Q4
$5.56M Buy
11,450
+604
+6% +$294K 0.17% 118
2024
Q3
$6.34M Buy
10,846
+1,949
+22% +$1.14M 0.21% 97
2024
Q2
$4.16M Sell
8,897
-580
-6% -$271K 0.15% 146
2024
Q1
$4.31M Sell
9,477
-796
-8% -$362K 0.08% 174
2023
Q4
$4.7M Sell
10,273
-324
-3% -$148K 0.16% 151
2023
Q3
$4.33M Sell
10,597
-1,105
-9% -$452K 0.17% 131
2023
Q2
$5.39M Sell
11,702
-461
-4% -$212K 0.2% 100
2023
Q1
$5.75M Buy
12,163
+2,776
+30% +$1.31M 0.22% 100
2022
Q4
$4.57M Sell
9,387
-9,285
-50% -$4.52M 0.26% 93
2022
Q3
$7.21M Sell
18,672
-11,461
-38% -$4.43M 0.44% 51
2022
Q2
$13M Sell
30,133
-7,486
-20% -$3.22M 0.53% 39
2022
Q1
$16.6M Buy
37,619
+23,255
+162% +$10.3M 0.45% 50
2021
Q4
$5.1M Sell
14,364
-2,135
-13% -$758K 0.11% 173
2021
Q3
$5.69M Sell
16,499
-827
-5% -$285K 0.15% 154
2021
Q2
$6.56M Sell
17,326
-676
-4% -$256K 0.18% 138
2021
Q1
$6.38M Buy
+18,002
New +$6.38M 0.17% 138