SFG
Steward Financial Group’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,496
| Closed | -$688K | – | 1450 |
|
|
2023
Q2 | $688K | Buy |
+1,496
| New | +$688K | 0.22% | 28 |
|
|
2022
Q4 | – | Sell |
-1,537
| Closed | -$593K | – | 696 |
|
|
2022
Q3 | $593K | Sell |
1,537
-749
| -33% | -$289K | 0.44% | 23 |
|
|
2022
Q2 | $982K | Buy |
2,286
+126
| +6% | +$54.1K | 0.82% | 10 |
|
|
2022
Q1 | $953K | Hold |
2,160
| – | – | 0.85% | 7 |
|
|
2021
Q4 | $767K | Buy |
+2,160
| New | +$767K | 0.71% | 6 |
|