Strategic Wealth 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 | $506K | Buy |
+1,093
| New | +$506K | 0.04% | 210 |
|
|
2024
Q4 | $579K | Buy |
1,332
+147
| +12% | +$63.9K | 0.05% | 192 |
|
|
2024
Q3 | $693K | Sell |
1,185
-37
| -3% | -$21.6K | 0.07% | 170 |
|
|
2024
Q2 | $571K | Sell |
1,222
-42
| -3% | -$19.6K | 0.06% | 181 |
|
|
2024
Q1 | $575K | Sell |
1,264
-476
| -27% | -$217K | 0.06% | 183 |
|
|
2023
Q4 | $789K | Sell |
1,740
-3,283
| -65% | -$1.49M | 0.1% | 147 |
|
|
2023
Q3 | $2.05M | Sell |
5,023
-418
| -8% | -$171K | 0.27% | 98 |
|
|
2023
Q2 | $2.5M | Sell |
5,441
-55
| -1% | -$25.3K | 0.32% | 93 |
|
|
2023
Q1 | $2.6M | Sell |
5,496
-209
| -4% | -$98.8K | 0.4% | 75 |
|
|
2022
Q4 | $2.78M | Sell |
5,705
-307
| -5% | -$149K | 0.52% | 53 |
|
|
2022
Q3 | $2.32M | Sell |
6,012
-3
| -0% | -$1.16K | 0.49% | 61 |
|
|
2022
Q2 | $2.59M | Sell |
6,015
-7,130
| -54% | -$3.07M | 0.56% | 57 |
|
|
2022
Q1 | $5.8M | Sell |
13,145
-962
| -7% | -$425K | 1.13% | 15 |
|
|
2021
Q4 | $5.01M | Buy |
+14,107
| New | +$5.01M | 0.95% | 23 |
|
|
2019
Q4 | – | Sell |
-228
| Closed | -$48K | – | 341 |
|
|
2019
Q3 | $48K | Sell |
228
-55
| -19% | -$11.6K | 0.25% | 82 |
|
|
2019
Q2 | $103K | Buy |
+283
| New | +$103K | 0.05% | 175 |
|
|
2018
Q2 | – | Sell |
-80
| Closed | -$27K | – | 798 |
|
|
2018
Q1 | $27K | Hold |
80
| – | – | 0.01% | 310 |
|
|
2017
Q4 | $25K | Buy |
+80
| New | +$25K | 0.01% | 300 |
|