Summit Financial Strategies’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $340K | Buy |
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|
2025
Q1 | $261K | Buy |
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|
2024
Q4 | $261K | Buy |
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|
2024
Q3 | $312K | Sell |
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|
2024
Q2 | $279K | Hold |
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|
2024
Q1 | $272K | Sell |
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|
2023
Q4 | $308K | Hold |
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|
2023
Q3 | $278K | Buy |
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|
2023
Q2 | $258K | Buy |
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|
2023
Q1 | $259K | Sell |
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|
2022
Q4 | $304K | Sell |
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|
2022
Q3 | $282K | Hold |
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|
2022
Q2 | $313K | Buy |
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|
2022
Q1 | $271K | Sell |
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|
2021
Q4 | $254K | Hold |
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|
2021
Q3 | $247K | Hold |
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|
2021
Q2 | $271K | Hold |
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|
2021
Q1 | $265K | Sell |
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|
2020
Q4 | $299K | Buy |
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|
2020
Q3 | $312K | Sell |
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|
2020
Q2 | $304K | Buy |
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|
2020
Q1 | $280K | Buy |
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|
2019
Q4 | $317K | Sell |
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|
2019
Q3 | $342K | Hold |
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|
2019
Q2 | $318K | Sell |
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|
2019
Q1 | $291K | Buy |
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|
2018
Q4 | $248K | Sell |
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|
2018
Q3 | $333K | Sell |
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|
2018
Q2 | $309K | Buy |
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|
2018
Q1 | $296K | Hold |
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|
2017
Q4 | $281K | Hold |
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|
2017
Q3 | $272K | Hold |
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|
2017
Q2 | $243K | Hold |
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|
2017
Q1 | $234K | Sell |
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|
2016
Q4 | $229K | Hold |
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|
2016
Q3 | $220K | Hold |
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|
2016
Q2 | $228K | Hold |
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|
2016
Q1 | $203K | Sell |
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|
2015
Q4 | $596K | Hold |
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|
2015
Q3 | $569K | Sell |
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|
2015
Q2 | $1.87M | Buy |
|