Summit Financial’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
$2.27M Buy
4,901
+128
+3% +$59.3K 0.05% 274
2025
Q1
$2.13M Sell
4,773
-90
-2% -$40.2K 0.06% 253
2024
Q4
$2.36M Buy
4,863
+344
+8% +$167K 0.08% 190
2024
Q3
$2.64M Buy
4,519
+1,053
+30% +$616K 0.1% 154
2024
Q2
$1.62M Buy
3,466
+1,008
+41% +$471K 0.07% 175
2024
Q1
$1.12M Buy
2,458
+674
+38% +$307K 0.07% 172
2023
Q4
$809K Sell
1,784
-2,081
-54% -$943K 0.05% 196
2023
Q3
$1.58M Buy
3,865
+2,146
+125% +$878K 0.12% 116
2023
Q2
$791K Buy
1,719
+205
+14% +$94.4K 0.06% 177
2023
Q1
$716K Sell
1,514
-281
-16% -$133K 0.06% 145
2022
Q4
$873K Sell
1,795
-1,383
-44% -$673K 0.08% 126
2022
Q3
$1.23M Sell
3,178
-704
-18% -$272K 0.12% 83
2022
Q2
$1.67M Sell
3,882
-359
-8% -$154K 0.16% 67
2022
Q1
$1.87M Buy
4,241
+330
+8% +$146K 0.15% 68
2021
Q4
$1.39M Buy
3,911
+977
+33% +$347K 0.11% 84
2021
Q3
$1.01M Buy
2,934
+927
+46% +$320K 0.09% 81
2021
Q2
$759K Buy
+2,007
New +$759K 0.08% 65