Summit Trail Advisors’s L3Harris LHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.18M | Buy |
+8,703
| New | +$2.18M | 0.04% | 248 |
|
|
2024
Q4 | – | Sell |
-4,014
| Closed | -$955K | – | 604 |
|
|
2024
Q3 | $955K | Sell |
4,014
-158
| -4% | -$37.6K | 0.02% | 273 |
|
|
2024
Q2 | $937K | Buy |
4,172
+196
| +5% | +$44K | 0.02% | 252 |
|
|
2024
Q1 | $847K | Buy |
3,976
+144
| +4% | +$30.7K | 0.02% | 243 |
|
|
2023
Q4 | $807K | Buy |
3,832
+108
| +3% | +$22.7K | 0.03% | 206 |
|
|
2023
Q3 | $648K | Sell |
3,724
-44
| -1% | -$7.66K | 0.02% | 229 |
|
|
2023
Q2 | $738K | Buy |
3,768
+739
| +24% | +$145K | 0.03% | 202 |
|
|
2023
Q1 | $594K | Buy |
+3,029
| New | +$594K | 0.02% | 197 |
|
|
2018
Q1 | – | Sell |
-119
| Closed | -$17K | – | 1129 |
|
|
2017
Q4 | $17K | Buy |
+119
| New | +$17K | ﹤0.01% | 1082 |
|