Summit Wealth Group’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 | $265K | Buy |
572
+1
| +0.2% | +$463 | 0.07% | 95 |
|
|
2025
Q1 | $255K | Buy |
571
+3
| +0.5% | +$1.34K | 0.07% | 89 |
|
|
2024
Q4 | $276K | Hold |
568
| – | – | 0.08% | 79 |
|
|
2024
Q3 | $332K | Hold |
568
| – | – | 0.1% | 69 |
|
|
2024
Q2 | $265K | Buy |
+568
| New | +$265K | 0.08% | 76 |
|
|
2023
Q3 | – | Sell |
-462
| Closed | -$213K | – | 55 |
|
|
2023
Q2 | $213K | Sell |
462
-217,888
| -100% | -$100M | 0.09% | 70 |
|
|
2023
Q1 | $0 | Buy |
+218,350
| New | – | ﹤0.01% | 215 |
|