Summit 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 | $328K | Buy |
708
+4
| +0.6% | +$1.85K | 0.06% | 173 |
|
|
2025
Q1 | $315K | Buy |
704
+3
| +0.4% | +$1.34K | 0.06% | 172 |
|
|
2024
Q4 | $340K | Buy |
701
+80
| +13% | +$38.9K | 0.07% | 154 |
|
|
2024
Q3 | $363K | Buy |
621
+2
| +0.3% | +$1.17K | 0.07% | 172 |
|
|
2024
Q2 | $289K | Buy |
619
+7
| +1% | +$3.27K | 0.06% | 186 |
|
|
2024
Q1 | $278K | Buy |
612
+3
| +0.5% | +$1.36K | 0.06% | 187 |
|
|
2023
Q4 | $276K | Sell |
609
-54
| -8% | -$24.5K | 0.06% | 176 |
|
|
2023
Q3 | $271K | Hold |
663
| – | – | 0.07% | 156 |
|
|
2023
Q2 | $305K | Sell |
663
-2
| -0.3% | -$920 | 0.08% | 148 |
|
|
2023
Q1 | $315K | Buy |
665
+3
| +0.5% | +$1.42K | 0.08% | 140 |
|
|
2022
Q4 | $322K | Buy |
662
+5
| +0.8% | +$2.43K | 0.09% | 138 |
|
|
2022
Q3 | $254K | Buy |
657
+39
| +6% | +$15.1K | 0.07% | 136 |
|
|
2022
Q2 | $266K | Buy |
618
+26
| +4% | +$11.2K | 0.07% | 130 |
|
|
2022
Q1 | $261K | Buy |
592
+3
| +0.5% | +$1.32K | 0.06% | 143 |
|
|
2021
Q4 | $209K | Sell |
589
-21
| -3% | -$7.47K | 0.04% | 154 |
|
|
2021
Q3 | $211K | Buy |
610
+8
| +1% | +$2.76K | 0.05% | 145 |
|
|
2021
Q2 | $228K | Buy |
+602
| New | +$228K | 0.05% | 145 |
|
|
2020
Q1 | – | Sell |
-612
| Closed | -$238K | – | 120 |
|
|
2019
Q4 | $238K | Buy |
+612
| New | +$238K | 0.08% | 107 |
|