Sweet Financial Partners’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.73M | Buy |
4,668
+229
| +5% | +$134K | 0.59% | 37 |
|
|
2024
Q2 | $2.07M | Buy |
4,439
+330
| +8% | +$154K | 0.47% | 48 |
|
|
2024
Q1 | $1.87M | Buy |
+4,109
| New | +$1.87M | 0.43% | 50 |
|
|
2023
Q1 | – | Sell |
-1,807
| Closed | -$879K | – | 176 |
|
|
2022
Q4 | $879K | Buy |
1,807
+131
| +8% | +$63.7K | 0.26% | 58 |
|
|
2022
Q3 | $647K | Buy |
1,676
+154
| +10% | +$59.5K | 0.21% | 69 |
|
|
2022
Q2 | $654K | Buy |
1,522
+312
| +26% | +$134K | 0.21% | 72 |
|
|
2022
Q1 | $534K | Buy |
+1,210
| New | +$534K | 0.14% | 91 |
|