SYM Financial Corp’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 | $271K | Buy |
585
+110
| +23% | +$51K | 0.03% | 233 |
|
|
2025
Q1 | $212K | Buy |
475
+41
| +9% | +$18.3K | 0.03% | 252 |
|
|
2024
Q4 | $211K | Buy |
434
+23
| +6% | +$11.2K | 0.03% | 224 |
|
|
2024
Q3 | $240K | Buy |
+411
| New | +$240K | 0.03% | 144 |
|
|
2020
Q1 | – | Sell |
-573
| Closed | -$223K | – | 83 |
|
|
2019
Q4 | $223K | Hold |
573
| – | – | 0.15% | 40 |
|
|
2019
Q3 | $224K | Buy |
+573
| New | +$224K | 0.15% | 30 |
|