TFO 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
2024
Q2
Sell
-2
Closed -$910 460
2024
Q1
$910 Sell
2
-2
-50% -$910 ﹤0.01% 174
2023
Q4
$1.81K Buy
4
+2
+100% +$906 ﹤0.01% 139
2023
Q3
$921 Hold
2
﹤0.01% 303
2023
Q2
$921 Hold
2
﹤0.01% 210
2023
Q1
$945 Sell
2
-3
-60% -$1.42K ﹤0.01% 172
2022
Q4
$1.02K Sell
5
-11
-69% -$2.25K ﹤0.01% 362
2022
Q3
$6K Buy
+16
New +$6K ﹤0.01% 99
2022
Q2
Sell
-299
Closed -$132K 500
2022
Q1
$132K Buy
+299
New +$132K 0.03% 54
2020
Q4
Sell
-16
Closed -$6K 126
2020
Q3
$6K Buy
+16
New +$6K ﹤0.01% 93