Worth Financial Advisory 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
$328K Buy
707
+187
+36% +$86.7K 0.2% 108
2025
Q1
$232K Buy
520
+28
+6% +$12.5K 0.15% 148
2024
Q4
$239K Buy
492
+41
+9% +$19.9K 0.15% 136
2024
Q3
$264K Buy
451
+20
+5% +$11.7K 0.15% 141
2024
Q2
$201K Buy
+431
New +$201K 0.13% 145