Balboa Wealth Partners’s Lockheed Martin LMT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.49M	Buy	2,469 +843	+52%	+$519K	0.25%	70
2025 Q4	$787K	Buy	1,626 +239	+17%	+$114K	0.13%	126
2025 Q3	$692K	Buy	1,387 +19	+1%	+$8.62K	0.12%	136
2025 Q2	$633K	Buy	1,368 +59	+5%	+$27.6K	0.13%	136
2025 Q1	$585K	Sell	1,309 -44	-3%	-$20.3K	0.14%	119
2024 Q4	$658K	Sell	1,353 -203	-13%	-$111K	0.15%	110
2024 Q3	$909K	Buy	1,556 +183	+13%	+$98.3K	0.23%	87
2024 Q2	$642K	Sell	1,373 -369	-21%	-$171K	0.17%	108
2024 Q1	$792K	Buy	1,742 +589	+51%	+$258K	0.23%	78
2023 Q4	$522K	Buy	1,153 +114	+11%	+$50.5K	0.17%	108
2023 Q3	$425K	Sell	1,039 -285	-22%	-$126K	0.16%	115
2023 Q2	$609K	Sell	1,324 -2	-0.2%	-$928	0.21%	89
2023 Q1	$627K	Buy	1,326 +27	+2%	+$12.7K	0.24%	81
2022 Q4	$632K	Sell	1,299 -55	-4%	-$25.6K	0.28%	88
2022 Q3	$523K	Buy	+1,354	New	+$565K	0.23%	85