Ballast Advisors’s Lockheed Martin LMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$431K Hold
2025
Q2
$400K Sell
2025
Q1
$407K Sell
2024
Q4
$446K Buy
2024
Q3
$534K Sell
2024
Q2
$474K Buy
2024
Q1
$454K Sell
2023
Q4
$457K Sell
2023
Q3
$415K Sell
2023
Q2
$468K Sell
2023
Q1
$485K Buy
2022
Q4
$495K Buy
2022
Q3
$381K Sell
2022
Q2
$426K Buy
2022
Q1
$436K Buy