Baron Silver Stevens Financial Advisors’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 | $243K | Sell |
525
-33
| -6% | -$15.3K | 0.04% | 122 |
|
|
2025
Q1 | $249K | Sell |
558
-70
| -11% | -$31.2K | 0.04% | 103 |
|
|
2024
Q4 | $305K | Buy |
628
+40
| +7% | +$19.4K | 0.05% | 92 |
|
|
2024
Q3 | $343K | Hold |
588
| – | – | 0.06% | 84 |
|
|
2024
Q2 | $274K | Hold |
588
| – | – | 0.05% | 94 |
|
|
2024
Q1 | $267K | Sell |
588
-22
| -4% | -$10K | 0.05% | 103 |
|
|
2023
Q4 | $276K | Buy |
610
+100
| +20% | +$45.3K | 0.06% | 89 |
|
|
2023
Q3 | $208K | Buy |
+510
| New | +$208K | 0.05% | 106 |
|
|
2021
Q1 | – | Sell |
-272
| Closed | -$96K | – | 279 |
|
|
2020
Q4 | $96K | Buy |
+272
| New | +$96K | 0.03% | 96 |
|