Cascade Financial Partners’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
$409K Hold
882
0.05% 175
2025
Q1
$394K Buy
882
+56
+7% +$25K 0.05% 170
2024
Q4
$401K Hold
826
0.05% 162
2024
Q3
$477K Hold
826
0.06% 144
2024
Q2
$386K Hold
826
0.05% 160
2024
Q1
$372K Buy
+826
New +$372K 0.05% 159