Claris Financial’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
$425K Sell
918
-200
-18% -$92.6K 0.32% 79
2025
Q1
$543K Hold
1,118
0.36% 70
2024
Q4
$543K Buy
+1,118
New +$543K 0.36% 70