Fairfield 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 | $218K | Buy |
+471
| New | +$218K | 0.08% | 69 |
|
|
2025
Q1 | – | Sell |
-559
| Closed | -$272K | – | 140 |
|
|
2024
Q4 | $272K | Buy |
559
+2
| +0.4% | +$971 | 0.1% | 57 |
|
|
2024
Q3 | $325K | Buy |
557
+2
| +0.4% | +$1.17K | 0.11% | 56 |
|
|
2024
Q2 | $259K | Buy |
+555
| New | +$259K | 0.08% | 60 |
|
|
2023
Q4 | $359K | Buy |
791
+15
| +2% | +$6.8K | 0.14% | 57 |
|
|
2023
Q3 | $317K | Buy |
776
+34
| +5% | +$13.9K | 0.13% | 51 |
|
|
2023
Q2 | $342K | Buy |
742
+70
| +10% | +$32.2K | 0.14% | 53 |
|
|
2023
Q1 | $318K | Buy |
672
+282
| +72% | +$133K | 0.14% | 56 |
|
|
2022
Q4 | $190K | Sell |
390
-29
| -7% | -$14.1K | 0.09% | 66 |
|
|
2022
Q3 | $162K | Buy |
419
+27
| +7% | +$10.4K | 0.08% | 68 |
|
|
2022
Q2 | $169K | Buy |
392
+61
| +18% | +$26.2K | 0.08% | 66 |
|
|
2022
Q1 | $146K | Buy |
+331
| New | +$146K | 0.05% | 71 |
|