Fiduciary Alliance’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
$7.18M Buy
15,501
+109
+0.7% +$50.5K 0.54% 44
2025
Q1
$6.88M Sell
15,392
-1,804
-10% -$806K 0.68% 36
2024
Q4
$8.36M Buy
17,196
+1,001
+6% +$486K 0.84% 26
2024
Q3
$9.47M Buy
16,195
+1,098
+7% +$642K 1.26% 22
2024
Q2
$7.03M Buy
15,097
+1,538
+11% +$716K 1.14% 30
2024
Q1
$6.14M Sell
13,559
-277
-2% -$125K 1.08% 29
2023
Q4
$6.27M Buy
13,836
+953
+7% +$432K 1.23% 27
2023
Q3
$5.27M Buy
12,883
+478
+4% +$195K 1.22% 25
2023
Q2
$5.71M Buy
12,405
+2,580
+26% +$1.19M 1.23% 28
2023
Q1
$4.64M Buy
9,825
+850
+9% +$402K 1.17% 29
2022
Q4
$4.37M Buy
+8,975
New +$4.37M 1.13% 27