First Foundation 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 | $898K | Sell |
1,940
-177
| -8% | -$82K | 0.03% | 196 |
|
|
2025
Q1 | $946K | Sell |
2,117
-471
| -18% | -$210K | 0.04% | 172 |
|
|
2024
Q4 | $1.26M | Sell |
2,588
-21
| -0.8% | -$10.2K | 0.05% | 156 |
|
|
2024
Q3 | $1.53M | Buy |
2,609
+19
| +0.7% | +$11.1K | 0.06% | 147 |
|
|
2024
Q2 | $1.21M | Sell |
2,590
-448
| -15% | -$209K | 0.05% | 152 |
|
|
2024
Q1 | $1.38M | Sell |
3,038
-176
| -5% | -$80.1K | 0.06% | 144 |
|
|
2023
Q4 | $1.46M | Sell |
3,214
-815
| -20% | -$369K | 0.07% | 142 |
|
|
2023
Q3 | $1.65M | Buy |
4,029
+21
| +0.5% | +$8.59K | 0.08% | 136 |
|
|
2023
Q2 | $1.85M | Sell |
4,008
-61
| -1% | -$28.1K | 0.08% | 136 |
|
|
2023
Q1 | $1.92M | Buy |
4,069
+321
| +9% | +$152K | 0.09% | 129 |
|
|
2022
Q4 | $1.82M | Buy |
3,748
+103
| +3% | +$50.1K | 0.09% | 134 |
|
|
2022
Q3 | $1.41M | Buy |
3,645
+217
| +6% | +$83.8K | 0.07% | 146 |
|
|
2022
Q2 | $1.47M | Sell |
3,428
-100
| -3% | -$43K | 0.07% | 146 |
|
|
2022
Q1 | $1.56M | Sell |
3,528
-123
| -3% | -$54.3K | 0.06% | 158 |
|
|
2021
Q4 | $1.3M | Buy |
3,651
+107
| +3% | +$38K | 0.04% | 183 |
|
|
2021
Q3 | $1.22M | Buy |
3,544
+23
| +0.7% | +$7.94K | 0.05% | 181 |
|
|
2021
Q2 | $1.33M | Sell |
3,521
-726
| -17% | -$275K | 0.05% | 183 |
|
|
2021
Q1 | $1.57M | Sell |
4,247
-191
| -4% | -$70.6K | 0.07% | 155 |
|
|
2020
Q4 | $1.58M | Buy |
4,438
+27
| +0.6% | +$9.58K | 0.07% | 149 |
|
|
2020
Q3 | $1.69M | Buy |
4,411
+1,741
| +65% | +$667K | 0.08% | 135 |
|
|
2020
Q2 | $974K | Sell |
2,670
-677
| -20% | -$247K | 0.05% | 172 |
|
|
2020
Q1 | $1.13M | Buy |
3,347
+955
| +40% | +$324K | 0.07% | 158 |
|
|
2019
Q4 | $931K | Buy |
2,392
+88
| +4% | +$34.3K | 0.05% | 179 |
|
|
2019
Q3 | $899K | Buy |
2,304
+125
| +6% | +$48.8K | 0.05% | 173 |
|
|
2019
Q2 | $792K | Buy |
2,179
+227
| +12% | +$82.5K | 0.04% | 184 |
|
|
2019
Q1 | $586K | Sell |
1,952
-19
| -1% | -$5.7K | 0.03% | 203 |
|
|
2018
Q4 | $516K | Buy |
1,971
+19
| +1% | +$4.97K | 0.03% | 253 |
|
|
2018
Q3 | $675K | Sell |
1,952
-174
| -8% | -$60.2K | 0.04% | 210 |
|
|
2018
Q2 | $628K | Sell |
2,126
-32
| -1% | -$9.45K | 0.04% | 197 |
|
|
2018
Q1 | $729K | Buy |
2,158
+47
| +2% | +$15.9K | 0.04% | 185 |
|
|
2017
Q4 | $678K | Buy |
2,111
+28
| +1% | +$8.99K | 0.04% | 204 |
|
|
2017
Q3 | $646K | Buy |
2,083
+250
| +14% | +$77.5K | 0.04% | 181 |
|
|
2017
Q2 | $509K | Sell |
1,833
-604
| -25% | -$168K | 0.03% | 198 |
|
|
2017
Q1 | $652K | Buy |
2,437
+657
| +37% | +$176K | 0.04% | 182 |
|
|
2016
Q4 | $445K | Buy |
1,780
+50
| +3% | +$12.5K | 0.03% | 215 |
|
|
2016
Q3 | $415K | Sell |
1,730
-1,419
| -45% | -$340K | 0.03% | 213 |
|
|
2016
Q2 | $782K | Sell |
3,149
-351
| -10% | -$87.2K | 0.06% | 153 |
|
|
2016
Q1 | $775K | Buy |
3,500
+62
| +2% | +$13.7K | 0.06% | 140 |
|
|
2015
Q4 | $747K | Buy |
3,438
+1,094
| +47% | +$238K | 0.05% | 153 |
|
|
2015
Q3 | $486K | Buy |
2,344
+25
| +1% | +$5.18K | 0.04% | 149 |
|
|
2015
Q2 | $431K | Buy |
2,319
+1,092
| +89% | +$203K | 0.03% | 160 |
|
|
2015
Q1 | $249K | Buy |
+1,227
| New | +$249K | 0.02% | 195 |
|
|
2014
Q4 | – | Sell |
-1,339
| Closed | -$245K | – | 254 |
|
|
2014
Q3 | $245K | Sell |
1,339
-344
| -20% | -$62.9K | 0.02% | 191 |
|
|
2014
Q2 | $271K | Hold |
1,683
| – | – | 0.03% | 175 |
|
|
2014
Q1 | $275K | Buy |
1,683
+264
| +19% | +$43.1K | 0.03% | 150 |
|
|
2013
Q4 | $211K | Buy |
+1,419
| New | +$211K | 0.03% | 167 |
|
|
2013
Q3 | – | Sell |
-4,663
| Closed | -$506K | – | 175 |
|
|
2013
Q2 | $506K | Buy |
+4,663
| New | +$506K | 0.1% | 74 |
|