Fortis Capital 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 | $557K | Sell |
1,202
-75
| -6% | -$34.7K | 0.1% | 154 |
|
|
2025
Q1 | $570K | Buy |
1,277
+141
| +12% | +$63K | 0.12% | 147 |
|
|
2024
Q4 | $645K | Buy |
1,136
+2
| +0.2% | +$1.14K | 0.22% | 88 |
|
|
2024
Q3 | $663K | Buy |
1,134
+16
| +1% | +$9.35K | 0.22% | 83 |
|
|
2024
Q2 | $522K | Sell |
1,118
-206
| -16% | -$96.2K | 0.19% | 98 |
|
|
2024
Q1 | $602K | Buy |
1,324
+276
| +26% | +$126K | 0.25% | 68 |
|
|
2023
Q4 | $475K | Buy |
1,048
+307
| +41% | +$139K | 0.25% | 60 |
|
|
2023
Q3 | $303K | Buy |
741
+21
| +3% | +$8.59K | 0.19% | 77 |
|
|
2023
Q2 | $331K | Sell |
720
-200
| -22% | -$92.1K | 0.19% | 71 |
|
|
2023
Q1 | $435K | Sell |
920
-100
| -10% | -$47.3K | 0.23% | 63 |
|
|
2022
Q4 | $496K | Buy |
+1,020
| New | +$496K | 0.3% | 51 |
|