LFA
Legacy Financial Advisors’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $373K | Sell |
806
-961
| -54% | -$445K | 0.06% | 245 |
|
|
2025
Q1 | $789K | Buy |
1,767
+45
| +3% | +$20.1K | 0.13% | 136 |
|
|
2024
Q4 | $837K | Sell |
1,722
-1,048
| -38% | -$509K | 0.14% | 119 |
|
|
2024
Q3 | $1.62M | Buy |
2,770
+58
| +2% | +$33.9K | 0.27% | 61 |
|
|
2024
Q2 | $1.27M | Buy |
2,712
+8
| +0.3% | +$3.74K | 0.23% | 71 |
|
|
2024
Q1 | $1.23M | Buy |
2,704
+95
| +4% | +$43.2K | 0.22% | 79 |
|
|
2023
Q4 | $1.18M | Buy |
2,609
+207
| +9% | +$93.8K | 0.23% | 73 |
|
|
2023
Q3 | $982K | Sell |
2,402
-53
| -2% | -$21.7K | 0.2% | 68 |
|
|
2023
Q2 | $1.13M | Sell |
2,455
-16
| -0.6% | -$7.37K | 0.21% | 64 |
|
|
2023
Q1 | $1.17M | Buy |
2,471
+127
| +5% | +$60K | 0.24% | 53 |
|
|
2022
Q4 | $1.14M | Buy |
2,344
+361
| +18% | +$176K | 0.25% | 50 |
|
|
2022
Q3 | $766K | Buy |
1,983
+176
| +10% | +$68K | 0.18% | 62 |
|
|
2022
Q2 | $777K | Buy |
1,807
+207
| +13% | +$89K | 0.19% | 59 |
|
|
2022
Q1 | $706K | Buy |
1,600
+85
| +6% | +$37.5K | 0.16% | 69 |
|
|
2021
Q4 | $538K | Buy |
+1,515
| New | +$538K | 0.12% | 86 |
|
|
2019
Q2 | – | Sell |
-60
| Closed | -$18K | – | 564 |
|
|
2019
Q1 | $18K | Buy |
60
+41
| +216% | +$12.3K | 0.01% | 477 |
|
|
2018
Q4 | $5K | Sell |
19
-35
| -65% | -$9.21K | ﹤0.01% | 734 |
|
|
2018
Q3 | $18K | Sell |
54
-260
| -83% | -$86.7K | 0.01% | 390 |
|
|
2018
Q2 | $100K | Sell |
314
-23
| -7% | -$7.33K | 0.04% | 168 |
|
|
2018
Q1 | $114K | Buy |
337
+304
| +921% | +$103K | 0.05% | 153 |
|
|
2017
Q4 | $10K | Buy |
+33
| New | +$10K | ﹤0.01% | 481 |
|