Northwest 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 | $384K | Sell |
829
-1,024
| -55% | -$474K | 0.54% | 55 |
|
2025
Q1 | $828K | Buy |
1,853
+107
| +6% | +$47.8K | 0.69% | 39 |
|
2024
Q4 | $848K | Buy |
1,746
+2
| +0.1% | +$972 | 0.7% | 38 |
|
2024
Q3 | $1.02M | Buy |
1,744
+6
| +0.3% | +$3.51K | 0.81% | 24 |
|
2024
Q2 | $812K | Sell |
1,738
-77
| -4% | -$36K | 0.83% | 28 |
|
2024
Q1 | $826K | Buy |
1,815
+3
| +0.2% | +$1.37K | 0.91% | 28 |
|
2023
Q4 | $821K | Buy |
+1,812
| New | +$821K | 0.7% | 28 |
|