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