Peak 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	–	Sell	-6,567	Closed	-$2.93M	–	100
2025 Q1	$2.93M	Buy	6,567 +3,366	+105%	+$1.5M	1.49%	23
2024 Q4	$1.56M	Buy	+3,201	New	+$1.56M	0.81%	35
2024 Q1	–	Sell	-5,176	Closed	-$2.35M	–	77
2023 Q4	$2.35M	Buy	+5,176	New	+$2.35M	1.57%	29