SFA
Spectrum Financial Alliance’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.8M | Buy |
86,360
+5,341
| +7% | +$2.28M | 9.92% | 5 |
|
|
2025
Q1 | $36.2M | Buy |
81,019
+6,519
| +9% | +$2.91M | 11.76% | 5 |
|
|
2024
Q4 | $36.2M | Buy |
74,500
+1,679
| +2% | +$816K | 12.56% | 5 |
|
|
2024
Q3 | $42.6M | Buy |
72,821
+12,487
| +21% | +$7.3M | 15.23% | 3 |
|
|
2024
Q2 | $28.2M | Buy |
60,334
+3,244
| +6% | +$1.52M | 10.08% | 5 |
|
|
2024
Q1 | $26M | Buy |
57,090
+2,704
| +5% | +$1.23M | 10.12% | 5 |
|
|
2023
Q4 | $24.6M | Sell |
54,386
-947
| -2% | -$429K | 10.16% | 5 |
|
|
2023
Q3 | $24.4M | Buy |
55,333
+2,006
| +4% | +$885K | 12.3% | 4 |
|
|
2023
Q2 | $24.6M | Sell |
53,327
-25,516
| -32% | -$11.7M | 11.67% | 4 |
|
|
2023
Q1 | $37.3M | Buy |
78,843
+2,072
| +3% | +$979K | 17.28% | 2 |
|
|
2022
Q4 | $37.3M | Buy |
+76,771
| New | +$37.3M | 18.88% | 1 |
|
|
2022
Q2 | $32M | Buy |
74,458
+2,414
| +3% | +$1.04M | 18.7% | 2 |
|
|
2022
Q1 | $31.8M | Buy |
72,044
+1,193
| +2% | +$526K | 15.65% | 3 |
|
|
2021
Q4 | $25.2M | Buy |
+70,851
| New | +$25.2M | 12.3% | 4 |
|
|
2021
Q2 | $23.4M | Buy |
61,790
+3,135
| +5% | +$1.19M | 10.89% | 5 |
|
|
2021
Q1 | $21.7M | Buy |
58,655
+19,804
| +51% | +$7.32M | 10.84% | 5 |
|
|
2020
Q4 | $13.8M | Buy |
38,851
+1,068
| +3% | +$379K | 7.83% | 6 |
|
|
2020
Q3 | $14.5M | Sell |
37,783
-1,130
| -3% | -$433K | 9.93% | 5 |
|
|
2020
Q2 | $14.2M | Sell |
38,913
-201
| -0.5% | -$73.3K | 10.58% | 4 |
|
|
2020
Q1 | $13M | Buy |
39,114
+533
| +1% | +$177K | 11.73% | 4 |
|
|
2019
Q4 | $15M | Sell |
38,581
-41
| -0.1% | -$16K | 8.73% | 6 |
|
|
2019
Q3 | $15.1M | Buy |
38,622
+45
| +0.1% | +$17.6K | 9.73% | 6 |
|
|
2019
Q2 | $13.9M | Sell |
38,577
-38
| -0.1% | -$13.7K | 8.73% | 7 |
|
|
2019
Q1 | $11.5M | Buy |
38,615
+856
| +2% | +$255K | 7.89% | 6 |
|
|
2018
Q4 | $9.83M | Buy |
37,759
+951
| +3% | +$248K | 7.48% | 6 |
|
|
2018
Q3 | $12.7M | Sell |
36,808
-11,975
| -25% | -$4.14M | 7.95% | 6 |
|
|
2018
Q2 | $14.4M | Buy |
48,783
+482
| +1% | +$142K | 9.59% | 6 |
|
|
2018
Q1 | $16.3M | Buy |
+48,301
| New | +$16.3M | 10.7% | 4 |
|