TCA
Trifecta Capital Advisors’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.18M | Buy |
11,179
+1,145
| +11% | +$530K | 0.86% | 38 |
|
|
2025
Q1 | $4.48M | Buy |
10,034
+112
| +1% | +$50K | 0.94% | 36 |
|
|
2024
Q4 | $4.82M | Buy |
9,922
+391
| +4% | +$190K | 0.95% | 35 |
|
|
2024
Q3 | $5.57M | Buy |
9,531
+329
| +4% | +$192K | 1.17% | 28 |
|
|
2024
Q2 | $4.3M | Buy |
9,202
+913
| +11% | +$426K | 0.95% | 34 |
|
|
2024
Q1 | $3.77M | Buy |
8,289
+530
| +7% | +$241K | 0.92% | 33 |
|
|
2023
Q4 | $3.52M | Buy |
7,759
+438
| +6% | +$199K | 0.97% | 31 |
|
|
2023
Q3 | $2.99M | Buy |
7,321
+862
| +13% | +$353K | 0.96% | 32 |
|
|
2023
Q2 | $2.97M | Buy |
6,459
+485
| +8% | +$223K | 0.96% | 30 |
|
|
2023
Q1 | $2.82M | Buy |
5,974
+1,080
| +22% | +$511K | 0.99% | 29 |
|
|
2022
Q4 | $2.38M | Buy |
+4,894
| New | +$2.38M | 0.95% | 35 |
|