BRWA
B. Riley Wealth Advisors’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.82M | Buy |
+3,927
| New | +$1.82M | 0.09% | 220 |
|
|
2024
Q4 | $5.1M | Sell |
10,495
-2,008
| -16% | -$976K | 0.17% | 136 |
|
|
2024
Q3 | $7.42M | Sell |
12,503
-3,540
| -22% | -$2.1M | 0.21% | 109 |
|
|
2024
Q2 | $7.49M | Sell |
16,043
-1,270
| -7% | -$593K | 0.19% | 110 |
|
|
2024
Q1 | $7.08M | Buy |
17,313
+1,453
| +9% | +$594K | 0.19% | 116 |
|
|
2023
Q4 | $7.19M | Sell |
15,860
-1,453
| -8% | -$659K | 0.19% | 116 |
|
|
2023
Q3 | $7.08M | Buy |
17,313
+1,227
| +8% | +$502K | 0.19% | 116 |
|
|
2023
Q2 | $7.41M | Sell |
16,086
-32
| -0.2% | -$14.7K | 0.17% | 128 |
|
|
2023
Q1 | $7.62M | Buy |
16,118
+213
| +1% | +$101K | 0.2% | 111 |
|
|
2022
Q4 | $7.74M | Sell |
15,905
-98
| -0.6% | -$47.7K | 0.22% | 104 |
|
|
2022
Q3 | $6.18M | Buy |
16,003
+8,094
| +102% | +$3.13M | 0.19% | 123 |
|
|
2022
Q2 | $3.4M | Sell |
7,909
-1,347
| -15% | -$579K | 0.14% | 151 |
|
|
2022
Q1 | $4.09M | Sell |
9,256
-6,847
| -43% | -$3.02M | 0.13% | 164 |
|
|
2021
Q4 | $5.72M | Buy |
16,103
+135
| +0.8% | +$48K | 0.16% | 129 |
|
|
2021
Q3 | $5.53M | Buy |
15,968
+2,617
| +20% | +$905K | 0.18% | 124 |
|
|
2021
Q2 | $5.05M | Sell |
13,351
-829
| -6% | -$314K | 0.16% | 144 |
|
|
2021
Q1 | $5.23M | Buy |
14,180
+4,570
| +48% | +$1.69M | 0.18% | 130 |
|
|
2020
Q4 | $3.41M | Buy |
9,610
+169
| +2% | +$60K | 0.18% | 126 |
|
|
2020
Q3 | $3.59M | Buy |
9,441
+874
| +10% | +$332K | 0.19% | 121 |
|
|
2020
Q2 | $3.13M | Buy |
8,567
+839
| +11% | +$306K | 0.21% | 118 |
|
|
2020
Q1 | $2.62M | Sell |
7,728
-254
| -3% | -$86.1K | 0.22% | 109 |
|
|
2019
Q4 | $3.11M | Buy |
7,982
+11
| +0.1% | +$4.29K | 0.26% | 86 |
|
|
2019
Q3 | $3.11M | Buy |
7,971
+351
| +5% | +$137K | 0.31% | 70 |
|
|
2019
Q2 | $2.73M | Buy |
7,620
+802
| +12% | +$287K | 0.3% | 72 |
|
|
2019
Q1 | $2.02M | Buy |
6,818
+816
| +14% | +$242K | 0.25% | 90 |
|
|
2018
Q4 | $1.57M | Sell |
6,002
-1,406
| -19% | -$368K | 0.22% | 104 |
|
|
2018
Q3 | $2.57M | Sell |
7,408
-19
| -0.3% | -$6.58K | 0.31% | 67 |
|
|
2018
Q2 | $2.2M | Buy |
7,427
+63
| +0.9% | +$18.6K | 0.29% | 80 |
|
|
2018
Q1 | $2.49M | Buy |
7,364
+1,352
| +22% | +$457K | 0.35% | 70 |
|
|
2017
Q4 | $1.93M | Buy |
6,012
+683
| +13% | +$220K | 0.26% | 106 |
|
|
2017
Q3 | $1.66M | Buy |
5,329
+1,629
| +44% | +$506K | 0.28% | 97 |
|
|
2017
Q2 | $1.03M | Buy |
3,700
+540
| +17% | +$150K | 0.19% | 143 |
|
|
2017
Q1 | $847K | Sell |
3,160
-92
| -3% | -$24.7K | 0.17% | 149 |
|
|
2016
Q4 | $815K | Sell |
3,252
-1,175
| -27% | -$294K | 0.17% | 149 |
|
|
2016
Q3 | $1.06M | Buy |
4,427
+193
| +5% | +$46.3K | 0.21% | 122 |
|
|
2016
Q2 | $1.05M | Buy |
4,234
+1,280
| +43% | +$318K | 0.21% | 128 |
|
|
2016
Q1 | $655K | Buy |
2,954
+801
| +37% | +$178K | 0.15% | 166 |
|
|
2015
Q4 | $469K | Sell |
2,153
-176
| -8% | -$38.3K | 0.1% | 265 |
|
|
2015
Q3 | $483K | Buy |
2,329
+652
| +39% | +$135K | 0.12% | 238 |
|
|
2015
Q2 | $317K | Sell |
1,677
-1,131
| -40% | -$214K | 0.08% | 316 |
|
|
2015
Q1 | $570K | Sell |
2,808
-1,043
| -27% | -$212K | 0.14% | 192 |
|
|
2014
Q4 | $2.91K | Buy |
3,851
+2,072
| +116% | +$1.57K | 0.06% | 402 |
|
|
2014
Q3 | $325K | Sell |
1,779
-1,271
| -42% | -$232K | 0.08% | 330 |
|
|
2014
Q2 | $249K | Buy |
3,050
+1,759
| +136% | +$144K | 0.06% | 377 |
|
|
2014
Q1 | $211K | Buy |
+1,291
| New | +$211K | 0.06% | 372 |
|
|
2013
Q3 | – | Sell |
-1,625
| Closed | -$176K | – | 713 |
|
|
2013
Q2 | $176K | Buy |
+1,625
| New | +$176K | 0.06% | 380 |
|