BOK Financial Private Wealth’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 |
-154
| Closed | -$68.8K | – | 469 |
|
|
2025
Q1 | $68.8K | Buy |
154
+63
| +69% | +$28.2K | 0.01% | 236 |
|
|
2024
Q4 | $44.3K | Hold |
91
| – | – | ﹤0.01% | 270 |
|
|
2024
Q3 | $53.3K | Sell |
91
-83
| -48% | -$48.6K | ﹤0.01% | 254 |
|
|
2024
Q2 | $81.3K | Buy |
174
+83
| +91% | +$38.8K | 0.01% | 214 |
|
|
2024
Q1 | $41.4K | Sell |
91
-118
| -56% | -$53.7K | ﹤0.01% | 272 |
|
|
2023
Q4 | $94.8K | Sell |
209
-25
| -11% | -$11.3K | 0.01% | 201 |
|
|
2023
Q3 | $95.7K | Buy |
234
+25
| +12% | +$10.2K | 0.01% | 191 |
|
|
2023
Q2 | $96.3K | Hold |
209
| – | – | 0.01% | 195 |
|
|
2023
Q1 | $98.8K | Buy |
209
+34
| +19% | +$16.1K | 0.01% | 199 |
|
|
2022
Q4 | $85.2K | Hold |
175
| – | – | 0.01% | 204 |
|
|
2022
Q3 | $68K | Hold |
175
| – | – | 0.01% | 227 |
|
|
2022
Q2 | $75K | Sell |
175
-887
| -84% | -$380K | 0.01% | 223 |
|
|
2022
Q1 | $469K | Buy |
1,062
+232
| +28% | +$102K | 0.03% | 180 |
|
|
2021
Q4 | $295K | Buy |
+830
| New | +$295K | 0.02% | 229 |
|
|
2021
Q3 | – | Sell |
-559
| Closed | -$212K | – | 246 |
|
|
2021
Q2 | $212K | Buy |
+559
| New | +$212K | 0.02% | 215 |
|