Kestra Advisory Services’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
$29.9M Sell
64,462
-4,046
-6% -$1.87M 0.15% 123
2025
Q1
$30.6M Sell
68,508
-3,191
-4% -$1.43M 0.15% 108
2024
Q4
$34.8M Sell
71,699
-12,959
-15% -$6.3M 0.19% 105
2024
Q3
$49.5M Sell
84,658
-3,778
-4% -$2.21M 0.27% 67
2024
Q2
$40.2M Buy
88,436
+20,452
+30% +$9.31M 0.22% 82
2024
Q1
$30.9M Buy
67,984
+5,109
+8% +$2.32M 0.21% 96
2023
Q4
$28.5M Buy
62,875
+261
+0.4% +$118K 0.23% 82
2023
Q3
$25.6M Buy
62,614
+13,941
+29% +$5.7M 0.25% 80
2023
Q2
$22.4M Buy
48,673
+2,656
+6% +$1.22M 0.22% 98
2023
Q1
$21.8M Sell
46,017
-6,824
-13% -$3.23M 0.24% 91
2022
Q4
$25.7M Buy
52,841
+1,445
+3% +$703K 0.23% 100
2022
Q3
$19.9M Buy
51,396
+7,412
+17% +$2.86M 0.21% 107
2022
Q2
$18.9M Buy
43,984
+4,032
+10% +$1.73M 0.19% 116
2022
Q1
$17.6M Buy
39,952
+1,030
+3% +$455K 0.18% 118
2021
Q4
$13.8M Sell
38,922
-29,439
-43% -$10.5M 0.14% 166
2021
Q3
$23.6M Buy
68,361
+29,968
+78% +$10.3M 0.24% 96
2021
Q2
$14.5M Buy
38,393
+624
+2% +$236K 0.16% 141
2021
Q1
$14M Sell
37,769
-9,036
-19% -$3.34M 0.18% 140
2020
Q4
$16.6M Buy
46,805
+11,548
+33% +$4.09M 0.19% 121
2020
Q3
$13.5M Buy
+35,257
New +$13.5M 0.25% 93