Kestra Advisory Services’s Lamb Weston LW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-5,775
| Closed | -$242K | – | 3854 |
|
|
2025
Q4 | $242K | Sell |
5,775
-2,176
| -27% | -$128K | ﹤0.01% | 2722 |
|
|
2025
Q3 | $462K | Buy |
7,951
+1,330
| +20% | +$72.7K | ﹤0.01% | 2119 |
|
|
2025
Q2 | $343K | Buy |
6,621
+387
| +6% | +$20.7K | ﹤0.01% | 2255 |
|
|
2025
Q1 | $332K | Buy |
6,234
+1,051
| +20% | +$59.5K | ﹤0.01% | 2095 |
|
|
2024
Q4 | $346K | Sell |
5,183
-2,786
| -35% | -$208K | ﹤0.01% | 2128 |
|
|
2024
Q3 | $516K | Buy |
7,969
+1,847
| +30% | +$122K | ﹤0.01% | 1748 |
|
|
2024
Q2 | $475K | Buy |
6,122
+620
| +11% | +$52.9K | ﹤0.01% | 1805 |
|
|
2024
Q1 | $586K | Sell |
5,502
-276
| -5% | -$28.7K | ﹤0.01% | 1559 |
|
|
2023
Q4 | $625K | Buy |
5,778
+526
| +10% | +$50.7K | 0.01% | 1394 |
|
|
2023
Q3 | $486K | Buy |
5,252
+223
| +4% | +$22.6K | ﹤0.01% | 1386 |
|
|
2023
Q2 | $578K | Buy |
5,029
+134
| +3% | +$14.9K | 0.01% | 1255 |
|
|
2023
Q1 | $512K | Sell |
4,895
-1,712
| -26% | -$169K | 0.01% | 1265 |
|
|
2022
Q4 | $590K | Buy |
6,607
+665
| +11% | +$56.6K | 0.01% | 1308 |
|
|
2022
Q3 | $460K | Sell |
5,942
-1,971
| -25% | -$154K | ﹤0.01% | 1363 |
|
|
2022
Q2 | $565K | Buy |
7,913
+2,660
| +51% | +$176K | 0.01% | 1258 |
|
|
2022
Q1 | $315K | Sell |
5,253
-145
| -3% | -$9.01K | ﹤0.01% | 1564 |
|
|
2021
Q4 | $342K | Sell |
5,398
-608
| -10% | -$35.1K | ﹤0.01% | 1533 |
|
|
2021
Q3 | $369K | Buy |
6,006
+155
| +3% | +$10.5K | ﹤0.01% | 1544 |
|
|
2021
Q2 | $472K | Sell |
5,851
-2,004
| -26% | -$161K | 0.01% | 1306 |
|
|
2021
Q1 | $609K | Buy |
7,855
+958
| +14% | +$75.5K | 0.01% | 1100 |
|
|
2020
Q4 | $534K | Buy |
6,897
+6,819
| +8,742% | +$497K | 0.01% | 1173 |
|
|
2020
Q3 | $341K | Buy |
+78
| New | +$5K | 0.01% | 1046 |
|
Other funds holding LW
VPM
VCM
SV
JPM
CGC