Kestra Private Wealth 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 | $21.1M | Buy |
45,541
+5,934
| +15% | +$2.75M | 0.3% | 63 |
|
|
2025
Q1 | $17.7M | Buy |
39,607
+752
| +2% | +$336K | 0.3% | 71 |
|
|
2024
Q4 | $18.9M | Buy |
38,855
+3,442
| +10% | +$1.67M | 0.32% | 60 |
|
|
2024
Q3 | $20.7M | Sell |
35,413
-4,532
| -11% | -$2.65M | 0.38% | 49 |
|
|
2024
Q2 | $18.7M | Buy |
39,945
+2,115
| +6% | +$988K | 0.37% | 49 |
|
|
2024
Q1 | $17.2M | Buy |
37,830
+1,065
| +3% | +$484K | 0.39% | 56 |
|
|
2023
Q4 | $16.7M | Buy |
36,765
+438
| +1% | +$199K | 0.43% | 49 |
|
|
2023
Q3 | $14.9M | Buy |
36,327
+3,744
| +11% | +$1.53M | 0.47% | 46 |
|
|
2023
Q2 | $15M | Buy |
32,583
+3,362
| +12% | +$1.55M | 0.51% | 40 |
|
|
2023
Q1 | $13.8M | Buy |
29,221
+743
| +3% | +$351K | 0.55% | 34 |
|
|
2022
Q4 | $13.9M | Buy |
28,478
+2,487
| +10% | +$1.21M | 0.7% | 21 |
|
|
2022
Q3 | $10M | Buy |
25,991
+860
| +3% | +$332K | 0.58% | 31 |
|
|
2022
Q2 | $10.8M | Sell |
25,131
-1,151
| -4% | -$495K | 0.62% | 26 |
|
|
2022
Q1 | $11.6M | Sell |
26,282
-703
| -3% | -$310K | 0.58% | 27 |
|
|
2021
Q4 | $9.59M | Buy |
26,985
+1,718
| +7% | +$611K | 0.46% | 41 |
|
|
2021
Q3 | $8.72M | Buy |
25,267
+671
| +3% | +$232K | 0.49% | 36 |
|
|
2021
Q2 | $9.31M | Sell |
24,596
-114
| -0.5% | -$43.1K | 0.57% | 27 |
|
|
2021
Q1 | $9.13M | Buy |
24,710
+2,495
| +11% | +$922K | 0.64% | 24 |
|
|
2020
Q4 | $7.87M | Buy |
22,215
+6
| +0% | +$2.13K | 0.58% | 28 |
|
|
2020
Q3 | $8.51M | Buy |
+22,209
| New | +$8.51M | 0.74% | 21 |
|