Kingswood Wealth Advisors’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 | $3.83M | Buy |
8,275
+146
| +2% | +$67.6K | 0.3% | 69 |
|
|
2025
Q1 | $3.63M | Sell |
8,129
-1,894
| -19% | -$847K | 0.33% | 65 |
|
|
2024
Q4 | $4.87M | Buy |
10,023
+290
| +3% | +$141K | 0.37% | 50 |
|
|
2024
Q3 | $5.69M | Buy |
9,733
+294
| +3% | +$172K | 0.41% | 52 |
|
|
2024
Q2 | $4.41M | Buy |
9,439
+3,316
| +54% | +$1.55M | 0.4% | 46 |
|
|
2024
Q1 | $2.79M | Sell |
6,123
-8,035
| -57% | -$3.65M | 0.32% | 67 |
|
|
2023
Q4 | $6.42M | Buy |
14,158
+6,841
| +93% | +$3.1M | 0.73% | 17 |
|
|
2023
Q3 | $3.26M | Sell |
7,317
-771
| -10% | -$344K | 0.56% | 40 |
|
|
2023
Q2 | $3.72M | Buy |
+8,088
| New | +$3.72M | 1.19% | 17 |
|