Lake Street 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 | $546K | Buy |
1,178
+629
| +115% | +$291K | 0.08% | 146 |
|
|
2025
Q1 | $245K | Buy |
549
+92
| +20% | +$41.1K | 0.04% | 216 |
|
|
2024
Q4 | $222K | Sell |
457
-36
| -7% | -$17.5K | 0.04% | 227 |
|
|
2024
Q3 | $288K | Sell |
493
-1,483
| -75% | -$867K | 0.05% | 212 |
|
|
2024
Q2 | $923K | Buy |
1,976
+70
| +4% | +$32.7K | 0.12% | 151 |
|
|
2024
Q1 | $867K | Sell |
1,906
-135
| -7% | -$61.4K | 0.12% | 156 |
|
|
2023
Q4 | $925K | Sell |
2,041
-760
| -27% | -$344K | 0.15% | 138 |
|
|
2023
Q3 | $1.15M | Buy |
2,801
+123
| +5% | +$50.5K | 0.21% | 114 |
|
|
2023
Q2 | $1.23M | Buy |
2,678
+1,143
| +74% | +$526K | 0.22% | 112 |
|
|
2023
Q1 | $726K | Buy |
1,535
+113
| +8% | +$53.4K | 0.14% | 150 |
|
|
2022
Q4 | $692K | Buy |
1,422
+141
| +11% | +$68.6K | 0.14% | 151 |
|
|
2022
Q3 | $495K | Buy |
1,281
+32
| +3% | +$12.4K | 0.11% | 164 |
|
|
2022
Q2 | $537K | Buy |
1,249
+195
| +19% | +$83.8K | 0.11% | 157 |
|
|
2022
Q1 | $465K | Buy |
1,054
+470
| +80% | +$207K | 0.08% | 188 |
|
|
2021
Q4 | $208K | Buy |
+584
| New | +$208K | 0.04% | 308 |
|
|
2021
Q1 | – | Sell |
-1,222
| Closed | -$434K | – | 206 |
|
|
2020
Q4 | $434K | Buy |
1,222
+40
| +3% | +$14.2K | 0.13% | 140 |
|
|
2020
Q3 | $453K | Sell |
1,182
-78
| -6% | -$29.9K | 0.15% | 115 |
|
|
2020
Q2 | $459K | Sell |
1,260
-109
| -8% | -$39.7K | 0.17% | 107 |
|
|
2020
Q1 | $464K | Sell |
1,369
-116
| -8% | -$39.3K | 0.21% | 92 |
|
|
2019
Q4 | $578K | Sell |
1,485
-58
| -4% | -$22.6K | 0.22% | 104 |
|
|
2019
Q3 | $602K | Buy |
1,543
+162
| +12% | +$63.2K | 0.27% | 88 |
|
|
2019
Q2 | $502K | Buy |
+1,381
| New | +$502K | 0.3% | 76 |
|