TCBWMS
Texas Capital Bank Wealth Management Services’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $572K | Sell |
1,234
-17
| -1% | -$7.87K | 0.05% | 123 |
|
|
2025
Q1 | $559K | Buy |
1,251
+274
| +28% | +$122K | 0.06% | 120 |
|
|
2024
Q4 | $475K | Buy |
977
+3
| +0.3% | +$1.46K | 0.05% | 113 |
|
|
2024
Q3 | $569K | Sell |
974
-79
| -8% | -$46.2K | 0.06% | 110 |
|
|
2024
Q2 | $492K | Buy |
1,053
+95
| +10% | +$44.4K | 0.05% | 120 |
|
|
2024
Q1 | $436K | Sell |
958
-15,797
| -94% | -$7.19M | 0.05% | 122 |
|
|
2023
Q4 | $7.59M | Sell |
16,755
-541
| -3% | -$245K | 0.9% | 31 |
|
|
2023
Q3 | $7.07M | Sell |
17,296
-4,194
| -20% | -$1.72M | 0.89% | 32 |
|
|
2023
Q2 | $9.89M | Sell |
21,490
-277
| -1% | -$128K | 1.06% | 21 |
|
|
2023
Q1 | $10.3M | Sell |
21,767
-1,291
| -6% | -$610K | 1.19% | 15 |
|
|
2022
Q4 | $11.2M | Sell |
23,058
-1,533
| -6% | -$746K | 1.37% | 14 |
|
|
2022
Q3 | $9.5M | Sell |
24,591
-1,716
| -7% | -$663K | 1.22% | 18 |
|
|
2022
Q2 | $11.3M | Sell |
26,307
-5,835
| -18% | -$2.51M | 1.31% | 16 |
|
|
2022
Q1 | $14.2M | Buy |
32,142
+1,860
| +6% | +$821K | 1.29% | 17 |
|
|
2021
Q4 | $10.8M | Sell |
30,282
-69
| -0.2% | -$24.5K | 0.93% | 38 |
|
|
2021
Q3 | $10.5M | Buy |
30,351
+11,037
| +57% | +$3.81M | 1.07% | 35 |
|
|
2021
Q2 | $7.31M | Buy |
19,314
+1,967
| +11% | +$744K | 0.91% | 34 |
|
|
2021
Q1 | $6.41M | Buy |
17,347
+7,339
| +73% | +$2.71M | 0.91% | 29 |
|
|
2020
Q4 | $3.55M | Buy |
10,008
+2,021
| +25% | +$717K | 0.52% | 46 |
|
|
2020
Q3 | $3.06M | Buy |
7,987
+1,000
| +14% | +$383K | 0.5% | 46 |
|
|
2020
Q2 | $2.55M | Buy |
6,987
+1,899
| +37% | +$693K | 0.57% | 44 |
|
|
2020
Q1 | $1.73M | Buy |
5,088
+4,247
| +505% | +$1.44M | 0.49% | 38 |
|
|
2019
Q4 | $327K | Buy |
+841
| New | +$327K | 0.07% | 99 |
|