Luther King Capital Management (LKCM)’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.62M | Sell |
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|
2025
Q2 | $5.75M | Sell |
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|
2025
Q1 | $6.24M | Buy |
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|
2024
Q4 | $6.72M | Buy |
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|
2024
Q3 | $4.96M | Buy |
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|
2024
Q2 | $5.44M | Buy |
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|
2024
Q1 | $5.51M | Buy |
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|
2023
Q4 | $4.38M | Buy |
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|
2023
Q3 | $3.18M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $212K | Buy |
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