Luther King Capital Management (LKCM)’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.75M | Sell |
80,201
-2,024
| -2% | -$145K | 0.03% | 221 |
|
|
2025
Q1 | $6.24M | Buy |
82,225
+90
| +0.1% | +$6.83K | 0.03% | 203 |
|
|
2024
Q4 | $6.72M | Buy |
82,135
+8,365
| +11% | +$685K | 0.03% | 201 |
|
|
2024
Q3 | $4.96M | Buy |
73,770
+360
| +0.5% | +$24.2K | 0.02% | 228 |
|
|
2024
Q2 | $5.44M | Buy |
73,410
+3,183
| +5% | +$236K | 0.02% | 212 |
|
|
2024
Q1 | $5.51M | Buy |
70,227
+178
| +0.3% | +$14K | 0.02% | 214 |
|
|
2023
Q4 | $4.38M | Buy |
70,049
+8,719
| +14% | +$546K | 0.02% | 225 |
|
|
2023
Q3 | $3.18M | Buy |
+61,330
| New | +$3.18M | 0.02% | 258 |
|
|
2020
Q1 | – | Sell |
-7,850
| Closed | -$212K | – | 504 |
|
|
2019
Q4 | $212K | Buy |
+7,850
| New | +$212K | ﹤0.01% | 532 |
|