Luther King Capital Management (LKCM)’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $212K | Hold |
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|
2023
Q2 | $285K | Sell |
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|
2023
Q1 | $284K | Hold |
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|
2022
Q4 | $299K | Sell |
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|
2022
Q3 | $677K | Hold |
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|
2022
Q2 | $805K | Sell |
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|
2022
Q1 | $1.34M | Sell |
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|
2021
Q4 | $2.09M | Sell |
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|
2021
Q3 | $6.66M | Sell |
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|
2021
Q2 | $7.26M | Sell |
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|
2021
Q1 | $11.8M | Sell |
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|
2020
Q4 | $16.2M | Buy |
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|
2020
Q3 | $15.2M | Sell |
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|
2020
Q2 | $14.5M | Buy |
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|
2020
Q1 | $9.7M | Buy |
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|
2019
Q4 | $11.6M | Sell |
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|
2019
Q3 | $9.48M | Sell |
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|
2019
Q2 | $11.5M | Sell |
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|
2019
Q1 | $11.9M | Sell |
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|
2018
Q4 | $11.3M | Sell |
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|
2018
Q3 | $15.5M | Buy |
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|
2018
Q2 | $13.2M | Buy |
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|
2018
Q1 | $5.7M | Sell |
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|
2017
Q4 | $5.37M | Sell |
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|
2017
Q3 | $5.94M | Buy |
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|
2017
Q2 | $4.47M | Sell |
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|
2017
Q1 | $5.46M | Sell |
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|
2016
Q4 | $7.94M | Sell |
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|
2016
Q3 | $8.32M | Buy |
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|
2016
Q2 | $1.8M | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $8.96M | Sell |
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|
2015
Q1 | $13.5M | Buy |
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