Luther King Capital Management (LKCM)’s ESAB ESAB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.22M	Sell	54,041 -105	-0.2%	-$12.2K	0.02%	248
2025 Q4	$6.05M	Sell	54,146 -454	-0.8%	-$52K	0.02%	232
2025 Q3	$6.1M	Sell	54,600 -12,886	-19%	-$1.53M	0.03%	220
2025 Q2	$8.14M	Sell	67,486 -149	-0.2%	-$18K	0.04%	185
2025 Q1	$7.88M	Sell	67,635 -46	-0.1%	-$5.6K	0.04%	178
2024 Q4	$8.12M	Sell	67,681 -95	-0.1%	-$11.5K	0.04%	180
2024 Q3	$7.21M	Buy	67,776 +43	+0.1%	+$4.26K	0.03%	189
2024 Q2	$6.4M	Sell	67,733 -4,534	-6%	-$471K	0.03%	197
2024 Q1	$7.99M	Sell	72,267 -2,691	-4%	-$251K	0.04%	170
2023 Q4	$6.49M	Sell	74,958 -556	-0.7%	-$42.1K	0.03%	184
2023 Q3	$5.3M	Buy	75,514 +1,459	+2%	+$102K	0.03%	192
2023 Q2	$4.93M	Sell	74,055 -2,136	-3%	-$130K	0.02%	208
2023 Q1	$4.5M	Sell	76,191 -18,756	-20%	-$1.07M	0.02%	205
2022 Q4	$4.45M	Sell	94,947 -15,044	-14%	-$630K	0.02%	198
2022 Q3	$3.67M	Buy	109,991 +38,809	+55%	+$1.59M	0.02%	213
2022 Q2	$3.11M	Buy	+71,182	New	+$3.43M	0.02%	242