Luther King Capital Management (LKCM)’s IDEX IEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $107M | Sell |
606,997
-113,831
| -16% | -$20M | 0.46% | 57 |
|
|
2025
Q1 | $130M | Sell |
720,828
-22,940
| -3% | -$4.15M | 0.6% | 46 |
|
|
2024
Q4 | $156M | Buy |
743,768
+1,044
| +0.1% | +$218K | 0.67% | 44 |
|
|
2024
Q3 | $159M | Buy |
742,724
+103,432
| +16% | +$22.2M | 0.68% | 45 |
|
|
2024
Q2 | $129M | Sell |
639,292
-5,132
| -0.8% | -$1.03M | 0.58% | 48 |
|
|
2024
Q1 | $157M | Buy |
644,424
+10,016
| +2% | +$2.44M | 0.71% | 43 |
|
|
2023
Q4 | $138M | Sell |
634,408
-7,971
| -1% | -$1.73M | 0.66% | 45 |
|
|
2023
Q3 | $134M | Buy |
642,379
+1,053
| +0.2% | +$219K | 0.69% | 46 |
|
|
2023
Q2 | $138M | Buy |
641,326
+5,223
| +0.8% | +$1.12M | 0.69% | 43 |
|
|
2023
Q1 | $147M | Sell |
636,103
-4,040
| -0.6% | -$933K | 0.78% | 39 |
|
|
2022
Q4 | $146M | Buy |
640,143
+79,818
| +14% | +$18.2M | 0.8% | 41 |
|
|
2022
Q3 | $112M | Buy |
560,325
+3,791
| +0.7% | +$758K | 0.67% | 47 |
|
|
2022
Q2 | $101M | Sell |
556,534
-12,216
| -2% | -$2.22M | 0.57% | 56 |
|
|
2022
Q1 | $109M | Buy |
568,750
+7,361
| +1% | +$1.41M | 0.53% | 64 |
|
|
2021
Q4 | $133M | Buy |
561,389
+29,021
| +5% | +$6.86M | 0.6% | 52 |
|
|
2021
Q3 | $110M | Buy |
532,368
+7,743
| +1% | +$1.6M | 0.54% | 60 |
|
|
2021
Q2 | $115M | Buy |
524,625
+24,737
| +5% | +$5.44M | 0.56% | 57 |
|
|
2021
Q1 | $105M | Buy |
499,888
+26,368
| +6% | +$5.52M | 0.56% | 57 |
|
|
2020
Q4 | $94.3M | Buy |
473,520
+100,466
| +27% | +$20M | 0.53% | 56 |
|
|
2020
Q3 | $68M | Buy |
373,054
+68,921
| +23% | +$12.6M | 0.43% | 65 |
|
|
2020
Q2 | $48.1M | Buy |
304,133
+267,313
| +726% | +$42.2M | 0.33% | 73 |
|
|
2020
Q1 | $5.09M | Buy |
+36,820
| New | +$5.09M | 0.04% | 151 |
|
|
2013
Q4 | – | Sell |
-16,500
| Closed | -$1.08M | – | 571 |
|
|
2013
Q3 | $1.08M | Buy |
+16,500
| New | +$1.08M | 0.01% | 410 |
|