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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$32.6M	Sell	171,823 -13,169	-7%	-$2.6M	0.14%	110
2025 Q4	$32.9M	Sell	184,992 -53,065	-22%	-$9.07M	0.13%	109
2025 Q3	$38.7M	Sell	238,057 -368,940	-61%	-$62.3M	0.16%	104
2025 Q2	$107M	Sell	606,997 -113,831	-16%	-$20.2M	0.46%	57
2025 Q1	$130M	Sell	720,828 -22,940	-3%	-$4.57M	0.6%	46
2024 Q4	$156M	Buy	743,768 +1,044	+0.1%	+$228K	0.67%	44
2024 Q3	$159M	Buy	742,724 +103,432	+16%	+$20.8M	0.68%	45
2024 Q2	$129M	Sell	639,292 -5,132	-0.8%	-$1.12M	0.58%	48
2024 Q1	$157M	Buy	644,424 +10,016	+2%	+$2.26M	0.71%	43
2023 Q4	$138M	Sell	634,408 -7,971	-1%	-$1.61M	0.66%	45
2023 Q3	$134M	Buy	642,379 +1,053	+0.2%	+$228K	0.69%	46
2023 Q2	$138M	Buy	641,326 +5,223	+0.8%	+$1.1M	0.69%	43
2023 Q1	$147M	Sell	636,103 -4,040	-0.6%	-$917K	0.78%	39
2022 Q4	$146M	Buy	640,143 +79,818	+14%	+$17.8M	0.8%	41
2022 Q3	$112M	Buy	560,325 +3,791	+0.7%	+$766K	0.67%	47
2022 Q2	$101M	Sell	556,534 -12,216	-2%	-$2.3M	0.57%	56
2022 Q1	$109M	Buy	568,750 +7,361	+1%	+$1.49M	0.53%	64
2021 Q4	$133M	Buy	561,389 +29,021	+5%	+$6.59M	0.6%	52
2021 Q3	$110M	Buy	532,368 +7,743	+1%	+$1.72M	0.54%	60
2021 Q2	$115M	Buy	524,625 +24,737	+5%	+$5.47M	0.56%	57
2021 Q1	$105M	Buy	499,888 +26,368	+6%	+$5.23M	0.56%	57
2020 Q4	$94.3M	Buy	473,520 +100,466	+27%	+$19.1M	0.53%	56
2020 Q3	$68M	Buy	373,054 +68,921	+23%	+$11.9M	0.43%	65
2020 Q2	$48.1M	Buy	304,133 +267,313	+726%	+$40.9M	0.33%	73
2020 Q1	$5.08M	Buy	+36,820	New	+$5.78M	0.04%	151
2013 Q4	–	Sell	-16,500	Closed	-$1.08M	–	571
2013 Q3	$1.08M	Buy	+16,500	New	+$997K	0.01%	410