Luther King Capital Management (LKCM)’s LPL Financial LPLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.95M | Buy |
9,799
+2,253
| +30% | +$756K | 0.01% | 316 |
|
|
2025
Q4 | $2.7M | Buy |
7,546
+1,188
| +19% | +$420K | 0.01% | 315 |
|
|
2025
Q3 | $2.12M | Sell |
6,358
-8
| -0.1% | -$2.9K | 0.01% | 342 |
|
|
2025
Q2 | $2.39M | Sell |
6,366
-497
| -7% | -$174K | 0.01% | 314 |
|
|
2025
Q1 | $2.25M | Buy |
6,863
+20
| +0.3% | +$6.96K | 0.01% | 308 |
|
|
2024
Q4 | $2.23M | Buy |
6,843
+65
| +1% | +$19.2K | 0.01% | 309 |
|
|
2024
Q3 | $1.58M | Buy |
6,778
+918
| +16% | +$207K | 0.01% | 349 |
|
|
2024
Q2 | $1.64M | Buy |
5,860
+56
| +1% | +$15.2K | 0.01% | 334 |
|
|
2024
Q1 | $1.53M | Buy |
5,804
+266
| +5% | +$67.1K | 0.01% | 350 |
|
|
2023
Q4 | $1.26M | Buy |
5,538
+219
| +4% | +$49.2K | 0.01% | 367 |
|
|
2023
Q3 | $1.26M | Sell |
5,319
-62
| -1% | -$14.4K | 0.01% | 363 |
|
|
2023
Q2 | $1.17M | Buy |
5,381
+159
| +3% | +$31.8K | 0.01% | 394 |
|
|
2023
Q1 | $1.06M | Sell |
5,222
-1,763
| -25% | -$403K | 0.01% | 385 |
|
|
2022
Q4 | $1.51M | Sell |
6,985
-2,721
| -28% | -$636K | 0.01% | 334 |
|
|
2022
Q3 | $2.12M | Buy |
9,706
+2,451
| +34% | +$521K | 0.01% | 292 |
|
|
2022
Q2 | $1.34M | Sell |
7,255
-1,375
| -16% | -$261K | 0.01% | 345 |
|
|
2022
Q1 | $1.58M | Buy |
8,630
+200
| +2% | +$34.8K | 0.01% | 336 |
|
|
2021
Q4 | $1.35M | Buy |
8,430
+2,010
| +31% | +$332K | 0.01% | 371 |
|
|
2021
Q3 | $1.01M | Sell |
6,420
-130
| -2% | -$18.7K | ﹤0.01% | 411 |
|
|
2021
Q2 | $884K | Sell |
6,550
-2,140
| -25% | -$311K | ﹤0.01% | 439 |
|
|
2021
Q1 | $1.24M | Hold |
8,690
| – | – | 0.01% | 356 |
|
|
2020
Q4 | $906K | Buy |
8,690
+1,577
| +22% | +$142K | 0.01% | 381 |
|
|
2020
Q3 | $545K | Buy |
7,113
+548
| +8% | +$43.5K | ﹤0.01% | 399 |
|
|
2020
Q2 | $515K | Sell |
6,565
-140
| -2% | -$9.36K | ﹤0.01% | 398 |
|
|
2020
Q1 | $365K | Sell |
6,705
-190
| -3% | -$15.3K | ﹤0.01% | 411 |
|
|
2019
Q4 | $636K | Hold |
6,895
| – | – | ﹤0.01% | 392 |
|
|
2019
Q3 | $565K | Buy |
+6,895
| New | +$552K | ﹤0.01% | 392 |
|
|
2013
Q4 | – | Sell |
-14,900
| Closed | -$571K | – | 588 |
|
|
2013
Q3 | $571K | Hold |
14,900
| – | – | ﹤0.01% | 517 |
|
|
2013
Q2 | $563K | Buy |
+14,900
| New | +$533K | 0.01% | 515 |
|
Other funds holding LPLA
VPM
VCM
SC
