Luther King Capital Management (LKCM)’s Smith-Midland SMID Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-22,749
| Closed | -$432K | – | 604 |
|
|
2023
Q3 | $432K | Sell |
22,749
-1,212
| -5% | -$23K | ﹤0.01% | 473 |
|
|
2023
Q2 | $564K | Hold |
23,961
| – | – | ﹤0.01% | 463 |
|
|
2023
Q1 | $450K | Hold |
23,961
| – | – | ﹤0.01% | 473 |
|
|
2022
Q4 | $491K | Hold |
23,961
| – | – | ﹤0.01% | 455 |
|
|
2022
Q3 | $641K | Hold |
23,961
| – | – | ﹤0.01% | 422 |
|
|
2022
Q2 | $335K | Hold |
23,961
| – | – | ﹤0.01% | 532 |
|
|
2022
Q1 | $425K | Hold |
23,961
| – | – | ﹤0.01% | 503 |
|
|
2021
Q4 | $1.13M | Buy |
+23,961
| New | +$1.13M | 0.01% | 393 |
|