Luther King Capital Management (LKCM)’s Westwood Holdings Group WHG Stock Holding History

Luther King Capital Management (LKCM)’s Portfolio WHG Stock Details WHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.05M	Hold	185,000	–	–	0.01%	311
2025 Q4	$3.18M	Hold	185,000	–	–	0.01%	303
2025 Q3	$3.05M	Hold	185,000	–	–	0.01%	299
2025 Q2	$2.89M	Hold	185,000	–	–	0.01%	295
2025 Q1	$3M	Buy	185,000 +10	+0%	+$156	0.01%	277
2024 Q4	$2.68M	Hold	184,990	–	–	0.01%	292
2024 Q3	$2.63M	Sell	184,990 -53,750	-23%	-$689K	0.01%	295
2024 Q2	$2.91M	Hold	238,740	–	–	0.01%	277
2024 Q1	$2.94M	Sell	238,740 -5,000	-2%	-$60.2K	0.01%	283
2023 Q4	$3.06M	Hold	243,740	–	–	0.01%	273
2023 Q3	$2.47M	Hold	243,740	–	–	0.01%	289
2023 Q2	$3.02M	Hold	243,740	–	–	0.02%	280
2023 Q1	$2.73M	Hold	243,740	–	–	0.01%	276
2022 Q4	$2.71M	Hold	243,740	–	–	0.01%	264
2022 Q3	$2.35M	Hold	243,740	–	–	0.01%	277
2022 Q2	$3.36M	Sell	243,740 -9,137	-4%	-$141K	0.02%	230
2022 Q1	$3.87M	Hold	252,877	–	–	0.02%	230
2021 Q4	$4.28M	Hold	252,877	–	–	0.02%	227
2021 Q3	$4.8M	Buy	252,877 +15,223	+6%	+$330K	0.02%	211
2021 Q2	$5.17M	Buy	237,654 +125,000	+111%	+$2.38M	0.03%	207
2021 Q1	$1.63M	Buy	112,654 +287	+0.3%	+$4.39K	0.01%	327
2020 Q4	$1.63M	Buy	112,367 +53,517	+91%	+$645K	0.01%	304
2020 Q3	$656K	Hold	58,850	–	–	﹤0.01%	380
2020 Q2	$927K	Hold	58,850	–	–	0.01%	330
2020 Q1	$1.08M	Hold	58,850	–	–	0.01%	289
2019 Q4	$1.74M	Hold	58,850	–	–	0.01%	298
2019 Q3	$1.63M	Hold	58,850	–	–	0.01%	299
2019 Q2	$2.07M	Hold	58,850	–	–	0.02%	270
2019 Q1	$2.08M	Hold	58,850	–	–	0.02%	261
2018 Q4	$2M	Hold	58,850	–	–	0.02%	255
2018 Q3	$3.04M	Hold	58,850	–	–	0.02%	242
2018 Q2	$3.5M	Hold	58,850	–	–	0.03%	219
2018 Q1	$3.32M	Hold	58,850	–	–	0.03%	221
2017 Q4	$3.9M	Hold	58,850	–	–	0.03%	223
2017 Q3	$3.96M	Hold	58,850	–	–	0.03%	212
2017 Q2	$3.34M	Hold	58,850	–	–	0.03%	235
2017 Q1	$3.14M	Hold	58,850	–	–	0.03%	256
2016 Q4	$3.53M	Hold	58,850	–	–	0.03%	247
2016 Q3	$3.13M	Hold	58,850	–	–	0.03%	259
2016 Q2	$3.05M	Hold	58,850	–	–	0.03%	261
2016 Q1	$3.45M	Hold	58,850	–	–	0.03%	256
2015 Q4	$3.06M	Hold	58,850	–	–	0.03%	274
2015 Q3	$3.2M	Hold	58,850	–	–	0.03%	277
2015 Q2	$3.51M	Hold	58,850	–	–	0.03%	275
2015 Q1	$3.55M	Hold	58,850	–	–	0.03%	278
2014 Q4	$3.64M	Buy	58,850 +8,850	+18%	+$537K	0.03%	281
2014 Q3	$2.83M	Hold	50,000	–	–	0.02%	304
2014 Q2	$3M	Hold	50,000	–	–	0.02%	294
2014 Q1	$3.13M	Hold	50,000	–	–	0.03%	293
2013 Q4	$3.1M	Hold	50,000	–	–	0.03%	307
2013 Q3	$2.4M	Hold	50,000	–	–	0.02%	323
2013 Q2	$2.15M	Buy	+50,000	New	+$2.16M	0.02%	327