Abbot Financial Management’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-27,227
| Closed | -$939K | – | 129 |
|
|
2022
Q1 | $939K | Sell |
27,227
-2,952
| -10% | -$102K | 0.46% | 64 |
|
|
2021
Q4 | $1.32M | Sell |
30,179
-350
| -1% | -$15.3K | 0.59% | 50 |
|
|
2021
Q3 | $1.4M | Sell |
30,529
-198
| -0.6% | -$9.07K | 0.64% | 47 |
|
|
2021
Q2 | $1.39M | Sell |
30,727
-598
| -2% | -$27.1K | 0.61% | 47 |
|
|
2021
Q1 | $1.36M | Hold |
31,325
| – | – | 0.62% | 46 |
|
|
2020
Q4 | $1.33M | Sell |
31,325
-3,400
| -10% | -$144K | 0.76% | 44 |
|
|
2020
Q3 | $1.15M | Hold |
34,725
| – | – | 0.75% | 42 |
|
|
2020
Q2 | $994K | Hold |
34,725
| – | – | 0.68% | 47 |
|
|
2020
Q1 | $818K | Hold |
34,725
| – | – | 0.67% | 48 |
|
|
2019
Q4 | $1.39M | Sell |
34,725
-2,700
| -7% | -$108K | 0.88% | 35 |
|
|
2019
Q3 | $1.31M | Buy |
37,425
+13,700
| +58% | +$480K | 0.93% | 33 |
|
|
2019
Q2 | $816K | Hold |
23,725
| – | – | 0.59% | 56 |
|
|
2019
Q1 | $857K | Sell |
23,725
-300
| -1% | -$10.8K | 0.67% | 53 |
|
|
2018
Q4 | $887K | Buy |
24,025
+300
| +1% | +$11.1K | 0.78% | 47 |
|
|
2018
Q3 | $1.14M | Buy |
23,725
+300
| +1% | +$14.4K | 0.85% | 39 |
|
|
2018
Q2 | $1.15M | Sell |
23,425
-400
| -2% | -$19.6K | 0.91% | 40 |
|
|
2018
Q1 | $1.25M | Sell |
23,825
-800
| -3% | -$42K | 1.01% | 34 |
|
|
2017
Q4 | $1.29M | Hold |
24,625
| – | – | 1.03% | 35 |
|
|
2017
Q3 | $1.12M | Buy |
24,625
+400
| +2% | +$18.3K | 0.94% | 39 |
|
|
2017
Q2 | $1.12M | Buy |
+24,225
| New | +$1.12M | 1.01% | 37 |
|