Callahan Advisors’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.83M | Buy |
58,960
+1,159
| +2% | +$55.6K | 0.25% | 76 |
|
|
2025
Q1 | $2.5M | Buy |
57,801
+4,836
| +9% | +$209K | 0.24% | 81 |
|
|
2024
Q4 | $2.73M | Buy |
52,965
+7,151
| +16% | +$368K | 0.26% | 76 |
|
|
2024
Q3 | $2.31M | Buy |
45,814
+2,619
| +6% | +$132K | 0.22% | 80 |
|
|
2024
Q2 | $1.65M | Buy |
43,195
+9,065
| +27% | +$346K | 0.17% | 86 |
|
|
2024
Q1 | $1.43M | Buy |
+34,130
| New | +$1.43M | 0.15% | 86 |
|
|
2022
Q4 | – | Sell |
-10,904
| Closed | -$347K | – | 139 |
|
|
2022
Q3 | $347K | Sell |
10,904
-4,244
| -28% | -$135K | 0.05% | 119 |
|
|
2022
Q2 | $491K | Sell |
15,148
-8,856
| -37% | -$287K | 0.07% | 114 |
|
|
2022
Q1 | $828K | Buy |
24,004
+161
| +0.7% | +$5.55K | 0.09% | 112 |
|
|
2021
Q4 | $1.04M | Sell |
23,843
-1,447
| -6% | -$63.1K | 0.12% | 110 |
|
|
2021
Q3 | $1.16M | Sell |
25,290
-39
| -0.2% | -$1.79K | 0.15% | 104 |
|
|
2021
Q2 | $1.15M | Sell |
25,329
-1,495
| -6% | -$67.6K | 0.15% | 105 |
|
|
2021
Q1 | $1.17M | Buy |
26,824
+1,948
| +8% | +$84.7K | 0.16% | 98 |
|
|
2020
Q4 | $1.05M | Sell |
24,876
-4,866
| -16% | -$206K | 0.15% | 92 |
|
|
2020
Q3 | $983K | Sell |
29,742
-2,124
| -7% | -$70.2K | 0.16% | 91 |
|
|
2020
Q2 | $912K | Sell |
31,866
-7,363
| -19% | -$211K | 0.16% | 83 |
|
|
2020
Q1 | $924K | Sell |
39,229
-1,103
| -3% | -$26K | 0.19% | 78 |
|
|
2019
Q4 | $1.61M | Sell |
40,332
-5,132
| -11% | -$205K | 0.26% | 73 |
|
|
2019
Q3 | $1.59M | Sell |
45,464
-620
| -1% | -$21.7K | 0.28% | 71 |
|
|
2019
Q2 | $1.59M | Sell |
46,084
-1,126
| -2% | -$38.7K | 0.28% | 70 |
|
|
2019
Q1 | $1.71M | Sell |
47,210
-499
| -1% | -$18K | 0.32% | 67 |
|
|
2018
Q4 | $1.76M | Sell |
47,709
-12,846
| -21% | -$474K | 0.38% | 59 |
|
|
2018
Q3 | $2.91M | Sell |
60,555
-2,172
| -3% | -$105K | 0.54% | 55 |
|
|
2018
Q2 | $3.07M | Sell |
62,727
-765
| -1% | -$37.4K | 0.6% | 55 |
|
|
2018
Q1 | $3.34M | Buy |
63,492
+1,117
| +2% | +$58.7K | 0.68% | 50 |
|
|
2017
Q4 | $3.28M | Buy |
62,375
+1,907
| +3% | +$100K | 0.65% | 50 |
|
|
2017
Q3 | $2.73M | Sell |
60,468
-1,545
| -2% | -$69.9K | 0.57% | 52 |
|
|
2017
Q2 | $2.87M | Buy |
62,013
+85
| +0.1% | +$3.94K | 0.63% | 50 |
|
|
2017
Q1 | $2.85M | Buy |
61,928
+11,583
| +23% | +$533K | 0.64% | 50 |
|
|
2016
Q4 | $2.07M | Buy |
50,345
+8,051
| +19% | +$331K | 0.5% | 60 |
|
|
2016
Q3 | $1.54M | Sell |
42,294
-1,689
| -4% | -$61.4K | 0.38% | 62 |
|
|
2016
Q2 | $1.31M | Sell |
43,983
-6,853
| -13% | -$204K | 0.34% | 62 |
|
|
2016
Q1 | $1.97M | Buy |
50,836
+5,998
| +13% | +$233K | 0.54% | 54 |
|
|
2015
Q4 | $2.02M | Buy |
44,838
+9,781
| +28% | +$440K | 0.58% | 55 |
|
|
2015
Q3 | $1.52M | Buy |
35,057
+6,490
| +23% | +$281K | 0.47% | 58 |
|
|
2015
Q2 | $1.61M | Buy |
28,567
+5,663
| +25% | +$319K | 0.46% | 68 |
|
|
2015
Q1 | $1.21M | Buy |
22,904
+5,662
| +33% | +$298K | 0.35% | 75 |
|
|
2014
Q4 | $863K | Buy |
17,242
+6,666
| +63% | +$334K | 0.25% | 80 |
|
|
2014
Q3 | $536K | Buy |
10,576
+2,011
| +23% | +$102K | 0.17% | 91 |
|
|
2014
Q2 | $442K | Buy |
+8,565
| New | +$442K | 0.14% | 94 |
|