Capital Analysts LLC’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-300
| Closed | -$10K | – | 1130 |
|
|
2023
Q4 | $10K | Hold |
300
| – | – | ﹤0.01% | 903 |
|
|
2023
Q3 | $9K | Hold |
300
| – | – | ﹤0.01% | 896 |
|
|
2023
Q2 | $10K | Hold |
300
| – | – | ﹤0.01% | 823 |
|
|
2023
Q1 | $10K | Hold |
300
| – | – | ﹤0.01% | 808 |
|
|
2022
Q4 | $10K | Hold |
300
| – | – | ﹤0.01% | 854 |
|
|
2022
Q3 | $10K | Hold |
300
| – | – | ﹤0.01% | 801 |
|
|
2022
Q2 | $10K | Hold |
300
| – | – | ﹤0.01% | 799 |
|
|
2022
Q1 | $10K | Hold |
300
| – | – | ﹤0.01% | 754 |
|
|
2021
Q4 | $13K | Hold |
300
| – | – | ﹤0.01% | 778 |
|
|
2021
Q3 | $14K | Sell |
300
-40
| -12% | -$1.87K | ﹤0.01% | 747 |
|
|
2021
Q2 | $15K | Hold |
340
| – | – | ﹤0.01% | 696 |
|
|
2021
Q1 | $15K | Buy |
+340
| New | +$15K | ﹤0.01% | 745 |
|
|
2015
Q4 | – | Sell |
-22,003
| Closed | -$953K | – | 393 |
|
|
2015
Q3 | $953K | Buy |
22,003
+11,312
| +106% | +$490K | 0.18% | 113 |
|
|
2015
Q2 | $601K | Buy |
10,691
+638
| +6% | +$35.9K | 0.12% | 127 |
|
|
2015
Q1 | $529K | Buy |
10,053
+2,419
| +32% | +$127K | 0.11% | 125 |
|
|
2014
Q4 | $382K | Buy |
7,634
+1,077
| +16% | +$53.9K | 0.08% | 138 |
|
|
2014
Q3 | $332K | Buy |
6,557
+786
| +14% | +$39.9K | 0.08% | 130 |
|
|
2014
Q2 | $298K | Buy |
5,771
+1,423
| +33% | +$73.4K | 0.07% | 131 |
|
|
2014
Q1 | $205K | Buy |
4,348
+148
| +4% | +$6.97K | 0.05% | 137 |
|
|
2013
Q4 | $190K | Buy |
4,200
+503
| +14% | +$22.8K | 0.05% | 138 |
|
|
2013
Q3 | $133K | Buy |
3,697
+93
| +3% | +$3.35K | 0.04% | 155 |
|
|
2013
Q2 | $116K | Buy |
+3,604
| New | +$116K | 0.04% | 160 |
|