CAPTRUST Financial 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 | $497K | Buy |
+10,352
| New | +$497K | ﹤0.01% | 1734 |
|
|
2022
Q3 | – | Sell |
-200
| Closed | -$6K | – | 3143 |
|
|
2022
Q2 | $6K | Hold |
200
| – | – | ﹤0.01% | 4003 |
|
|
2022
Q1 | $7K | Sell |
200
-229
| -53% | -$8.02K | ﹤0.01% | 3972 |
|
|
2021
Q4 | $19K | Buy |
429
+109
| +34% | +$4.83K | ﹤0.01% | 3314 |
|
|
2021
Q3 | $15K | Buy |
320
+120
| +60% | +$5.63K | ﹤0.01% | 3356 |
|
|
2021
Q2 | $9K | Hold |
200
| – | – | ﹤0.01% | 3598 |
|
|
2021
Q1 | $9K | Sell |
200
-500
| -71% | -$22.5K | ﹤0.01% | 3489 |
|
|
2020
Q4 | $30K | Buy |
700
+500
| +250% | +$21.4K | ﹤0.01% | 2066 |
|
|
2020
Q3 | $7K | Hold |
200
| – | – | ﹤0.01% | 2426 |
|
|
2020
Q2 | $6K | Sell |
200
-5,840
| -97% | -$175K | ﹤0.01% | 2348 |
|
|
2020
Q1 | $136K | Sell |
6,040
-3,400
| -36% | -$76.6K | ﹤0.01% | 998 |
|
|
2019
Q4 | $385K | Buy |
+9,440
| New | +$385K | 0.01% | 769 |
|