Charles Schwab’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $55.5M | Buy |
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|
2025
Q2 | $49.6M | Buy |
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|
2025
Q1 | $44M | Sell |
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|
2024
Q4 | $54.8M | Sell |
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|
2024
Q3 | $55.4M | Buy |
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|
2024
Q2 | $41.1M | Sell |
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|
2024
Q1 | $46.3M | Sell |
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|
2023
Q4 | $99M | Buy |
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|
2023
Q3 | $87.6M | Buy |
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|
2023
Q2 | $87.7M | Buy |
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|
2023
Q1 | $87.3M | Sell |
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|
2022
Q4 | $96.1M | Buy |
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|
2022
Q3 | $80.2M | Buy |
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|
2022
Q2 | $76.6M | Buy |
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|
2022
Q1 | $77.5M | Buy |
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|
2021
Q4 | $91.5M | Sell |
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|
2021
Q3 | $101M | Sell |
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|
2021
Q2 | $99.8M | Buy |
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|
2021
Q1 | $90.2M | Buy |
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|
2020
Q4 | $86.1M | Buy |
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|
2020
Q3 | $60.7M | Buy |
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|
2020
Q2 | $39.7M | Buy |
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|
2020
Q1 | $24.7M | Buy |
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|
2019
Q4 | $39.3M | Sell |
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|
2019
Q3 | $38.5M | Sell |
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|
2019
Q2 | $38.2M | Sell |
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|
2019
Q1 | $42M | Buy |
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|
2018
Q4 | $42.3M | Sell |
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|
2018
Q3 | $55.4M | Buy |
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|
2018
Q2 | $50.2M | Buy |
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|
2018
Q1 | $48.5M | Buy |
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|
2017
Q4 | $41.4M | Buy |
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|
2017
Q3 | $34M | Buy |
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|
2017
Q2 | $32.6M | Buy |
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|
2017
Q1 | $29.5M | Buy |
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|
2016
Q4 | $24.3M | Buy |
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|
2016
Q3 | $19.4M | Buy |
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|
2016
Q2 | $14.3M | Sell |
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|
2016
Q1 | $39.7M | Sell |
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|
2015
Q4 | $67.5M | Sell |
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|
2015
Q3 | $77.5M | Sell |
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|
2015
Q2 | $110M | Buy |
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|
2015
Q1 | $93.8M | Buy |
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|
2014
Q4 | $64.2M | Buy |
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|
2014
Q3 | $61.7M | Buy |
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|
2014
Q2 | $51.4M | Buy |
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|
2014
Q1 | $23.2M | Buy |
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|
2013
Q4 | $2.94M | Buy |
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|
2013
Q3 | $2.28M | Buy |
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|
2013
Q2 | $1.94M | Buy |
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