Coldstream Capital Management’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-116
| Closed | -$5.02K | – | 2308 |
|
|
2025
Q1 | $5.02K | Buy |
+116
| New | +$5.02K | ﹤0.01% | 2694 |
|
|
2016
Q2 | – | Sell |
-6,930
| Closed | -$269K | – | 243 |
|
|
2016
Q1 | $269K | Buy |
+6,930
| New | +$269K | 0.05% | 190 |
|
|
2015
Q1 | – | Sell |
-9,765
| Closed | -$489K | – | 155 |
|
|
2014
Q4 | $489K | Hold |
9,765
| – | – | 0.14% | 94 |
|
|
2014
Q3 | $495K | Hold |
9,765
| – | – | 0.14% | 93 |
|
|
2014
Q2 | $503K | Sell |
9,765
-890
| -8% | -$45.8K | 0.15% | 95 |
|
|
2014
Q1 | $502K | Buy |
10,655
+500
| +5% | +$23.6K | 0.16% | 90 |
|
|
2013
Q4 | $460K | Hold |
10,155
| – | – | 0.15% | 96 |
|
|
2013
Q3 | $366K | Buy |
10,155
+131
| +1% | +$4.72K | 0.12% | 105 |
|
|
2013
Q2 | $322K | Buy |
+10,024
| New | +$322K | 0.11% | 115 |
|