Concourse Financial Group Securities’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,596
| Closed | -$303K | – | 4615 |
|
|
2024
Q4 | $303K | Buy |
5,596
+1,419
| +34% | +$76.8K | 0.02% | 611 |
|
|
2024
Q3 | $210K | Buy |
4,177
+1,566
| +60% | +$78.9K | 0.01% | 695 |
|
|
2024
Q2 | $99.7K | Buy |
2,611
+594
| +29% | +$22.7K | 0.01% | 938 |
|
|
2024
Q1 | $84.5K | Buy |
+2,017
| New | +$84.5K | 0.01% | 980 |
|
|
2023
Q4 | – | Sell |
-440
| Closed | -$13.6K | – | 5642 |
|
|
2023
Q3 | $13.6K | Hold |
440
| – | – | ﹤0.01% | 1548 |
|
|
2023
Q2 | $14.1K | Sell |
440
-85
| -16% | -$2.72K | ﹤0.01% | 1559 |
|
|
2023
Q1 | $17.4K | Sell |
525
-112
| -18% | -$3.71K | ﹤0.01% | 1499 |
|
|
2022
Q4 | $22.1K | Buy |
+637
| New | +$22.1K | ﹤0.01% | 1430 |
|
|
2022
Q3 | – | Sell |
-525
| Closed | -$17K | – | 5026 |
|
|
2022
Q2 | $17K | Hold |
525
| – | – | ﹤0.01% | 1494 |
|
|
2022
Q1 | $18K | Hold |
525
| – | – | ﹤0.01% | 1520 |
|
|
2021
Q4 | $23K | Hold |
525
| – | – | ﹤0.01% | 1588 |
|
|
2021
Q3 | $24K | Hold |
525
| – | – | ﹤0.01% | 1596 |
|
|
2021
Q2 | $24K | Buy |
525
+85
| +19% | +$3.89K | ﹤0.01% | 1587 |
|
|
2021
Q1 | $19K | Sell |
440
-100
| -19% | -$4.32K | ﹤0.01% | 1577 |
|
|
2020
Q4 | $23K | Hold |
540
| – | – | ﹤0.01% | 1409 |
|
|
2020
Q3 | $18K | Sell |
540
-371
| -41% | -$12.4K | ﹤0.01% | 1391 |
|
|
2020
Q2 | $26K | Buy |
911
+59
| +7% | +$1.68K | ﹤0.01% | 1203 |
|
|
2020
Q1 | $20K | Sell |
852
-232
| -21% | -$5.45K | ﹤0.01% | 1233 |
|
|
2019
Q4 | $43K | Buy |
1,084
+445
| +70% | +$17.7K | ﹤0.01% | 994 |
|
|
2019
Q3 | $22K | Sell |
639
-435
| -41% | -$15K | 0.01% | 929 |
|
|
2019
Q2 | $37K | Buy |
1,074
+148
| +16% | +$5.1K | ﹤0.01% | 972 |
|
|
2019
Q1 | $33K | Buy |
926
+138
| +18% | +$4.92K | ﹤0.01% | 1040 |
|
|
2018
Q4 | $29K | Sell |
788
-86
| -10% | -$3.17K | ﹤0.01% | 995 |
|
|
2018
Q3 | $42K | Buy |
+874
| New | +$42K | 0.01% | 628 |
|