Creative Planning’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.85M | Buy |
43,462
+7,214
| +20% | +$353K | ﹤0.01% | 1958 |
|
|
2025
Q4 | $1.76M | Buy |
36,248
+15,629
| +76% | +$780K | ﹤0.01% | 1826 |
|
|
2025
Q3 | $1.09M | Buy |
20,619
+6,282
| +44% | +$339K | ﹤0.01% | 2036 |
|
|
2025
Q2 | $688K | Buy |
14,337
+2,729
| +24% | +$114K | ﹤0.01% | 2180 |
|
|
2025
Q1 | $503K | Buy |
11,608
+2,777
| +31% | +$138K | ﹤0.01% | 2286 |
|
|
2024
Q4 | $455K | Buy |
8,831
+480
| +6% | +$25.7K | ﹤0.01% | 2314 |
|
|
2024
Q3 | $421K | Buy |
+8,351
| New | +$387K | ﹤0.01% | 2259 |
|
|
2017
Q3 | – | Sell |
-640
| Closed | -$30K | – | 2888 |
|
|
2017
Q2 | $30K | Buy |
640
+30
| +5% | +$1.34K | ﹤0.01% | 2888 |
|
|
2017
Q1 | $28K | Buy |
610
+306
| +101% | +$13.2K | ﹤0.01% | 2888 |
|
|
2016
Q4 | $12K | Hold |
304
| – | – | ﹤0.01% | 3420 |
|
|
2016
Q3 | $11K | Sell |
304
-400
| -57% | -$14K | ﹤0.01% | 3452 |
|
|
2016
Q2 | $21K | Sell |
704
-150
| -18% | -$5.2K | ﹤0.01% | 2766 |
|
|
2016
Q1 | $33K | Buy |
854
+144
| +20% | +$5.17K | ﹤0.01% | 2389 |
|
|
2015
Q4 | $32K | Hold |
710
| – | – | ﹤0.01% | 2478 |
|
|
2015
Q3 | $31K | Buy |
+710
| New | +$36.6K | ﹤0.01% | 2400 |
|
|
2015
Q2 | – | Sell |
-510
| Closed | -$27K | – | 2136 |
|
|
2015
Q1 | $27K | Buy |
510
+91
| +22% | +$4.48K | ﹤0.01% | 2478 |
|
|
2014
Q4 | $21K | Sell |
419
-324
| -44% | -$16.1K | ﹤0.01% | 2609 |
|
|
2014
Q3 | $38K | Hold |
743
| – | – | ﹤0.01% | 2102 |
|
|
2014
Q2 | $38K | Buy |
743
+574
| +340% | +$28.3K | ﹤0.01% | 2059 |
|
|
2014
Q1 | $8K | Sell |
169
-127
| -43% | -$5.72K | ﹤0.01% | 2858 |
|
|
2013
Q4 | $13K | Sell |
296
-200
| -40% | -$8.1K | ﹤0.01% | 2422 |
|
|
2013
Q3 | $18K | Sell |
496
-28
| -5% | -$994 | ﹤0.01% | 2160 |
|
|
2013
Q2 | $17K | Buy |
+524
| New | +$17.5K | ﹤0.01% | 2023 |
|
Other funds holding LAZ
AI
VCM
VPM
