Creative Planning’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $688K | Buy |
14,337
+2,729
| +24% | +$131K | ﹤0.01% | 2175 |
|
|
2025
Q1 | $503K | Buy |
11,608
+2,777
| +31% | +$120K | ﹤0.01% | 2281 |
|
|
2024
Q4 | $455K | Buy |
8,831
+480
| +6% | +$24.7K | ﹤0.01% | 2307 |
|
|
2024
Q3 | $421K | Buy |
+8,351
| New | +$421K | ﹤0.01% | 2259 |
|
|
2017
Q3 | – | Sell |
-640
| Closed | -$30K | – | 2816 |
|
|
2017
Q2 | $30K | Buy |
640
+30
| +5% | +$1.41K | ﹤0.01% | 2862 |
|
|
2017
Q1 | $28K | Buy |
610
+306
| +101% | +$14K | ﹤0.01% | 2859 |
|
|
2016
Q4 | $12K | Hold |
304
| – | – | ﹤0.01% | 3368 |
|
|
2016
Q3 | $11K | Sell |
304
-400
| -57% | -$14.5K | ﹤0.01% | 3396 |
|
|
2016
Q2 | $21K | Sell |
704
-150
| -18% | -$4.47K | ﹤0.01% | 2735 |
|
|
2016
Q1 | $33K | Buy |
854
+144
| +20% | +$5.56K | ﹤0.01% | 2375 |
|
|
2015
Q4 | $32K | Hold |
710
| – | – | ﹤0.01% | 2454 |
|
|
2015
Q3 | $31K | Buy |
+710
| New | +$31K | ﹤0.01% | 2388 |
|
|
2015
Q2 | – | Sell |
-510
| Closed | -$27K | – | 2043 |
|
|
2015
Q1 | $27K | Buy |
510
+91
| +22% | +$4.82K | ﹤0.01% | 2457 |
|
|
2014
Q4 | $21K | Sell |
419
-324
| -44% | -$16.2K | ﹤0.01% | 2580 |
|
|
2014
Q3 | $38K | Hold |
743
| – | – | ﹤0.01% | 2084 |
|
|
2014
Q2 | $38K | Buy |
743
+574
| +340% | +$29.4K | ﹤0.01% | 2034 |
|
|
2014
Q1 | $8K | Sell |
169
-127
| -43% | -$6.01K | ﹤0.01% | 2805 |
|
|
2013
Q4 | $13K | Sell |
296
-200
| -40% | -$8.78K | ﹤0.01% | 2422 |
|
|
2013
Q3 | $18K | Sell |
496
-28
| -5% | -$1.02K | ﹤0.01% | 2160 |
|
|
2013
Q2 | $17K | Buy |
+524
| New | +$17K | ﹤0.01% | 2023 |
|