Darrell & King’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-12,399
| Closed | -$426K | – | 53 |
|
|
2019
Q2 | $426K | Sell |
12,399
-263
| -2% | -$9.04K | 0.08% | 31 |
|
|
2019
Q1 | $458K | Sell |
12,662
-671,570
| -98% | -$24.3M | 0.08% | 32 |
|
|
2018
Q4 | $25.3M | Sell |
684,232
-841
| -0.1% | -$31K | 4.62% | 11 |
|
|
2018
Q3 | $33M | Sell |
685,073
-2,559
| -0.4% | -$123K | 4.68% | 15 |
|
|
2018
Q2 | $33.6M | Sell |
687,632
-14,072
| -2% | -$688K | 4.85% | 10 |
|
|
2018
Q1 | $36.9M | Sell |
701,704
-1,039
| -0.1% | -$54.6K | 5.23% | 6 |
|
|
2017
Q4 | $36.9M | Buy |
702,743
+4,399
| +0.6% | +$231K | 5.08% | 10 |
|
|
2017
Q3 | $31.6M | Sell |
698,344
-2,833
| -0.4% | -$128K | 4.52% | 16 |
|
|
2017
Q2 | $32.5M | Buy |
701,177
+6,015
| +0.9% | +$279K | 4.87% | 13 |
|
|
2017
Q1 | $32M | Buy |
695,162
+12,830
| +2% | +$590K | 5.24% | 8 |
|
|
2016
Q4 | $28M | Buy |
682,332
+7,734
| +1% | +$318K | 4.53% | 14 |
|
|
2016
Q3 | $24.5M | Buy |
+674,598
| New | +$24.5M | 4.22% | 16 |
|