Davenport & Co’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $397K | Hold |
8,275
| – | – | ﹤0.01% | 925 |
|
2025
Q1 | $358K | Buy |
8,275
+400
| +5% | +$17.3K | ﹤0.01% | 931 |
|
2024
Q4 | $405K | Hold |
7,875
| – | – | ﹤0.01% | 883 |
|
2024
Q3 | $397K | Buy |
7,875
+975
| +14% | +$49.1K | ﹤0.01% | 865 |
|
2024
Q2 | $263K | Buy |
6,900
+900
| +15% | +$34.4K | ﹤0.01% | 967 |
|
2024
Q1 | $251K | Buy |
+6,000
| New | +$251K | ﹤0.01% | 976 |
|
2022
Q1 | – | Sell |
-5,135
| Closed | -$224K | – | 1074 |
|
2021
Q4 | $224K | Sell |
5,135
-565
| -10% | -$24.6K | ﹤0.01% | 977 |
|
2021
Q3 | $261K | Sell |
5,700
-100
| -2% | -$4.58K | ﹤0.01% | 898 |
|
2021
Q2 | $262K | Buy |
+5,800
| New | +$262K | ﹤0.01% | 836 |
|