Denali Advisors’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-134
| Closed | -$4.29K | – | 511 |
|
|
2023
Q2 | $4.29K | Hold |
134
| – | – | ﹤0.01% | 376 |
|
|
2023
Q1 | $4.44K | Hold |
134
| – | – | ﹤0.01% | 330 |
|
|
2022
Q4 | $4.65K | Hold |
134
| – | – | ﹤0.01% | 329 |
|
|
2022
Q3 | $4K | Hold |
134
| – | – | ﹤0.01% | 322 |
|
|
2022
Q2 | $4K | Buy |
134
+60
| +81% | +$1.79K | ﹤0.01% | 339 |
|
|
2022
Q1 | $3K | Buy |
+74
| New | +$3K | ﹤0.01% | 344 |
|
|
2021
Q3 | – | Sell |
-47
| Closed | -$2K | – | 302 |
|
|
2021
Q2 | $2K | Sell |
47
-9
| -16% | -$383 | ﹤0.01% | 257 |
|
|
2021
Q1 | $2K | Buy |
+56
| New | +$2K | ﹤0.01% | 337 |
|
|
2018
Q4 | – | Sell |
-6,500
| Closed | -$313K | – | 261 |
|
|
2018
Q3 | $313K | Hold |
6,500
| – | – | 0.05% | 114 |
|
|
2018
Q2 | $318K | Buy |
+6,500
| New | +$318K | 0.05% | 116 |
|
|
2018
Q1 | – | Sell |
-2,000
| Closed | -$105K | – | 281 |
|
|
2017
Q4 | $105K | Buy |
+2,000
| New | +$105K | 0.02% | 130 |
|