Donoghue Forlines’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-31,074
| Closed | -$1.07M | – | 277 |
|
2022
Q1 | $1.07M | Buy |
31,074
+5,758
| +23% | +$199K | 0.23% | 117 |
|
2021
Q4 | $1.11M | Buy |
25,316
+1,375
| +6% | +$60K | 0.19% | 117 |
|
2021
Q3 | $1.1M | Sell |
23,941
-1,338
| -5% | -$61.3K | 0.21% | 108 |
|
2021
Q2 | $1.14M | Sell |
25,279
-4,312
| -15% | -$195K | 0.21% | 114 |
|
2021
Q1 | $1.29M | Buy |
29,591
+24,683
| +503% | +$1.07M | 0.25% | 92 |
|
2020
Q4 | $208K | Buy |
+4,908
| New | +$208K | 0.04% | 230 |
|
2020
Q1 | – | Sell |
-12,229
| Closed | -$489K | – | 111 |
|
2019
Q4 | $489K | Sell |
12,229
-1,692
| -12% | -$67.7K | 0.08% | 119 |
|
2019
Q3 | $487K | Sell |
13,921
-4,593
| -25% | -$161K | 0.07% | 153 |
|
2019
Q2 | $637K | Buy |
+18,514
| New | +$637K | 0.07% | 156 |
|