Envestnet Asset Management’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.5M | Buy |
302,439
+14,865
| +5% | +$713K | ﹤0.01% | 1470 |
|
|
2025
Q1 | $12.5M | Buy |
287,574
+25,480
| +10% | +$1.1M | ﹤0.01% | 1513 |
|
|
2024
Q4 | $13.5M | Sell |
262,094
-2,866
| -1% | -$148K | ﹤0.01% | 1439 |
|
|
2024
Q3 | $13.3M | Sell |
264,960
-18,931
| -7% | -$954K | ﹤0.01% | 1431 |
|
|
2024
Q2 | $10.8M | Sell |
283,891
-18,855
| -6% | -$720K | ﹤0.01% | 1500 |
|
|
2024
Q1 | $12.7M | Buy |
+302,746
| New | +$12.7M | ﹤0.01% | 1381 |
|
|
2023
Q4 | – | Sell |
-25,729
| Closed | -$798K | – | 4110 |
|
|
2023
Q3 | $798K | Buy |
25,729
+4,620
| +22% | +$143K | ﹤0.01% | 2972 |
|
|
2023
Q2 | $675K | Sell |
21,109
-82,283
| -80% | -$2.63M | ﹤0.01% | 3042 |
|
|
2023
Q1 | $721K | Buy |
103,392
+72,072
| +230% | +$503K | ﹤0.01% | 2906 |
|
|
2022
Q4 | $1.09M | Buy |
31,320
+1,581
| +5% | +$54.8K | ﹤0.01% | 2580 |
|
|
2022
Q3 | $947K | Sell |
29,739
-4,573
| -13% | -$146K | ﹤0.01% | 2610 |
|
|
2022
Q2 | $1.11M | Sell |
34,312
-2,257
| -6% | -$73.1K | ﹤0.01% | 2502 |
|
|
2022
Q1 | $1.26M | Sell |
36,569
-1,405
| -4% | -$48.5K | ﹤0.01% | 2495 |
|
|
2021
Q4 | $1.66M | Buy |
37,974
+143
| +0.4% | +$6.24K | ﹤0.01% | 2295 |
|
|
2021
Q3 | $1.73M | Buy |
37,831
+5,892
| +18% | +$270K | ﹤0.01% | 2179 |
|
|
2021
Q2 | $1.45M | Buy |
31,939
+63
| +0.2% | +$2.85K | ﹤0.01% | 2286 |
|
|
2021
Q1 | $1.39M | Buy |
31,876
+9,158
| +40% | +$398K | ﹤0.01% | 2180 |
|
|
2020
Q4 | $961K | Buy |
22,718
+9,794
| +76% | +$414K | ﹤0.01% | 2235 |
|
|
2020
Q3 | $427K | Buy |
12,924
+2,415
| +23% | +$79.8K | ﹤0.01% | 2553 |
|
|
2020
Q2 | $301K | Sell |
10,509
-2,745
| -21% | -$78.6K | ﹤0.01% | 2681 |
|
|
2020
Q1 | $312K | Buy |
13,254
+572
| +5% | +$13.5K | ﹤0.01% | 2530 |
|
|
2019
Q4 | $507K | Sell |
12,682
-798
| -6% | -$31.9K | ﹤0.01% | 2452 |
|
|
2019
Q3 | $472K | Sell |
13,480
-1,772
| -12% | -$62K | ﹤0.01% | 2412 |
|
|
2019
Q2 | $524K | Buy |
+15,252
| New | +$524K | ﹤0.01% | 2377 |
|
|
2019
Q1 | – | Sell |
-8,330
| Closed | -$307K | – | 2997 |
|
|
2018
Q4 | $307K | Buy |
+8,330
| New | +$307K | ﹤0.01% | 2412 |
|
|
2018
Q3 | – | Sell |
-1,146
| Closed | -$56K | – | 1986 |
|
|
2018
Q2 | $56K | Buy |
1,146
+82
| +8% | +$4.01K | ﹤0.01% | 2172 |
|
|
2018
Q1 | $56K | Sell |
1,064
-564
| -35% | -$29.7K | ﹤0.01% | 2118 |
|
|
2017
Q4 | $85K | Sell |
1,628
-23,022
| -93% | -$1.2M | ﹤0.01% | 2150 |
|
|
2017
Q3 | $1.11M | Buy |
24,650
+21,968
| +819% | +$992K | ﹤0.01% | 1125 |
|
|
2017
Q2 | $125K | Sell |
2,682
-25,613
| -91% | -$1.19M | ﹤0.01% | 2060 |
|
|
2017
Q1 | $1.3M | Sell |
28,295
-598
| -2% | -$27.5K | ﹤0.01% | 1104 |
|
|
2016
Q4 | $1.19M | Buy |
28,893
+2,030
| +8% | +$83.5K | ﹤0.01% | 1120 |
|
|
2016
Q3 | $977K | Buy |
26,863
+8,060
| +43% | +$293K | ﹤0.01% | 1260 |
|
|
2016
Q2 | $560K | Buy |
18,803
+1,248
| +7% | +$37.2K | ﹤0.01% | 1595 |
|
|
2016
Q1 | $681K | Buy |
17,555
+5,856
| +50% | +$227K | ﹤0.01% | 1497 |
|
|
2015
Q4 | $527K | Sell |
11,699
-916
| -7% | -$41.3K | ﹤0.01% | 1566 |
|
|
2015
Q3 | $546K | Sell |
12,615
-18,653
| -60% | -$807K | ﹤0.01% | 1568 |
|
|
2015
Q2 | $1.76M | Buy |
31,268
+566
| +2% | +$31.8K | 0.01% | 1123 |
|
|
2015
Q1 | $1.62M | Buy |
30,702
+26,361
| +607% | +$1.39M | 0.01% | 1079 |
|
|
2014
Q4 | $217K | Sell |
4,341
-4,683
| -52% | -$234K | ﹤0.01% | 982 |
|
|
2014
Q3 | $458K | Buy |
9,024
+2,694
| +43% | +$137K | ﹤0.01% | 813 |
|
|
2014
Q2 | $326K | Buy |
6,330
+931
| +17% | +$47.9K | ﹤0.01% | 867 |
|
|
2014
Q1 | $254K | Buy |
5,399
+3,384
| +168% | +$159K | ﹤0.01% | 836 |
|
|
2013
Q4 | $91K | Sell |
2,015
-717
| -26% | -$32.4K | ﹤0.01% | 1044 |
|
|
2013
Q3 | $98K | Sell |
2,732
-1,108
| -29% | -$39.7K | ﹤0.01% | 984 |
|
|
2013
Q2 | $123K | Buy |
+3,840
| New | +$123K | ﹤0.01% | 920 |
|