First Dallas Securities’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-22,315
| Closed | -$974K | – | 125 |
|
|
2021
Q4 | $974K | Sell |
22,315
-1,450
| -6% | -$63.3K | 0.64% | 49 |
|
|
2021
Q3 | $1.09M | Hold |
23,765
| – | – | 0.75% | 41 |
|
|
2021
Q2 | $1.08M | Sell |
23,765
-1,385
| -6% | -$62.7K | 0.7% | 43 |
|
|
2021
Q1 | $1.09M | Buy |
+25,150
| New | +$1.09M | 0.93% | 37 |
|
|
2018
Q1 | – | Sell |
-2,425
| Closed | -$127K | – | 119 |
|
|
2017
Q4 | $127K | Buy |
+2,425
| New | +$127K | 0.08% | 127 |
|