Geneos Wealth 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 | $80.1K | Sell |
1,670
-1,183
| -41% | -$56.8K | ﹤0.01% | 1343 |
|
|
2025
Q1 | $182K | Buy |
2,853
+1,691
| +146% | +$108K | ﹤0.01% | 1272 |
|
|
2024
Q4 | $59.8K | Buy |
1,162
+876
| +306% | +$45.1K | ﹤0.01% | 1250 |
|
|
2024
Q3 | $14.4K | Buy |
+286
| New | +$14.4K | ﹤0.01% | 1685 |
|
|
2024
Q1 | – | Sell |
-846
| Closed | -$29.4K | – | 2184 |
|
|
2023
Q4 | $29.4K | Sell |
846
-200
| -19% | -$6.96K | ﹤0.01% | 1236 |
|
|
2023
Q3 | $32.4K | Buy |
1,046
+60
| +6% | +$1.86K | ﹤0.01% | 1204 |
|
|
2023
Q2 | $31.6K | Buy |
986
+200
| +25% | +$6.4K | ﹤0.01% | 1230 |
|
|
2023
Q1 | $26K | Sell |
786
-200
| -20% | -$6.62K | ﹤0.01% | 1264 |
|
|
2022
Q4 | $34.2K | Sell |
986
-622
| -39% | -$21.6K | ﹤0.01% | 1179 |
|
|
2022
Q3 | $51K | Buy |
1,608
+8
| +0.5% | +$254 | ﹤0.01% | 1021 |
|
|
2022
Q2 | $51K | Buy |
1,600
+8
| +0.5% | +$255 | ﹤0.01% | 1276 |
|
|
2022
Q1 | $54K | Buy |
1,592
+9
| +0.6% | +$305 | ﹤0.01% | 1347 |
|
|
2021
Q4 | $69K | Buy |
1,583
+206
| +15% | +$8.98K | ﹤0.01% | 1329 |
|
|
2021
Q3 | $65K | Buy |
1,377
+6
| +0.4% | +$283 | ﹤0.01% | 1364 |
|
|
2021
Q2 | $63K | Buy |
1,371
+5
| +0.4% | +$230 | ﹤0.01% | 1372 |
|
|
2021
Q1 | $61K | Sell |
1,366
-100
| -7% | -$4.47K | ﹤0.01% | 1528 |
|
|
2020
Q4 | $63K | Buy |
1,466
+580
| +65% | +$24.9K | ﹤0.01% | 1345 |
|
|
2020
Q3 | $27K | Sell |
886
-322
| -27% | -$9.81K | ﹤0.01% | 1515 |
|
|
2020
Q2 | $32K | Hold |
1,208
| – | – | ﹤0.01% | 1419 |
|
|
2020
Q1 | $29K | Sell |
1,208
-100
| -8% | -$2.4K | ﹤0.01% | 1359 |
|
|
2019
Q4 | $51K | Hold |
1,308
| – | – | ﹤0.01% | 1245 |
|
|
2019
Q3 | $45K | Buy |
1,308
+250
| +24% | +$8.6K | ﹤0.01% | 1236 |
|
|
2019
Q2 | $36K | Buy |
1,058
+52
| +5% | +$1.77K | ﹤0.01% | 1353 |
|
|
2019
Q1 | $36K | Hold |
1,006
| – | – | ﹤0.01% | 1305 |
|
|
2018
Q4 | $37K | Hold |
1,006
| – | – | ﹤0.01% | 1233 |
|
|
2018
Q3 | $48K | Hold |
1,006
| – | – | ﹤0.01% | 1189 |
|
|
2018
Q2 | $49K | Hold |
1,006
| – | – | ﹤0.01% | 1052 |
|
|
2018
Q1 | $52K | Buy |
1,006
+9
| +0.9% | +$465 | ﹤0.01% | 977 |
|
|
2017
Q4 | $52K | Hold |
997
| – | – | ﹤0.01% | 982 |
|
|
2017
Q3 | $45K | Sell |
997
-615
| -38% | -$27.8K | ﹤0.01% | 996 |
|
|
2017
Q2 | $74K | Hold |
1,612
| – | – | 0.01% | 783 |
|
|
2017
Q1 | $74K | Hold |
1,612
| – | – | 0.01% | 754 |
|
|
2016
Q4 | $66K | Hold |
1,612
| – | – | 0.01% | 734 |
|
|
2016
Q3 | $58K | Buy |
1,612
+700
| +77% | +$25.2K | 0.01% | 760 |
|
|
2016
Q2 | $27K | Hold |
912
| – | – | ﹤0.01% | 1020 |
|
|
2016
Q1 | $36K | Buy |
+912
| New | +$36K | 0.01% | 902 |
|