HM Payson & Co’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $89.1K | Buy |
2,057
+1,843
| +861% | +$79.8K | ﹤0.01% | 540 |
|
|
2024
Q4 | $11K | Hold |
214
| – | – | ﹤0.01% | 833 |
|
|
2024
Q3 | $10.8K | Hold |
214
| – | – | ﹤0.01% | 830 |
|
|
2024
Q2 | $8.17K | Buy |
+214
| New | +$8.17K | ﹤0.01% | 853 |
|
|
2020
Q3 | – | Sell |
-3,000
| Closed | -$86K | – | 1056 |
|
|
2020
Q2 | $86K | Hold |
3,000
| – | – | ﹤0.01% | 452 |
|
|
2020
Q1 | $71K | Hold |
3,000
| – | – | ﹤0.01% | 446 |
|
|
2019
Q4 | $120K | Hold |
3,000
| – | – | ﹤0.01% | 448 |
|
|
2019
Q3 | $105K | Hold |
3,000
| – | – | ﹤0.01% | 469 |
|
|
2019
Q2 | $103K | Buy |
+3,000
| New | +$103K | ﹤0.01% | 486 |
|
|
2019
Q1 | – | Sell |
-56
| Closed | -$2K | – | 260 |
|
|
2018
Q4 | $2K | Buy |
+56
| New | +$2K | 0.01% | 136 |
|