IFP Advisors’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $42.4K | Buy |
997
+17
| +2% | +$832 | ﹤0.01% | 2345 |
|
|
2025
Q4 | $47.6K | Buy |
980
+157
| +19% | +$7.83K | ﹤0.01% | 2220 |
|
|
2025
Q3 | $43.4K | Buy |
823
+404
| +96% | +$21.8K | ﹤0.01% | 2153 |
|
|
2025
Q2 | $66.6K | Sell |
419
-364
| -46% | -$15.2K | ﹤0.01% | 1888 |
|
|
2025
Q1 | $33.9K | Hold |
783
| – | – | ﹤0.01% | 2067 |
|
|
2024
Q4 | $40.3K | Sell |
783
-254
| -24% | -$13.6K | ﹤0.01% | 1927 |
|
|
2024
Q3 | $52.2K | Buy |
1,037
+145
| +16% | +$6.72K | ﹤0.01% | 1714 |
|
|
2024
Q2 | $34.1K | Buy |
+892
| New | +$34.8K | ﹤0.01% | 1832 |
|
|
2023
Q4 | – | Sell |
-75
| Closed | -$2.33K | – | 3213 |
|
|
2023
Q3 | $2.33K | Hold |
75
| – | – | ﹤0.01% | 2784 |
|
|
2023
Q2 | $2.4K | Hold |
75
| – | – | ﹤0.01% | 2817 |
|
|
2023
Q1 | $3.87K | Hold |
75
| – | – | ﹤0.01% | 2671 |
|
|
2022
Q4 | $4K | Sell |
75
-224
| -75% | -$7.96K | ﹤0.01% | 3909 |
|
|
2022
Q3 | $16K | Hold |
299
| – | – | ﹤0.01% | 3285 |
|
|
2022
Q2 | $16K | Hold |
299
| – | – | ﹤0.01% | 3035 |
|
|
2022
Q1 | $16K | Buy |
299
+205
| +218% | +$7.93K | ﹤0.01% | 3035 |
|
|
2021
Q4 | $4K | Buy |
94
+19
| +25% | +$889 | ﹤0.01% | 2573 |
|
|
2021
Q3 | $3K | Hold |
75
| – | – | ﹤0.01% | 2730 |
|
|
2021
Q2 | $3K | Hold |
75
| – | – | ﹤0.01% | 2640 |
|
|
2021
Q1 | $3K | Hold |
75
| – | – | ﹤0.01% | 2572 |
|
|
2020
Q4 | $3K | Hold |
75
| – | – | ﹤0.01% | 2513 |
|
|
2020
Q3 | $2K | Hold |
75
| – | – | ﹤0.01% | 2491 |
|
|
2020
Q2 | $2K | Sell |
75
-351
| -82% | -$9.51K | ﹤0.01% | 2401 |
|
|
2020
Q1 | $11K | Buy |
+426
| New | +$15.8K | ﹤0.01% | 1731 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3283 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3411 |
|
|
2019
Q1 | – | Sell |
-786
| Closed | -$29K | – | 2939 |
|
|
2018
Q4 | $29K | Buy |
786
+55
| +8% | +$2.19K | ﹤0.01% | 1920 |
|
|
2018
Q3 | $35K | Sell |
731
-474
| -39% | -$23.6K | ﹤0.01% | 2110 |
|
|
2018
Q2 | $59K | Buy |
1,205
+607
| +102% | +$32.1K | ﹤0.01% | 1822 |
|
|
2018
Q1 | $31K | Hold |
598
| – | – | ﹤0.01% | 2102 |
|
|
2017
Q4 | $31K | Sell |
598
-2,658
| -82% | -$127K | ﹤0.01% | 2127 |
|
|
2017
Q3 | $147K | Buy |
3,256
+113
| +4% | +$5.01K | 0.01% | 1336 |
|
|
2017
Q2 | $146K | Sell |
3,143
-1,792
| -36% | -$80.4K | 0.01% | 1303 |
|
|
2017
Q1 | $227K | Buy |
4,935
+749
| +18% | +$32.3K | 0.01% | 1051 |
|
|
2016
Q4 | $172K | Sell |
4,186
-422
| -9% | -$16.4K | 0.01% | 1129 |
|
|
2016
Q3 | $168K | Sell |
4,608
-4
| -0.1% | -$140 | 0.01% | 1088 |
|
|
2016
Q2 | $137K | Buy |
+4,612
| New | +$160K | 0.01% | 1167 |
|
|
2016
Q1 | – | Sell |
-2,284
| Closed | -$103K | – | 2931 |
|
|
2015
Q4 | $103K | Buy |
+2,284
| New | +$105K | 0.01% | 1163 |
|
Other funds holding LAZ
AI
VCM
VPM
