IFP Advisors’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $66.6K | Sell |
419
-364
| -46% | -$57.8K | ﹤0.01% | 1888 |
|
|
2025
Q1 | $33.9K | Hold |
783
| – | – | ﹤0.01% | 2067 |
|
|
2024
Q4 | $40.3K | Sell |
783
-254
| -24% | -$13.1K | ﹤0.01% | 1927 |
|
|
2024
Q3 | $52.2K | Buy |
1,037
+145
| +16% | +$7.31K | ﹤0.01% | 1714 |
|
|
2024
Q2 | $34.1K | Buy |
+892
| New | +$34.1K | ﹤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% | -$11.9K | ﹤0.01% | 3909 |
|
|
2022
Q3 | $16K | Hold |
299
| – | – | ﹤0.01% | 3286 |
|
|
2022
Q2 | $16K | Hold |
299
| – | – | ﹤0.01% | 3036 |
|
|
2022
Q1 | $16K | Buy |
299
+205
| +218% | +$11K | ﹤0.01% | 3036 |
|
|
2021
Q4 | $4K | Buy |
94
+19
| +25% | +$809 | ﹤0.01% | 2528 |
|
|
2021
Q3 | $3K | Hold |
75
| – | – | ﹤0.01% | 2668 |
|
|
2021
Q2 | $3K | Hold |
75
| – | – | ﹤0.01% | 2619 |
|
|
2021
Q1 | $3K | Hold |
75
| – | – | ﹤0.01% | 2546 |
|
|
2020
Q4 | $3K | Hold |
75
| – | – | ﹤0.01% | 2492 |
|
|
2020
Q3 | $2K | Hold |
75
| – | – | ﹤0.01% | 2469 |
|
|
2020
Q2 | $2K | Sell |
75
-351
| -82% | -$9.36K | ﹤0.01% | 2377 |
|
|
2020
Q1 | $11K | Buy |
+426
| New | +$11K | ﹤0.01% | 1718 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3270 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3384 |
|
|
2019
Q1 | – | Sell |
-786
| Closed | -$29K | – | 2912 |
|
|
2018
Q4 | $29K | Buy |
786
+55
| +8% | +$2.03K | ﹤0.01% | 1899 |
|
|
2018
Q3 | $35K | Sell |
731
-474
| -39% | -$22.7K | ﹤0.01% | 2093 |
|
|
2018
Q2 | $59K | Buy |
1,205
+607
| +102% | +$29.7K | ﹤0.01% | 1804 |
|
|
2018
Q1 | $31K | Hold |
598
| – | – | ﹤0.01% | 2102 |
|
|
2017
Q4 | $31K | Sell |
598
-2,658
| -82% | -$138K | ﹤0.01% | 2097 |
|
|
2017
Q3 | $147K | Buy |
3,256
+113
| +4% | +$5.1K | 0.01% | 1329 |
|
|
2017
Q2 | $146K | Sell |
3,143
-1,792
| -36% | -$83.2K | 0.01% | 1296 |
|
|
2017
Q1 | $227K | Buy |
4,935
+749
| +18% | +$34.5K | 0.01% | 1048 |
|
|
2016
Q4 | $172K | Sell |
4,186
-422
| -9% | -$17.3K | 0.01% | 1127 |
|
|
2016
Q3 | $168K | Sell |
4,608
-4
| -0.1% | -$146 | 0.01% | 1085 |
|
|
2016
Q2 | $137K | Buy |
+4,612
| New | +$137K | 0.01% | 1164 |
|
|
2016
Q1 | – | Sell |
-2,284
| Closed | -$103K | – | 2934 |
|
|
2015
Q4 | $103K | Buy |
+2,284
| New | +$103K | 0.01% | 1158 |
|