JFS Wealth 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 | $8.01K | Sell |
167
-17
| -9% | -$816 | ﹤0.01% | 940 |
|
|
2025
Q1 | $7.97K | Sell |
184
-162
| -47% | -$7.02K | ﹤0.01% | 954 |
|
|
2024
Q4 | $17.8K | Buy |
346
+324
| +1,473% | +$16.7K | ﹤0.01% | 676 |
|
|
2024
Q3 | $1.11K | Buy |
+22
| New | +$1.11K | ﹤0.01% | 1671 |
|
|
2022
Q1 | – | Sell |
-373
| Closed | -$16K | – | 1899 |
|
|
2021
Q4 | $16K | Buy |
373
+22
| +6% | +$944 | ﹤0.01% | 609 |
|
|
2021
Q3 | $16K | Hold |
351
| – | – | ﹤0.01% | 573 |
|
|
2021
Q2 | $16K | Hold |
351
| – | – | ﹤0.01% | 395 |
|
|
2021
Q1 | $15K | Hold |
351
| – | – | ﹤0.01% | 373 |
|
|
2020
Q4 | $15K | Hold |
351
| – | – | ﹤0.01% | 366 |
|
|
2020
Q3 | $12K | Hold |
351
| – | – | ﹤0.01% | 380 |
|
|
2020
Q2 | $10K | Hold |
351
| – | – | ﹤0.01% | 383 |
|
|
2020
Q1 | $8K | Hold |
351
| – | – | ﹤0.01% | 360 |
|
|
2019
Q4 | $14K | Hold |
351
| – | – | ﹤0.01% | 351 |
|
|
2019
Q3 | $12K | Hold |
351
| – | – | ﹤0.01% | 358 |
|
|
2019
Q2 | $12K | Hold |
351
| – | – | ﹤0.01% | 350 |
|
|
2019
Q1 | $13K | Sell |
351
-179
| -34% | -$6.63K | ﹤0.01% | 337 |
|
|
2018
Q4 | $20K | Sell |
530
-2,562
| -83% | -$96.7K | 0.01% | 285 |
|
|
2018
Q3 | $149K | Hold |
3,092
| – | – | 0.04% | 161 |
|
|
2018
Q2 | $151K | Sell |
3,092
-152
| -5% | -$7.42K | 0.04% | 156 |
|
|
2018
Q1 | $171K | Sell |
3,244
-332
| -9% | -$17.5K | 0.05% | 146 |
|
|
2017
Q4 | $188K | Buy |
3,576
+1
| +0% | +$53 | 0.05% | 144 |
|
|
2017
Q3 | $162K | Sell |
3,575
-255
| -7% | -$11.6K | 0.04% | 149 |
|
|
2017
Q2 | $177K | Buy |
3,830
+3,624
| +1,759% | +$167K | 0.05% | 128 |
|
|
2017
Q1 | $8K | Hold |
206
| – | – | ﹤0.01% | 365 |
|
|
2016
Q4 | $8K | Hold |
206
| – | – | ﹤0.01% | 365 |
|
|
2016
Q3 | $7K | Hold |
206
| – | – | ﹤0.01% | 409 |
|
|
2016
Q2 | $6K | Hold |
206
| – | – | ﹤0.01% | 427 |
|
|
2016
Q1 | $8K | Sell |
206
-402
| -66% | -$15.6K | ﹤0.01% | 421 |
|
|
2015
Q4 | $27K | Buy |
+608
| New | +$27K | 0.01% | 301 |
|