Jones Financial Companies’s Lazard LAZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $175K | Sell |
3,664
-200
| -5% | -$9.57K | ﹤0.01% | 1710 |
|
|
2025
Q1 | $167K | Buy |
3,864
+1,566
| +68% | +$67.6K | ﹤0.01% | 1561 |
|
|
2024
Q4 | $118K | Buy |
2,298
+503
| +28% | +$25.9K | ﹤0.01% | 1564 |
|
|
2024
Q3 | $90.5K | Buy |
+1,795
| New | +$90.5K | ﹤0.01% | 1443 |
|
|
2022
Q1 | – | Sell |
-127
| Closed | -$6K | – | 778 |
|
|
2021
Q4 | $6K | Hold |
127
| – | – | ﹤0.01% | 623 |
|
|
2021
Q3 | $6K | Hold |
127
| – | – | ﹤0.01% | 561 |
|
|
2021
Q2 | $6K | Buy |
127
+64
| +102% | +$3.02K | ﹤0.01% | 542 |
|
|
2021
Q1 | $3K | Buy |
+63
| New | +$3K | ﹤0.01% | 706 |
|
|
2016
Q1 | – | Sell |
-4,626
| Closed | -$208K | – | 224 |
|
|
2015
Q4 | $208K | Sell |
4,626
-3,380
| -42% | -$152K | ﹤0.01% | 225 |
|
|
2015
Q3 | $347K | Sell |
8,006
-69
| -0.9% | -$2.99K | ﹤0.01% | 201 |
|
|
2015
Q2 | $454K | Sell |
8,075
-266
| -3% | -$15K | ﹤0.01% | 191 |
|
|
2015
Q1 | $439K | Sell |
8,341
-1,191
| -12% | -$62.7K | ﹤0.01% | 192 |
|
|
2014
Q4 | $476K | Sell |
9,532
-859
| -8% | -$42.9K | ﹤0.01% | 194 |
|
|
2014
Q3 | $527K | Buy |
10,391
+2,525
| +32% | +$128K | ﹤0.01% | 183 |
|
|
2014
Q2 | $405K | Buy |
+7,866
| New | +$405K | ﹤0.01% | 194 |
|