Lazard Asset Management’s Financial Institutions FISI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-35,513
| Closed | -$886K | – | 2369 |
|
|
2025
Q1 | $886K | Buy |
35,513
+6,527
| +23% | +$163K | ﹤0.01% | 1253 |
|
|
2024
Q4 | $791K | Buy |
28,986
+6,959
| +32% | +$190K | ﹤0.01% | 1236 |
|
|
2024
Q3 | $561K | Buy |
22,027
+8,206
| +59% | +$209K | ﹤0.01% | 1327 |
|
|
2024
Q2 | $267K | Buy |
13,821
+8,563
| +163% | +$165K | ﹤0.01% | 1462 |
|
|
2024
Q1 | $98K | Buy |
+5,258
| New | +$98K | ﹤0.01% | 1540 |
|
|
2022
Q4 | – | Sell |
-53
| Closed | -$1K | – | 2443 |
|
|
2022
Q3 | $1K | Sell |
53
-15
| -22% | -$283 | ﹤0.01% | 2247 |
|
|
2022
Q2 | $1K | Sell |
68
-1,365
| -95% | -$20.1K | ﹤0.01% | 2321 |
|
|
2022
Q1 | $43K | Hold |
1,433
| – | – | ﹤0.01% | 1819 |
|
|
2021
Q4 | $45K | Buy |
1,433
+583
| +69% | +$18.3K | ﹤0.01% | 1784 |
|
|
2021
Q3 | $26K | Buy |
+850
| New | +$26K | ﹤0.01% | 1944 |
|
|
2020
Q4 | – | Sell |
-1,020
| Closed | -$15K | – | 1887 |
|
|
2020
Q3 | $15K | Hold |
1,020
| – | – | ﹤0.01% | 1462 |
|
|
2020
Q2 | $18K | Sell |
1,020
-149
| -13% | -$2.63K | ﹤0.01% | 1453 |
|
|
2020
Q1 | $21K | Buy |
+1,169
| New | +$21K | ﹤0.01% | 1427 |
|
|
2019
Q4 | – | Sell |
-437
| Closed | -$13K | – | 1570 |
|
|
2019
Q3 | $13K | Buy |
+437
| New | +$13K | ﹤0.01% | 1221 |
|