Lazard Asset Management’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.5M | Sell |
115,003
-9,419
| -8% | -$748K | 0.01% | 449 |
|
|
2025
Q4 | $10.4M | Sell |
124,422
-58,160
| -32% | -$4.65M | 0.02% | 404 |
|
|
2025
Q3 | $13.8M | Buy |
182,582
+981
| +0.5% | +$73.4K | 0.02% | 367 |
|
|
2025
Q2 | $12.6M | Sell |
181,601
-7,335
| -4% | -$450K | 0.02% | 496 |
|
|
2025
Q1 | $11.9M | Sell |
188,936
-2,032
| -1% | -$143K | 0.02% | 453 |
|
|
2024
Q4 | $13.5M | Buy |
190,968
+29,548
| +18% | +$2.11M | 0.02% | 416 |
|
|
2024
Q3 | $10.1M | Sell |
161,420
-54,157
| -25% | -$3.09M | 0.01% | 463 |
|
|
2024
Q2 | $12.1M | Sell |
215,577
-8,700
| -4% | -$461K | 0.02% | 485 |
|
|
2024
Q1 | $11.7M | Sell |
224,277
-180,437
| -45% | -$8.88M | 0.01% | 502 |
|
|
2023
Q4 | $18.7M | Buy |
404,714
+73,478
| +22% | +$3.02M | 0.02% | 403 |
|
|
2023
Q3 | $13.6M | Buy |
+331,236
| New | +$14M | 0.02% | 480 |
|
|
2022
Q2 | – | Sell |
-755
| Closed | -$34K | – | 2555 |
|
|
2022
Q1 | $34K | Hold |
755
| – | – | ﹤0.01% | 1923 |
|
|
2021
Q4 | $35K | Hold |
755
| – | – | ﹤0.01% | 1876 |
|
|
2021
Q3 | $34K | Sell |
755
-78
| -9% | -$3.48K | ﹤0.01% | 1851 |
|
|
2021
Q2 | $35K | Hold |
833
| – | – | ﹤0.01% | 1730 |
|
|
2021
Q1 | $35K | Hold |
833
| – | – | ﹤0.01% | 1604 |
|
|
2020
Q4 | $28K | Buy |
833
+88
| +12% | +$2.61K | ﹤0.01% | 1603 |
|
|
2020
Q3 | $16K | Hold |
745
| – | – | ﹤0.01% | 1457 |
|
|
2020
Q2 | $15K | Hold |
745
| – | – | ﹤0.01% | 1471 |
|
|
2020
Q1 | $13K | Buy |
745
+691
| +1,280% | +$17.3K | ﹤0.01% | 1491 |
|
|
2019
Q4 | $1K | Hold |
54
| – | – | ﹤0.01% | 1498 |
|
|
2019
Q3 | $1K | Buy |
+54
| New | +$1.36K | ﹤0.01% | 1439 |
|
|
2015
Q1 | – | Sell |
-85,318
| Closed | -$1.93M | – | 1198 |
|
|
2014
Q4 | $1.93M | Buy |
+85,318
| New | +$1.81M | ﹤0.01% | 671 |
|
|
2013
Q3 | – | Sell |
-132,865
| Closed | -$2.11M | – | 1036 |
|
|
2013
Q2 | $2.11M | Buy |
+132,865
| New | +$2.01M | 0.01% | 615 |
|
Other funds holding SF
VPM
VCM
