Lazard Asset Management’s Stifel SF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.6M | Sell |
121,067
-4,890
| -4% | -$507K | 0.02% | 496 |
|
|
2025
Q1 | $11.9M | Sell |
125,957
-1,355
| -1% | -$128K | 0.02% | 453 |
|
|
2024
Q4 | $13.5M | Buy |
127,312
+19,699
| +18% | +$2.09M | 0.02% | 416 |
|
|
2024
Q3 | $10.1M | Sell |
107,613
-36,105
| -25% | -$3.39M | 0.01% | 463 |
|
|
2024
Q2 | $12.1M | Sell |
143,718
-5,800
| -4% | -$488K | 0.02% | 485 |
|
|
2024
Q1 | $11.7M | Sell |
149,518
-120,291
| -45% | -$9.4M | 0.01% | 502 |
|
|
2023
Q4 | $18.7M | Buy |
269,809
+48,985
| +22% | +$3.39M | 0.02% | 403 |
|
|
2023
Q3 | $13.6M | Buy |
+220,824
| New | +$13.6M | 0.02% | 480 |
|
|
2022
Q2 | – | Sell |
-503
| Closed | -$34K | – | 2555 |
|
|
2022
Q1 | $34K | Hold |
503
| – | – | ﹤0.01% | 1923 |
|
|
2021
Q4 | $35K | Hold |
503
| – | – | ﹤0.01% | 1876 |
|
|
2021
Q3 | $34K | Sell |
503
-52
| -9% | -$3.52K | ﹤0.01% | 1851 |
|
|
2021
Q2 | $35K | Hold |
555
| – | – | ﹤0.01% | 1730 |
|
|
2021
Q1 | $35K | Hold |
555
| – | – | ﹤0.01% | 1604 |
|
|
2020
Q4 | $28K | Buy |
555
+224
| +68% | +$11.3K | ﹤0.01% | 1603 |
|
|
2020
Q3 | $16K | Hold |
331
| – | – | ﹤0.01% | 1457 |
|
|
2020
Q2 | $15K | Hold |
331
| – | – | ﹤0.01% | 1471 |
|
|
2020
Q1 | $13K | Buy |
331
+307
| +1,279% | +$12.1K | ﹤0.01% | 1491 |
|
|
2019
Q4 | $1K | Hold |
24
| – | – | ﹤0.01% | 1498 |
|
|
2019
Q3 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 1439 |
|
|
2015
Q1 | – | Sell |
-37,919
| Closed | -$1.93M | – | 1198 |
|
|
2014
Q4 | $1.93M | Buy |
+37,919
| New | +$1.93M | ﹤0.01% | 671 |
|
|
2013
Q3 | – | Sell |
-59,051
| Closed | -$2.11M | – | 1036 |
|
|
2013
Q2 | $2.11M | Buy |
+59,051
| New | +$2.11M | 0.01% | 615 |
|