LPL Financial’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.89M | Buy |
44,540
+100
| +0.2% | +$4.89K | ﹤0.01% | 3569 |
|
|
2025
Q4 | $2.16M | Sell |
44,440
-16,200
| -27% | -$808K | ﹤0.01% | 3337 |
|
|
2025
Q3 | $3.2M | Buy |
60,640
+25,394
| +72% | +$1.37M | ﹤0.01% | 2884 |
|
|
2025
Q2 | $1.69M | Sell |
35,246
-6,613
| -16% | -$277K | ﹤0.01% | 3284 |
|
|
2025
Q1 | $1.81M | Buy |
41,859
+352
| +0.8% | +$17.5K | ﹤0.01% | 3036 |
|
|
2024
Q4 | $2.14M | Buy |
41,507
+12,803
| +45% | +$686K | ﹤0.01% | 2795 |
|
|
2024
Q3 | $1.45M | Sell |
28,704
-561
| -2% | -$26K | ﹤0.01% | 3037 |
|
|
2024
Q2 | $1.12M | Buy |
29,265
+1,198
| +4% | +$46.8K | ﹤0.01% | 3148 |
|
|
2024
Q1 | $1.18M | Buy |
28,067
+10,978
| +64% | +$428K | ﹤0.01% | 3031 |
|
|
2023
Q4 | $595K | Sell |
17,089
-367
| -2% | -$11.1K | ﹤0.01% | 3524 |
|
|
2023
Q3 | $541K | Sell |
17,456
-9,755
| -36% | -$327K | ﹤0.01% | 3425 |
|
|
2023
Q2 | $871K | Sell |
27,211
-2,612
| -9% | -$80.7K | ﹤0.01% | 2961 |
|
|
2023
Q1 | $987K | Sell |
29,823
-551
| -2% | -$20.3K | ﹤0.01% | 2763 |
|
|
2022
Q4 | $1.05M | Buy |
30,374
+696
| +2% | +$24.7K | ﹤0.01% | 2601 |
|
|
2022
Q3 | $945K | Buy |
29,678
+645
| +2% | +$23.2K | ﹤0.01% | 2588 |
|
|
2022
Q2 | $941K | Sell |
29,033
-3,633
| -11% | -$123K | ﹤0.01% | 2621 |
|
|
2022
Q1 | $1.13M | Sell |
32,666
-1,977
| -6% | -$76.5K | ﹤0.01% | 2511 |
|
|
2021
Q4 | $1.51M | Buy |
34,643
+680
| +2% | +$31.8K | ﹤0.01% | 2311 |
|
|
2021
Q3 | $1.55M | Sell |
33,963
-1,656
| -5% | -$77.3K | ﹤0.01% | 2250 |
|
|
2021
Q2 | $1.61M | Sell |
35,619
-1,719
| -5% | -$78.8K | ﹤0.01% | 2155 |
|
|
2021
Q1 | $1.63M | Buy |
37,338
+12,149
| +48% | +$517K | ﹤0.01% | 1999 |
|
|
2020
Q4 | $1.07M | Buy |
25,189
+7,068
| +39% | +$267K | ﹤0.01% | 2130 |
|
|
2020
Q3 | $599K | Buy |
18,121
+3,789
| +26% | +$117K | ﹤0.01% | 2323 |
|
|
2020
Q2 | $410K | Sell |
14,332
-323
| -2% | -$8.75K | ﹤0.01% | 2574 |
|
|
2020
Q1 | $345K | Buy |
14,655
+1,181
| +9% | +$43.7K | ﹤0.01% | 2376 |
|
|
2019
Q4 | $538K | Sell |
13,474
-799
| -6% | -$30.2K | ﹤0.01% | 2315 |
|
|
2019
Q3 | $500K | Buy |
14,273
+1,301
| +10% | +$46.1K | ﹤0.01% | 2258 |
|
|
2019
Q2 | $446K | Sell |
12,972
-4,948
| -28% | -$177K | ﹤0.01% | 2358 |
|
|
2019
Q1 | $648K | Sell |
17,920
-995
| -5% | -$37.4K | ﹤0.01% | 1995 |
|
|
2018
Q4 | $698K | Sell |
18,915
-7,038
| -27% | -$281K | ﹤0.01% | 1779 |
|
|
2018
Q3 | $1.25M | Sell |
25,953
-462
| -2% | -$23K | ﹤0.01% | 1518 |
|
|
2018
Q2 | $1.29M | Sell |
26,415
-5,759
| -18% | -$305K | ﹤0.01% | 1452 |
|
|
2018
Q1 | $1.69M | Buy |
32,174
+3,826
| +13% | +$212K | ﹤0.01% | 1219 |
|
|
2017
Q4 | $1.49M | Buy |
28,348
+2,609
| +10% | +$125K | ﹤0.01% | 1260 |
|
|
2017
Q3 | $1.16M | Buy |
25,739
+344
| +1% | +$15.3K | ﹤0.01% | 1333 |
|
|
2017
Q2 | $1.18M | Buy |
25,395
+20,183
| +387% | +$905K | ﹤0.01% | 1272 |
|
|
2017
Q1 | $238K | Sell |
5,212
-50
| -1% | -$2.16K | ﹤0.01% | 2375 |
|
|
2016
Q4 | $219K | Buy |
+5,262
| New | +$204K | ﹤0.01% | 2418 |
|
|
2016
Q2 | – | Sell |
-15,490
| Closed | -$570K | – | 2822 |
|
|
2016
Q1 | $570K | Sell |
15,490
-20,744
| -57% | -$745K | ﹤0.01% | 2074 |
|
|
2015
Q4 | $1.58M | Buy |
36,234
+13,436
| +59% | +$616K | ﹤0.01% | 1328 |
|
|
2015
Q3 | $1.03M | Buy |
22,798
+392
| +2% | +$20.2K | 0.01% | 1225 |
|
|
2015
Q2 | $1.24M | Buy |
22,406
+2,972
| +15% | +$165K | 0.01% | 1205 |
|
|
2015
Q1 | $1.03M | Buy |
19,434
+1,377
| +8% | +$67.8K | 0.01% | 1336 |
|
|
2014
Q4 | $903K | Buy |
18,057
+1,872
| +12% | +$92.8K | ﹤0.01% | 1380 |
|
|
2014
Q3 | $803K | Buy |
16,185
+2,888
| +22% | +$151K | ﹤0.01% | 1428 |
|
|
2014
Q2 | $686K | Sell |
13,297
-3,112
| -19% | -$153K | ﹤0.01% | 1577 |
|
|
2014
Q1 | $773K | Buy |
16,409
+8,282
| +102% | +$373K | ﹤0.01% | 1430 |
|
|
2013
Q4 | $368K | Buy |
+8,127
| New | +$329K | ﹤0.01% | 1958 |
|
Other funds holding LAZ
AI
VCM
VPM
