Next Financial Group’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $224K | Sell |
5,144
-1,962
| -28% | -$85.4K | 0.01% | 849 |
|
|
2021
Q3 | $325K | Sell |
7,106
-343
| -5% | -$15.7K | 0.03% | 631 |
|
|
2021
Q2 | $337K | Sell |
7,449
-656
| -8% | -$29.7K | 0.03% | 617 |
|
|
2021
Q1 | $353K | Buy |
8,105
+7,847
| +3,041% | +$342K | 0.03% | 554 |
|
|
2020
Q4 | $11K | Buy |
+258
| New | +$11K | ﹤0.01% | 1751 |
|
|
2020
Q1 | – | Sell |
-7,033
| Closed | -$281K | – | 2275 |
|
|
2019
Q4 | $281K | Sell |
7,033
-900
| -11% | -$36K | 0.03% | 559 |
|
|
2019
Q3 | $278K | Sell |
7,933
-1,952
| -20% | -$68.4K | 0.03% | 536 |
|
|
2019
Q2 | $340K | Buy |
+9,885
| New | +$340K | 0.04% | 478 |
|
|
2017
Q4 | – | Sell |
-171
| Closed | -$8K | – | 890 |
|
|
2017
Q3 | $8K | Sell |
171
-100
| -37% | -$4.68K | ﹤0.01% | 1295 |
|
|
2017
Q2 | $13K | Hold |
271
| – | – | ﹤0.01% | 1234 |
|
|
2017
Q1 | $12K | Sell |
271
-250
| -48% | -$11.1K | ﹤0.01% | 1215 |
|
|
2016
Q4 | $21K | Buy |
521
+100
| +24% | +$4.03K | ﹤0.01% | 1352 |
|
|
2016
Q3 | $15K | Buy |
421
+171
| +68% | +$6.09K | ﹤0.01% | 1485 |
|
|
2016
Q2 | $7K | Sell |
250
-240
| -49% | -$6.72K | ﹤0.01% | 1327 |
|
|
2016
Q1 | $19K | Buy |
+490
| New | +$19K | 0.01% | 959 |
|
|
2014
Q4 | – | Sell |
-8
| Closed | – | – | 2140 |
|
|
2014
Q3 | $0 | Buy |
+8
| New | – | ﹤0.01% | 2539 |
|