Rothschild Investment LLC’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $312K | Hold |
6,500
| – | – | 0.02% | 419 |
|
|
2025
Q1 | $281K | Hold |
6,500
| – | – | 0.02% | 431 |
|
|
2024
Q4 | $335K | Hold |
6,500
| – | – | 0.02% | 407 |
|
|
2024
Q3 | $327K | Sell |
6,500
-200
| -3% | -$10.1K | 0.02% | 415 |
|
|
2024
Q2 | $256K | Sell |
6,700
-400
| -6% | -$15.3K | 0.02% | 444 |
|
|
2024
Q1 | $297K | Hold |
7,100
| – | – | 0.02% | 405 |
|
|
2023
Q4 | $247K | Sell |
7,100
-1,000
| -12% | -$34.8K | 0.02% | 381 |
|
|
2023
Q3 | $251K | Sell |
8,100
-500
| -6% | -$15.5K | 0.02% | 409 |
|
|
2023
Q2 | $275K | Hold |
8,600
| – | – | 0.02% | 404 |
|
|
2023
Q1 | $285K | Hold |
8,600
| – | – | 0.02% | 387 |
|
|
2022
Q4 | $298K | Hold |
8,600
| – | – | 0.03% | 370 |
|
|
2022
Q3 | $274K | Hold |
8,600
| – | – | 0.03% | 380 |
|
|
2022
Q2 | $279K | Hold |
8,600
| – | – | 0.03% | 379 |
|
|
2022
Q1 | $297K | Buy |
8,600
+500
| +6% | +$17.3K | 0.02% | 392 |
|
|
2021
Q4 | $353K | Hold |
8,100
| – | – | 0.03% | 377 |
|
|
2021
Q3 | $371K | Buy |
8,100
+2,000
| +33% | +$91.6K | 0.03% | 355 |
|
|
2021
Q2 | $276K | Buy |
+6,100
| New | +$276K | 0.02% | 410 |
|
|
2020
Q4 | – | Sell |
-11,250
| Closed | -$372K | – | 465 |
|
|
2020
Q3 | $372K | Buy |
+11,250
| New | +$372K | 0.04% | 300 |
|