Steward Partners Investment Advisory’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $60.7K | Buy |
1,265
+36
| +3% | +$1.73K | ﹤0.01% | 2383 |
|
|
2025
Q1 | $53.2K | Hold |
1,229
| – | – | ﹤0.01% | 2350 |
|
|
2024
Q4 | $63.3K | Buy |
1,229
+34
| +3% | +$1.75K | ﹤0.01% | 2215 |
|
|
2024
Q3 | $60.2K | Hold |
1,195
| – | – | ﹤0.01% | 2137 |
|
|
2024
Q2 | $45.6K | Hold |
1,195
| – | – | ﹤0.01% | 2148 |
|
|
2024
Q1 | $50K | Buy |
1,195
+500
| +72% | +$20.9K | ﹤0.01% | 2119 |
|
|
2023
Q4 | $24.2K | Hold |
695
| – | – | ﹤0.01% | 2315 |
|
|
2023
Q3 | $21.6K | Buy |
695
+644
| +1,263% | +$20K | ﹤0.01% | 2272 |
|
|
2023
Q2 | $1.63K | Hold |
51
| – | – | ﹤0.01% | 3066 |
|
|
2023
Q1 | $1.69K | Hold |
51
| – | – | ﹤0.01% | 3048 |
|
|
2022
Q4 | $1.77K | Sell |
51
-1,500
| -97% | -$52K | ﹤0.01% | 3040 |
|
|
2022
Q3 | $49K | Buy |
1,551
+500
| +48% | +$15.8K | ﹤0.01% | 1801 |
|
|
2022
Q2 | $34K | Hold |
1,051
| – | – | ﹤0.01% | 1982 |
|
|
2022
Q1 | $36K | Sell |
1,051
-575
| -35% | -$19.7K | ﹤0.01% | 2085 |
|
|
2021
Q4 | $71K | Hold |
1,626
| – | – | ﹤0.01% | 1740 |
|
|
2021
Q3 | $74K | Buy |
1,626
+500
| +44% | +$22.8K | ﹤0.01% | 1682 |
|
|
2021
Q2 | $51K | Buy |
1,126
+500
| +80% | +$22.6K | ﹤0.01% | 3349 |
|
|
2021
Q1 | $27.2K | Buy |
626
+527
| +532% | +$22.9K | ﹤0.01% | 2323 |
|
|
2020
Q4 | $4K | Buy |
99
+48
| +94% | +$1.94K | ﹤0.01% | 2568 |
|
|
2020
Q3 | $2K | Sell |
51
-74
| -59% | -$2.9K | ﹤0.01% | 2582 |
|
|
2020
Q2 | $4K | Buy |
125
+74
| +145% | +$2.37K | ﹤0.01% | 2330 |
|
|
2020
Q1 | $1K | Sell |
51
-137
| -73% | -$2.69K | ﹤0.01% | 2395 |
|
|
2019
Q4 | $7K | Sell |
188
-500
| -73% | -$18.6K | ﹤0.01% | 2147 |
|
|
2019
Q3 | $24K | Buy |
688
+500
| +266% | +$17.4K | ﹤0.01% | 1662 |
|
|
2019
Q2 | $6K | Buy |
+188
| New | +$6K | ﹤0.01% | 2160 |
|
|
2018
Q4 | – | Sell |
-189
| Closed | -$9K | – | 1525 |
|
|
2018
Q3 | $9K | Buy |
189
+1
| +0.5% | +$48 | ﹤0.01% | 1924 |
|
|
2018
Q2 | $9K | Hold |
188
| – | – | ﹤0.01% | 1780 |
|
|
2018
Q1 | $9K | Buy |
+188
| New | +$9K | ﹤0.01% | 1612 |
|