Truist Financial’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Buy |
25,191
+302
| +1% | +$14.5K | ﹤0.01% | 1500 |
|
|
2025
Q1 | $1.08M | Buy |
24,889
+4,102
| +20% | +$178K | ﹤0.01% | 1479 |
|
|
2024
Q4 | $1.07M | Buy |
20,787
+750
| +4% | +$38.6K | ﹤0.01% | 1512 |
|
|
2024
Q3 | $1.01M | Buy |
20,037
+9,108
| +83% | +$459K | ﹤0.01% | 1512 |
|
|
2024
Q2 | $417K | Sell |
10,929
-34,791
| -76% | -$1.33M | ﹤0.01% | 2076 |
|
|
2024
Q1 | $1.91M | Buy |
45,720
+37,606
| +463% | +$1.57M | ﹤0.01% | 1292 |
|
|
2023
Q4 | $282K | Buy |
8,114
+1,031
| +15% | +$35.9K | ﹤0.01% | 2330 |
|
|
2023
Q3 | $220K | Sell |
7,083
-2,053
| -22% | -$63.7K | ﹤0.01% | 2404 |
|
|
2023
Q2 | $292K | Sell |
9,136
-39,635
| -81% | -$1.27M | ﹤0.01% | 2253 |
|
|
2023
Q1 | $1.61M | Buy |
48,771
+26,970
| +124% | +$893K | ﹤0.01% | 1327 |
|
|
2022
Q4 | $756K | Buy |
+21,801
| New | +$756K | ﹤0.01% | 1695 |
|
|
2021
Q3 | – | Sell |
-42,322
| Closed | -$1.92M | – | 2729 |
|
|
2021
Q2 | $1.92M | Sell |
42,322
-2,819
| -6% | -$128K | ﹤0.01% | 1307 |
|
|
2021
Q1 | $1.96M | Buy |
+45,141
| New | +$1.96M | ﹤0.01% | 1243 |
|
|
2020
Q4 | – | Sell |
-31,742
| Closed | -$1.05M | – | 2564 |
|
|
2020
Q3 | $1.05M | Buy |
+31,742
| New | +$1.05M | ﹤0.01% | 1336 |
|
|
2020
Q2 | – | Sell |
-69,538
| Closed | -$1.64M | – | 2475 |
|
|
2020
Q1 | $1.64M | Buy |
+69,538
| New | +$1.64M | ﹤0.01% | 1050 |
|
|
2015
Q2 | – | Sell |
-3,995
| Closed | -$210K | – | 838 |
|
|
2015
Q1 | $210K | Buy |
+3,995
| New | +$210K | 0.01% | 758 |
|
|
2014
Q4 | – | Sell |
-4,110
| Closed | -$209K | – | 803 |
|
|
2014
Q3 | $209K | Sell |
4,110
-167
| -4% | -$8.49K | 0.01% | 725 |
|
|
2014
Q2 | $220K | Buy |
4,277
+1
| +0% | +$51 | 0.01% | 729 |
|
|
2014
Q1 | $201K | Buy |
+4,276
| New | +$201K | 0.01% | 754 |
|