AE Wealth Management’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.2M | Buy |
+338,550
| New | +$16.2M | 0.12% | 190 |
|
|
2018
Q4 | – | Sell |
-6,137
| Closed | -$295K | – | 543 |
|
|
2018
Q3 | $295K | Buy |
6,137
+723
| +13% | +$34.8K | 0.02% | 454 |
|
|
2018
Q2 | $265K | Buy |
5,414
+63
| +1% | +$3.08K | 0.02% | 361 |
|
|
2018
Q1 | $281K | Buy |
5,351
+455
| +9% | +$23.9K | 0.02% | 340 |
|
|
2017
Q4 | $257K | Buy |
4,896
+250
| +5% | +$13.1K | 0.02% | 350 |
|
|
2017
Q3 | $210K | Buy |
4,646
+310
| +7% | +$14K | 0.02% | 375 |
|
|
2017
Q2 | $201K | Buy |
+4,336
| New | +$201K | 0.02% | 359 |
|