Avantax Advisory Services’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $510K | Sell |
10,633
-3,916
| -27% | -$188K | ﹤0.01% | 1568 |
|
|
2025
Q1 | $630K | Buy |
14,549
+375
| +3% | +$16.2K | ﹤0.01% | 1367 |
|
|
2024
Q4 | $730K | Buy |
14,174
+149
| +1% | +$7.67K | ﹤0.01% | 1216 |
|
|
2024
Q3 | $707K | Buy |
14,025
+1,162
| +9% | +$58.5K | ﹤0.01% | 1206 |
|
|
2024
Q2 | $491K | Buy |
+12,863
| New | +$491K | ﹤0.01% | 1372 |
|