Benjamin Edwards Inc’s Lazard Global Total Return & Income Fund LGI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$905K Sell
53,848
-12,276
-19% -$206K 0.01% 661
2025
Q1
$1.02M Sell
66,124
-2,961
-4% -$45.6K 0.01% 575
2024
Q4
$1.1M Sell
69,085
-11,873
-15% -$190K 0.02% 580
2024
Q3
$1.47M Buy
+80,958
New +$1.47M 0.02% 497