Calton & Associates’s Lazard LAZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$832K	Buy	31,411 +5,686	+22%	+$151K	0.14%	135
2025 Q1	$719K	Buy	+25,725	New	+$719K	0.16%	121
2024 Q4	–	Sell	-8,704	Closed	-$736K	–	239
2024 Q3	$736K	Buy	+8,704	New	+$736K	0.28%	82