Claro Advisors’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $571K | Sell |
11,899
-56
| -0.5% | -$2.69K | 0.09% | 188 |
|
|
2025
Q1 | $518K | Buy |
11,955
+56
| +0.5% | +$2.43K | 0.07% | 253 |
|
|
2024
Q4 | $613K | Buy |
11,899
+1
| +0% | +$51 | 0.08% | 217 |
|
|
2024
Q3 | $599K | Buy |
11,898
+23
| +0.2% | +$1.16K | 0.08% | 238 |
|
|
2024
Q2 | $453K | Hold |
11,875
| – | – | 0.07% | 244 |
|
|
2024
Q1 | $497K | Hold |
11,875
| – | – | 0.09% | 241 |
|
|
2023
Q4 | $413K | Hold |
11,875
| – | – | 0.09% | 242 |
|
|
2023
Q3 | $368K | Hold |
11,875
| – | – | 0.09% | 237 |
|
|
2023
Q2 | $380K | Hold |
11,875
| – | – | 0.09% | 233 |
|
|
2023
Q1 | $393K | Buy |
+11,875
| New | +$393K | 0.12% | 211 |
|
|
2019
Q1 | – | Sell |
-70
| Closed | -$3K | – | 585 |
|
|
2018
Q4 | $3K | Buy |
+70
| New | +$3K | ﹤0.01% | 857 |
|