Clearstead 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 | – | Sell |
-210
| Closed | -$9.11K | – | 2812 |
|
|
2025
Q1 | $9.11K | Buy |
210
+33
| +19% | +$1.43K | ﹤0.01% | 1618 |
|
|
2024
Q4 | $9.09K | Buy |
177
+2
| +1% | +$103 | ﹤0.01% | 1595 |
|
|
2024
Q3 | $8.82K | Buy |
175
+2
| +1% | +$101 | ﹤0.01% | 1606 |
|
|
2024
Q2 | $6.61K | Buy |
173
+2
| +1% | +$76 | ﹤0.01% | 1632 |
|
|
2024
Q1 | $6.63K | Buy |
+171
| New | +$6.63K | ﹤0.01% | 1135 |
|