Corient Private Wealth’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-44,403
| Closed | -$1.7M | – | 2469 |
|
|
2024
Q2 | $1.7M | Buy |
44,403
+22,103
| +99% | +$844K | ﹤0.01% | 1095 |
|
|
2024
Q1 | $934K | Sell |
22,300
-1,400
| -6% | -$58.6K | ﹤0.01% | 1326 |
|
|
2023
Q4 | $825K | Sell |
23,700
-1,515
| -6% | -$52.7K | ﹤0.01% | 1363 |
|
|
2023
Q3 | $782K | Sell |
25,215
-214
| -0.8% | -$6.64K | ﹤0.01% | 1269 |
|
|
2023
Q2 | $814K | Buy |
25,429
+254
| +1% | +$8.13K | ﹤0.01% | 1226 |
|
|
2023
Q1 | $834K | Buy |
25,175
+2,975
| +13% | +$98.5K | ﹤0.01% | 1157 |
|
|
2022
Q4 | $770K | Buy |
+22,200
| New | +$770K | ﹤0.01% | 989 |
|