Crestwood Advisors Group’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.81M | Buy |
183,624
+2,465
| +1% | +$118K | 0.16% | 109 |
|
|
2025
Q1 | $7.84M | Sell |
181,159
-3,806
| -2% | -$165K | 0.15% | 111 |
|
|
2024
Q4 | $9.52M | Buy |
184,965
+738
| +0.4% | +$38K | 0.18% | 99 |
|
|
2024
Q3 | $9.28M | Buy |
184,227
+1,655
| +0.9% | +$83.4K | 0.18% | 102 |
|
|
2024
Q2 | $6.97M | Buy |
182,572
+3,742
| +2% | +$143K | 0.14% | 110 |
|
|
2024
Q1 | $7.49M | Buy |
178,830
+38,545
| +27% | +$1.61M | 0.16% | 104 |
|
|
2023
Q4 | $4.88M | Buy |
140,285
+28,250
| +25% | +$983K | 0.11% | 119 |
|
|
2023
Q3 | $3.47M | Buy |
+112,035
| New | +$3.47M | 0.09% | 130 |
|