Everhart Financial 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 | $290K | Sell |
6,052
-3,324
| -35% | -$159K | 0.03% | 292 |
|
|
2025
Q1 | $406K | Buy |
9,376
+854
| +10% | +$37K | 0.06% | 239 |
|
|
2024
Q4 | $439K | Buy |
8,522
+773
| +10% | +$39.8K | 0.09% | 204 |
|
|
2024
Q3 | $390K | Buy |
7,749
+1,940
| +33% | +$97.7K | 0.09% | 223 |
|
|
2024
Q2 | $222K | Buy |
+5,809
| New | +$222K | 0.06% | 273 |
|