EverSource Wealth Advisors’s Lazard LAZ Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$11.5K Sell
240
-24
-9% -$1.15K ﹤0.01% 2706
2025
Q1
$11.4K Buy
264
+92
+53% +$3.98K ﹤0.01% 2038
2024
Q4
$8.86K Buy
172
+107
+165% +$5.51K ﹤0.01% 2065
2024
Q3
$3.27K Sell
65
-57
-47% -$2.87K ﹤0.01% 2389
2024
Q2
$6K Buy
122
+97
+388% +$4.77K ﹤0.01% 2148
2024
Q1
$963 Buy
25
+11
+79% +$424 ﹤0.01% 2595
2023
Q4
$487 Buy
+14
New +$487 ﹤0.01% 2530