Focus Partners Wealth’s Lazard LAZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.86M Sell
101,211
-2,567
-2% -$123K 0.01% 685
2025
Q1
$4.49M Buy
103,778
+66,525
+179% +$2.88M 0.01% 650
2024
Q4
$1.92M Buy
37,253
+2,454
+7% +$126K 0.01% 836
2024
Q3
$1.75M Buy
34,799
+166
+0.5% +$8.36K 0.01% 793
2024
Q2
$1.32M Sell
34,633
-131
-0.4% -$5K ﹤0.01% 736
2024
Q1
$1.46M Buy
+34,764
New +$1.46M 0.01% 536