Global Retirement Partners’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.3K | Buy |
+589
| New | +$28.3K | ﹤0.01% | 2091 |
|
|
2024
Q4 | $30.3K | Buy |
589
+44
| +8% | +$2.27K | ﹤0.01% | 1855 |
|
|
2024
Q3 | $27.5K | Buy |
545
+249
| +84% | +$12.5K | ﹤0.01% | 1845 |
|
|
2024
Q2 | $11.3K | Buy |
296
+4
| +1% | +$153 | ﹤0.01% | 2262 |
|
|
2024
Q1 | $12.2K | Hold |
292
| – | – | ﹤0.01% | 2029 |
|
|
2023
Q4 | $11.2K | Buy |
292
+117
| +67% | +$4.5K | ﹤0.01% | 2029 |
|
|
2023
Q3 | $5.13K | Buy |
175
+88
| +101% | +$2.58K | ﹤0.01% | 2187 |
|
|
2023
Q2 | $2.78K | Sell |
87
-5
| -5% | -$160 | ﹤0.01% | 2418 |
|
|
2023
Q1 | $2.74K | Sell |
92
-34
| -27% | -$1.01K | ﹤0.01% | 2385 |
|
|
2022
Q4 | $4.37K | Buy |
126
+84
| +200% | +$2.91K | ﹤0.01% | 2072 |
|
|
2022
Q3 | $2K | Buy |
+42
| New | +$2K | ﹤0.01% | 2259 |
|
|
2022
Q1 | – | Sell |
-240
| Closed | -$10K | – | 2708 |
|
|
2021
Q4 | $10K | Hold |
240
| – | – | 0.01% | 156 |
|
|
2021
Q3 | $11K | Hold |
240
| – | – | ﹤0.01% | 1396 |
|
|
2021
Q2 | $11K | Hold |
240
| – | – | ﹤0.01% | 1350 |
|
|
2021
Q1 | $10K | Buy |
+240
| New | +$10K | ﹤0.01% | 1292 |
|