Gradient Investments’s Lazard LAZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-12	Closed	-$502	–	1446
2024 Q1	$502	Sell	12 -125	-91%	-$5.23K	﹤0.01%	1016
2023 Q4	$4.77K	Hold	137	–	–	﹤0.01%	1007
2023 Q3	$4.24K	Buy	137 +13	+10%	+$402	﹤0.01%	992
2023 Q2	$3.98K	Hold	124	–	–	﹤0.01%	1003
2023 Q1	$4.1K	Hold	124	–	–	﹤0.01%	992
2022 Q4	$4.28K	Buy	124 +22	+22%	+$760	﹤0.01%	959
2022 Q3	$3K	Buy	+102	New	+$3K	﹤0.01%	1064
2021 Q2	–	Sell	-42	Closed	-$2K	–	1213
2021 Q1	$2K	Hold	42	–	–	﹤0.01%	1009
2020 Q4	$1K	Hold	42	–	–	﹤0.01%	1059
2020 Q3	$1K	Hold	42	–	–	﹤0.01%	1064
2020 Q2	$1K	Hold	42	–	–	﹤0.01%	987
2020 Q1	$1K	Hold	42	–	–	﹤0.01%	1011
2019 Q4	$2K	Hold	42	–	–	﹤0.01%	946
2019 Q3	$1K	Hold	42	–	–	﹤0.01%	1016
2019 Q2	$1K	Hold	42	–	–	﹤0.01%	956
2019 Q1	$2K	Hold	42	–	–	﹤0.01%	751
2018 Q4	$2K	Hold	42	–	–	﹤0.01%	825
2018 Q3	$2K	Hold	42	–	–	﹤0.01%	836
2018 Q2	$2K	Hold	42	–	–	﹤0.01%	826
2018 Q1	$2K	Hold	42	–	–	﹤0.01%	828
2017 Q4	$2K	Buy	+42	New	+$2K	﹤0.01%	821
2017 Q3	–	Sell	-42	Closed	-$2K	–	499
2017 Q2	$2K	Sell	42 -75	-64%	-$3.57K	﹤0.01%	687
2017 Q1	$5K	Sell	117 -20	-15%	-$855	﹤0.01%	614
2016 Q4	$6K	Sell	137 -166	-55%	-$7.27K	﹤0.01%	528
2016 Q3	$11K	Sell	303 -1,041	-77%	-$37.8K	﹤0.01%	439
2016 Q2	$40K	Sell	1,344 -110,586	-99%	-$3.29M	﹤0.01%	277
2016 Q1	$4.34M	Buy	111,930 +33,575	+43%	+$1.3M	0.54%	30
2015 Q4	$3.53M	Buy	+78,355	New	+$3.53M	0.47%	58