InceptionR’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-12,955
| Closed | -$561K | – | 756 |
|
2025
Q1 | $561K | Sell |
12,955
-720
| -5% | -$31.2K | 0.17% | 248 |
|
2024
Q4 | $704K | Buy |
13,675
+1,876
| +16% | +$96.6K | 0.16% | 254 |
|
2024
Q3 | $594K | Sell |
11,799
-9,019
| -43% | -$454K | 0.15% | 274 |
|
2024
Q2 | $795K | Buy |
20,818
+8,711
| +72% | +$333K | 0.22% | 162 |
|
2024
Q1 | $507K | Buy |
12,107
+4,466
| +58% | +$187K | 0.13% | 293 |
|
2023
Q4 | $266K | Sell |
7,641
-3,113
| -29% | -$108K | 0.19% | 250 |
|
2023
Q3 | $333K | Sell |
10,754
-3,407
| -24% | -$106K | 0.19% | 235 |
|
2023
Q2 | $453K | Buy |
+14,161
| New | +$453K | 0.24% | 166 |
|