Kingsview Wealth Management’s Lazard LAZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-97,852	Closed	-$3.03M	–	992
2023 Q3	$3.03M	Buy	97,852 +83,927	+603%	+$2.6M	0.11%	205
2023 Q2	$446K	Buy	+13,925	New	+$446K	0.02%	626