Larson Financial Group’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.1K | Buy |
23
+12
| +109% | +$576 | ﹤0.01% | 2603 |
|
2025
Q1 | $476 | Buy |
+11
| New | +$476 | ﹤0.01% | 2571 |
|
2024
Q3 | – | Sell |
-1,000
| Closed | -$38.2K | – | 2718 |
|
2024
Q2 | $38.2K | Hold |
1,000
| – | – | ﹤0.01% | 874 |
|
2024
Q1 | $41.9K | Buy |
1,000
+120
| +14% | +$5.02K | ﹤0.01% | 730 |
|
2023
Q4 | $30.6K | Buy |
880
+16
| +2% | +$557 | ﹤0.01% | 749 |
|
2023
Q3 | $26.8K | Buy |
+864
| New | +$26.8K | ﹤0.01% | 751 |
|