My Legacy Advisors’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
-5,666
Closed -$245K 216
2025
Q1
$245K Buy
5,666
+139
+3% +$6.02K 0.09% 194
2024
Q4
$275K Buy
5,527
+1,255
+29% +$62.4K 0.11% 178
2024
Q3
$215K Buy
+4,272
New +$215K 0.09% 192