NewEdge Advisors’s Lazard Global Total Return & Income Fund LGI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$328K Buy
2025
Q1
$300K Sell
2024
Q4
$318K Sell
2024
Q3
$372K Sell
2024
Q2
$362K Buy
2024
Q1
$333K Buy
2023
Q4
$275K Sell
2023
Q3
$259K Sell
2023
Q2
$431K Buy
2023
Q1
$409K Buy
2022
Q4
$309K Buy
2022
Q3
$341K Buy
2022
Q2
$385K Buy
2022
Q1
$391K Buy
2021
Q4
$324K Buy