NewEdge Wealth’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $567K | Hold |
11,052
| – | – | 0.01% | 681 |
|
|
2025
Q1 | $479K | Sell |
11,052
-130
| -1% | -$5.63K | 0.01% | 661 |
|
|
2024
Q4 | $576K | Buy |
11,182
+130
| +1% | +$6.69K | 0.01% | 610 |
|
|
2024
Q3 | $557K | Hold |
11,052
| – | – | 0.01% | 596 |
|
|
2024
Q2 | $422K | Hold |
11,052
| – | – | 0.01% | 582 |
|
|
2024
Q1 | $434K | Hold |
11,052
| – | – | 0.01% | 589 |
|
|
2023
Q4 | $385K | Hold |
11,052
| – | – | 0.01% | 560 |
|
|
2023
Q3 | $343K | Hold |
11,052
| – | – | 0.01% | 521 |
|
|
2023
Q2 | $354K | Hold |
11,052
| – | – | 0.01% | 517 |
|
|
2023
Q1 | $366K | Hold |
11,052
| – | – | 0.01% | 467 |
|
|
2022
Q4 | $383K | Sell |
11,052
-589
| -5% | -$20.4K | 0.02% | 404 |
|
|
2022
Q3 | $371K | Sell |
11,641
-35
| -0.3% | -$1.12K | 0.02% | 393 |
|
|
2022
Q2 | $378K | Sell |
11,676
-126,326
| -92% | -$4.09M | 0.02% | 429 |
|
|
2022
Q1 | $4.76M | Buy |
138,002
+53,411
| +63% | +$1.84M | 0.21% | 112 |
|
|
2021
Q4 | $3.69M | Buy |
84,591
+17,647
| +26% | +$770K | 0.15% | 123 |
|
|
2021
Q3 | $3.07M | Buy |
66,944
+3,496
| +6% | +$160K | 0.18% | 108 |
|
|
2021
Q2 | $2.87M | Buy |
63,448
+17,341
| +38% | +$785K | 0.22% | 102 |
|
|
2021
Q1 | $2.01M | Buy |
+46,107
| New | +$2.01M | 0.2% | 103 |
|