O'Brien Greene & Co’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 |
-22,654
| Closed | -$981K | – | 142 |
|
|
2025
Q1 | $981K | Sell |
22,654
-4,346
| -16% | -$188K | 0.33% | 51 |
|
|
2024
Q4 | $1.39M | Buy |
27,000
+500
| +2% | +$25.7K | 0.45% | 47 |
|
|
2024
Q3 | $1.34M | Hold |
26,500
| – | – | 0.42% | 47 |
|
|
2024
Q2 | $1.01M | Buy |
26,500
+4,000
| +18% | +$153K | 0.32% | 53 |
|
|
2024
Q1 | $942K | Buy |
+22,500
| New | +$942K | 0.31% | 57 |
|