O'Keefe Stevens Advisory’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.5M | Buy |
218,890
+3,831
| +2% | +$184K | 2.95% | 13 |
|
|
2025
Q1 | $9.31M | Buy |
215,059
+4,013
| +2% | +$174K | 3.05% | 14 |
|
|
2024
Q4 | $10.9M | Buy |
211,046
+2,386
| +1% | +$123K | 3.36% | 11 |
|
|
2024
Q3 | $10.5M | Sell |
208,660
-690
| -0.3% | -$34.8K | 3.18% | 12 |
|
|
2024
Q2 | $7.99M | Buy |
209,350
+4,851
| +2% | +$185K | 2.67% | 13 |
|
|
2024
Q1 | $8.56M | Buy |
204,499
+864
| +0.4% | +$36.2K | 2.81% | 13 |
|
|
2023
Q4 | $7.09M | Sell |
203,635
-10,054
| -5% | -$350K | 2.85% | 15 |
|
|
2023
Q3 | $6.63M | Buy |
213,689
+67,086
| +46% | +$2.08M | 3.02% | 13 |
|
|
2023
Q2 | $4.69M | Buy |
146,603
+25,263
| +21% | +$808K | 2.01% | 17 |
|
|
2023
Q1 | $4.02M | Buy |
121,340
+2,951
| +2% | +$97.7K | 1.98% | 15 |
|
|
2022
Q4 | $4.1M | Buy |
118,389
+7,453
| +7% | +$258K | 2.44% | 16 |
|
|
2022
Q3 | $3.53M | Buy |
+110,936
| New | +$3.53M | 2.39% | 15 |
|