O'Rourke & Company’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $430K | Sell |
8,964
-720
| -7% | -$34.5K | 0.2% | 98 |
|
|
2025
Q1 | $419K | Buy |
9,684
+14
| +0.1% | +$606 | 0.21% | 99 |
|
|
2024
Q4 | $498K | Sell |
9,670
-98
| -1% | -$5.05K | 0.24% | 85 |
|
|
2024
Q3 | $492K | Buy |
9,768
+1,957
| +25% | +$98.6K | 0.25% | 88 |
|
|
2024
Q2 | $298K | Sell |
7,811
-360
| -4% | -$13.7K | 0.17% | 113 |
|
|
2024
Q1 | $342K | Buy |
+8,171
| New | +$342K | 0.2% | 107 |
|
|
2023
Q4 | – | Sell |
-9,562
| Closed | -$297K | – | 141 |
|
|
2023
Q3 | $297K | Buy |
9,562
+37
| +0.4% | +$1.15K | 0.22% | 97 |
|
|
2023
Q2 | $305K | Sell |
9,525
-253
| -3% | -$8.1K | 0.21% | 100 |
|
|
2023
Q1 | $324K | Buy |
9,778
+34
| +0.3% | +$1.13K | 0.25% | 91 |
|
|
2022
Q4 | $338K | Sell |
9,744
-109
| -1% | -$3.78K | 0.27% | 88 |
|
|
2022
Q3 | $314K | Buy |
9,853
+319
| +3% | +$10.2K | 0.27% | 81 |
|
|
2022
Q2 | $309K | Sell |
9,534
-529
| -5% | -$17.1K | 0.26% | 83 |
|
|
2022
Q1 | $347K | Sell |
10,063
-25
| -0.2% | -$862 | 0.24% | 86 |
|
|
2021
Q4 | $440K | Buy |
+10,088
| New | +$440K | 0.29% | 69 |
|