Pathstone Holdings’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $417K | Buy |
+8,701
| New | +$417K | ﹤0.01% | 1792 |
|
|
2025
Q1 | – | Sell |
-8,275
| Closed | -$426K | – | 2296 |
|
|
2024
Q4 | $426K | Buy |
8,275
+2,722
| +49% | +$140K | ﹤0.01% | 1800 |
|
|
2024
Q3 | $280K | Sell |
5,553
-2,893
| -34% | -$146K | ﹤0.01% | 2006 |
|
|
2024
Q2 | $322K | Buy |
+8,446
| New | +$322K | ﹤0.01% | 1903 |
|
|
2024
Q1 | – | Sell |
-8,895
| Closed | -$321K | – | 2313 |
|
|
2023
Q4 | $321K | Buy |
+8,895
| New | +$321K | ﹤0.01% | 1779 |
|