Penn Capital Management’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.1M | Sell |
231,724
-104,023
| -31% | -$5M | 0.96% | 59 |
|
|
2025
Q1 | $14.6M | Buy |
335,747
+25,161
| +8% | +$1.09M | 1.42% | 24 |
|
|
2024
Q4 | $16M | Sell |
310,586
-59,016
| -16% | -$3.04M | 1.57% | 9 |
|
|
2024
Q3 | $18.7M | Sell |
369,602
-20,303
| -5% | -$1.03M | 1.71% | 9 |
|
|
2024
Q2 | $14.9M | Buy |
389,905
+86,694
| +29% | +$3.32M | 1.42% | 18 |
|
|
2024
Q1 | $12.7M | Buy |
+303,211
| New | +$12.7M | 1.13% | 43 |
|