Roosevelt Investment Group’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $707K | Sell |
22,200
-4,816
| -18% | -$153K | 0.05% | 147 |
|
|
2022
Q2 | $876K | Hold |
27,016
| – | – | 0.06% | 135 |
|
|
2022
Q1 | $932K | Sell |
27,016
-2,275
| -8% | -$78.5K | 0.06% | 139 |
|
|
2021
Q4 | $1.28M | Buy |
29,291
+364
| +1% | +$15.9K | 0.07% | 118 |
|
|
2021
Q3 | $1.33M | Sell |
28,927
-1,869
| -6% | -$85.6K | 0.08% | 112 |
|
|
2021
Q2 | $1.39M | Buy |
30,796
+1,793
| +6% | +$81.2K | 0.08% | 109 |
|
|
2021
Q1 | $1.26M | Buy |
29,003
+4,856
| +20% | +$211K | 0.08% | 113 |
|
|
2020
Q4 | $1.02M | Buy |
24,147
+663
| +3% | +$28K | 0.07% | 116 |
|
|
2020
Q3 | $776K | Buy |
+23,484
| New | +$776K | 0.06% | 126 |
|