Roosevelt Investment Group’s Lazard LAZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$707K Sell
2022
Q2
$876K Hold
2022
Q1
$932K Sell
2021
Q4
$1.28M Buy
2021
Q3
$1.32M Sell
2021
Q2
$1.39M Buy
2021
Q1
$1.26M Buy
2020
Q4
$1.02M Buy
2020
Q3
$776K Buy