Sequoia Financial Advisors’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211K | Buy |
+4,405
| New | +$211K | ﹤0.01% | 1445 |
|
|
2018
Q4 | – | Sell |
-98,317
| Closed | -$4.73M | – | 319 |
|
|
2018
Q3 | $4.73M | Buy |
98,317
+1,967
| +2% | +$94.7K | 0.47% | 40 |
|
|
2018
Q2 | $4.71M | Buy |
96,350
+478
| +0.5% | +$23.4K | 0.5% | 40 |
|
|
2018
Q1 | $5.04M | Buy |
95,872
+44
| +0% | +$2.31K | 0.53% | 34 |
|
|
2017
Q4 | $5.03M | Buy |
95,828
+3,183
| +3% | +$167K | 0.53% | 39 |
|
|
2017
Q3 | $4.19M | Buy |
92,645
+4,076
| +5% | +$184K | 0.5% | 42 |
|
|
2017
Q2 | $4.1M | Buy |
88,569
+7,373
| +9% | +$342K | 0.51% | 44 |
|
|
2017
Q1 | $3.73M | Buy |
+81,196
| New | +$3.73M | 0.48% | 44 |
|