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SFS
Sowell Financial Services’s
Lazard
LAZ
Stock Holding History
Sowell Financial Services’s Portfolio
LAZ Stock Details
LAZ Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2020
Q3
–
Sell
-131
Closed
-$4K
–
2639
2020
Q2
$4K
Hold
131
–
–
﹤0.01%
1970
2020
Q1
$3K
Sell
131
-216
-62%
-$8K
﹤0.01%
1987
2019
Q4
$14K
Buy
347
+1
+0.3%
+$38
﹤0.01%
1564
2019
Q3
$12K
Buy
+346
New
+$12.3K
﹤0.01%
1472
2017
Q3
–
Sell
-6,378
Closed
-$290K
–
275
2017
Q2
$290K
Buy
6,378
+482
+8%
+$21.6K
0.08%
194
2017
Q1
$259K
Sell
5,896
-1,616
-22%
-$69.7K
0.08%
208
2016
Q4
$328K
Buy
+7,512
New
+$292K
0.11%
145
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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