Sowell Financial Services’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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% | -$4.95K | ﹤0.01% | 1987 |
|
|
2019
Q4 | $14K | Buy |
347
+1
| +0.3% | +$40 | ﹤0.01% | 1564 |
|
|
2019
Q3 | $12K | Buy |
+346
| New | +$12K | ﹤0.01% | 1472 |
|
|
2017
Q3 | – | Sell |
-6,378
| Closed | -$290K | – | 275 |
|
|
2017
Q2 | $290K | Buy |
6,378
+482
| +8% | +$21.9K | 0.08% | 194 |
|
|
2017
Q1 | $259K | Sell |
5,896
-1,616
| -22% | -$71K | 0.08% | 208 |
|
|
2016
Q4 | $328K | Buy |
+7,512
| New | +$328K | 0.11% | 145 |
|