Spire Wealth Management’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $53.9K | Sell |
1,123
-164
| -13% | -$7.87K | ﹤0.01% | 1168 |
|
|
2025
Q1 | $55.7K | Sell |
1,287
-50
| -4% | -$2.17K | ﹤0.01% | 1239 |
|
|
2024
Q4 | $68.8K | Buy |
+1,337
| New | +$68.8K | ﹤0.01% | 1164 |
|
|
2023
Q4 | – | Sell |
-35
| Closed | -$1.09K | – | 2422 |
|
|
2023
Q3 | $1.09K | Hold |
35
| – | – | ﹤0.01% | 2237 |
|
|
2023
Q2 | $1.12K | Sell |
35
-272
| -89% | -$8.7K | ﹤0.01% | 2292 |
|
|
2023
Q1 | $10.2K | Sell |
307
-673
| -69% | -$22.3K | ﹤0.01% | 1838 |
|
|
2022
Q4 | $34K | Buy |
980
+77
| +9% | +$2.67K | ﹤0.01% | 1137 |
|
|
2022
Q3 | $29K | Buy |
+903
| New | +$29K | ﹤0.01% | 1167 |
|
|
2022
Q2 | – | Sell |
-50
| Closed | -$2K | – | 2762 |
|
|
2022
Q1 | $2K | Hold |
50
| – | – | ﹤0.01% | 2401 |
|
|
2021
Q4 | $2K | Hold |
50
| – | – | ﹤0.01% | 2776 |
|
|
2021
Q3 | $2K | Sell |
50
-50
| -50% | -$2K | ﹤0.01% | 2466 |
|
|
2021
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 2312 |
|
|
2021
Q1 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 2695 |
|