Strategic Wealth Partners’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $256K | Sell |
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|
2025
Q2 | $436K | Buy |
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|
2024
Q4 | $11.7M | Buy |
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|
2024
Q3 | $8.28M | Sell |
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|
2024
Q2 | $7.48M | Buy |
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|
2024
Q1 | $7.62M | Buy |
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|
2023
Q4 | $5.72M | Buy |
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|
2023
Q3 | $1.82M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $1.9M | Buy |
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|
2021
Q4 | $2.33M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $0 | Buy |
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