Strategic Wealth Partners’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $436K | Buy |
+9,097
| New | +$436K | 0.03% | 225 |
|
|
2024
Q4 | $11.7M | Buy |
216,094
+51,823
| +32% | +$2.8M | 0.97% | 27 |
|
|
2024
Q3 | $8.28M | Sell |
164,271
-31,583
| -16% | -$1.59M | 0.8% | 38 |
|
|
2024
Q2 | $7.48M | Buy |
195,854
+13,958
| +8% | +$533K | 0.78% | 35 |
|
|
2024
Q1 | $7.62M | Buy |
181,896
+17,626
| +11% | +$738K | 0.84% | 33 |
|
|
2023
Q4 | $5.72M | Buy |
164,270
+105,473
| +179% | +$3.67M | 0.7% | 43 |
|
|
2023
Q3 | $1.82M | Buy |
+58,797
| New | +$1.82M | 0.24% | 108 |
|
|
2022
Q2 | – | Sell |
-55,119
| Closed | -$1.9M | – | 263 |
|
|
2022
Q1 | $1.9M | Buy |
55,119
+1,655
| +3% | +$57.1K | 0.37% | 89 |
|
|
2021
Q4 | $2.33M | Buy |
+53,464
| New | +$2.33M | 0.44% | 71 |
|
|
2019
Q1 | – | Sell |
-6
| Closed | – | – | 795 |
|
|
2018
Q4 | $0 | Buy |
+6
| New | – | ﹤0.01% | 694 |
|