Stratos Wealth Partners’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,772
| Closed | -$210K | – | 1403 |
|
|
2023
Q3 | $210K | Buy |
+6,772
| New | +$210K | ﹤0.01% | 1151 |
|
|
2023
Q1 | – | Sell |
-6,405
| Closed | -$222K | – | 1186 |
|
|
2022
Q4 | $222K | Sell |
6,405
-295
| -4% | -$10.2K | 0.01% | 1005 |
|
|
2022
Q3 | $213K | Sell |
6,700
-1,843
| -22% | -$58.6K | 0.01% | 1004 |
|
|
2022
Q2 | $277K | Buy |
+8,543
| New | +$277K | 0.01% | 960 |
|
|
2018
Q4 | – | Sell |
-1,580
| Closed | -$76K | – | 1739 |
|
|
2018
Q3 | $76K | Buy |
+1,580
| New | +$76K | ﹤0.01% | 1261 |
|
|
2018
Q2 | – | Sell |
-1,788
| Closed | -$94K | – | 1862 |
|
|
2018
Q1 | $94K | Buy |
1,788
+346
| +24% | +$18.2K | ﹤0.01% | 1239 |
|
|
2017
Q4 | $76K | Buy |
+1,442
| New | +$76K | ﹤0.01% | 1315 |
|