Sweet Financial Partners’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $882K | Hold |
17,500
| – | – | 0.19% | 87 |
|
|
2024
Q2 | $668K | Hold |
17,500
| – | – | 0.15% | 101 |
|
|
2024
Q1 | $733K | Buy |
17,500
+500
| +3% | +$20.9K | 0.17% | 95 |
|
|
2023
Q4 | $592K | Buy |
17,000
+5,000
| +42% | +$174K | 0.14% | 108 |
|
|
2023
Q3 | $372K | Hold |
12,000
| – | – | 0.1% | 131 |
|
|
2023
Q2 | $384K | Buy |
12,000
+2,000
| +20% | +$64K | 0.1% | 121 |
|
|
2023
Q1 | $331K | Hold |
10,000
| – | – | 0.09% | 135 |
|
|
2022
Q4 | $347K | Hold |
10,000
| – | – | 0.1% | 124 |
|
|
2022
Q3 | $318K | Hold |
10,000
| – | – | 0.1% | 125 |
|
|
2022
Q2 | $324K | Hold |
10,000
| – | – | 0.1% | 122 |
|
|
2022
Q1 | $345K | Buy |
+10,000
| New | +$345K | 0.09% | 122 |
|