Sweet Financial Partners’s Lazard LAZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$882K Hold
2024
Q2
$668K Hold
2024
Q1
$733K Buy
2023
Q4
$592K Buy
2023
Q3
$372K Hold
2023
Q2
$384K Buy
2023
Q1
$331K Hold
2022
Q4
$347K Hold
2022
Q3
$318K Hold
2022
Q2
$324K Hold
2022
Q1
$345K Buy