SAM
LGI

Synergy Asset Management’s Lazard Global Total Return & Income Fund LGI Stock Holding History

Synergy Asset Management’s Portfolio LGI Stock Details LGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-250
Closed -$4.54K – 505
2024
Q4 		$4.54K Buy
+250
New +$4.54K ﹤0.01% 587