U.S. Global Investors (USGI)’s Lazard LAZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-21,300
| Closed | -$678K | – | 125 |
|
|
2022
Q3 | $678K | Buy |
+21,300
| New | +$678K | 0.04% | 67 |
|
|
2015
Q1 | – | Sell |
-15,000
| Closed | -$750K | – | 306 |
|
|
2014
Q4 | $750K | Hold |
15,000
| – | – | 0.2% | 83 |
|
|
2014
Q3 | $761K | Hold |
15,000
| – | – | 0.22% | 103 |
|
|
2014
Q2 | $773K | Buy |
+15,000
| New | +$773K | 0.16% | 90 |
|