Back to LGI
Moran Wealth Management, LLC → LGI
Moran Wealth Management, LLC LGI Position History
Lazard Global Total Return and Income Fund, Inc. • Financial Services
Quarters held
7
Latest value
$8K
Q3 2026
Peak value
$2.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.2M |
| Q1 2026 | $2M |
| Q1 2026 | $8K |
| Q2 2026 | $1.8M |
| Q2 2026 | $9K |
| Q3 2026 | $1.5M |
| Q3 2026 | $8K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8K | 215 | — | — |
| Q3 2026 | $1.5M | 42.6K | — | — |
| Q2 2026 | $9K | 215 | — | — |
| Q2 2026 | $1.8M | 42.4K | — | — |
| Q1 2026 | $8K | 184 | — | — |
| Q1 2026 | $2M | 46.1K | — | — |
| Q4 2025 | $2.2M | 45.8K | — | — |
Other funds holding LGI
$547.9M
$516.9M
$500.8M
$454.1M
$301.6M
$279.7M
$268.3M
$268.1M