Brinker Capital Investments’s La-Z-Boy LZB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $809K | Buy |
25,164
+627
| +3% | +$22.7K | 0.01% | 1233 |
|
|
2025
Q4 | $915K | Sell |
24,537
-1,659
| -6% | -$58.1K | 0.01% | 1280 |
|
|
2025
Q3 | $899K | Sell |
26,196
-439
| -2% | -$16.1K | 0.01% | 1284 |
|
|
2025
Q2 | $990K | Buy |
26,635
+646
| +2% | +$25.8K | 0.01% | 1195 |
|
|
2025
Q1 | $1.02M | Sell |
25,989
-4,669
| -15% | -$202K | 0.01% | 1081 |
|
|
2024
Q4 | $1.34M | Sell |
30,658
-317
| -1% | -$13.4K | 0.01% | 898 |
|
|
2024
Q3 | $1.33M | Sell |
30,975
-779
| -2% | -$32.1K | 0.01% | 899 |
|
|
2024
Q2 | $1.18M | Buy |
31,754
+828
| +3% | +$29.2K | 0.01% | 909 |
|
|
2024
Q1 | $1.16M | Sell |
30,926
-2,380
| -7% | -$86.9K | 0.01% | 921 |
|
|
2023
Q4 | $1.22M | Sell |
33,306
-2,693
| -7% | -$86.8K | 0.01% | 859 |
|
|
2023
Q3 | $1.11M | Sell |
35,999
-1,454
| -4% | -$44.8K | 0.01% | 883 |
|
|
2023
Q2 | $1.07M | Sell |
37,453
-698
| -2% | -$19.5K | 0.01% | 922 |
|
|
2023
Q1 | $1.11M | Sell |
38,151
-690
| -2% | -$19.6K | 0.01% | 830 |
|
|
2022
Q4 | $886K | Buy |
38,841
+1,302
| +3% | +$31.7K | 0.02% | 772 |
|
|
2022
Q3 | $847K | Buy |
37,539
+3,444
| +10% | +$91.4K | 0.02% | 772 |
|
|
2022
Q2 | $808K | Sell |
34,095
-213
| -0.6% | -$5.48K | 0.02% | 821 |
|
|
2022
Q1 | $905K | Buy |
34,308
+4,576
| +15% | +$147K | 0.01% | 831 |
|
|
2021
Q4 | $1.08M | Buy |
29,732
+217
| +0.7% | +$7.57K | 0.02% | 790 |
|
|
2021
Q3 | $1.09M | Hold |
29,515
| – | – | 0.02% | 744 |
|
|
2021
Q2 | $1.09M | Buy |
29,515
+2,176
| +8% | +$91.5K | 0.01% | 796 |
|
|
2021
Q1 | $1.16M | Buy |
+27,339
| New | +$1.15M | 0.02% | 659 |
|
|
2020
Q4 | – | Sell |
-27,212
| Closed | -$861K | – | 1118 |
|
|
2020
Q3 | $861K | Buy |
+27,212
| New | +$827K | 0.01% | 728 |
|
Other funds holding LZB
VPM
VCM
SAM
