Burney Company’s La-Z-Boy LZB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-7,075
| Closed | -$206K | – | 582 |
|
|
2023
Q1 | $206K | Buy |
+7,075
| New | +$206K | 0.01% | 540 |
|
|
2022
Q2 | – | Sell |
-8,925
| Closed | -$235K | – | 561 |
|
|
2022
Q1 | $235K | Buy |
8,925
+1,050
| +13% | +$27.6K | 0.01% | 535 |
|
|
2021
Q4 | $286K | Hold |
7,875
| – | – | 0.01% | 501 |
|
|
2021
Q3 | $254K | Hold |
7,875
| – | – | 0.01% | 513 |
|
|
2021
Q2 | $292K | Hold |
7,875
| – | – | 0.01% | 502 |
|
|
2021
Q1 | $335K | Hold |
7,875
| – | – | 0.02% | 465 |
|
|
2020
Q4 | $314K | Hold |
7,875
| – | – | 0.02% | 439 |
|
|
2020
Q3 | $249K | Hold |
7,875
| – | – | 0.02% | 442 |
|
|
2020
Q2 | $213K | Buy |
+7,875
| New | +$213K | 0.01% | 449 |
|
|
2020
Q1 | – | Sell |
-7,875
| Closed | -$248K | – | 455 |
|
|
2019
Q4 | $248K | Hold |
7,875
| – | – | 0.01% | 424 |
|
|
2019
Q3 | $265K | Sell |
7,875
-100
| -1% | -$3.37K | 0.02% | 394 |
|
|
2019
Q2 | $245K | Sell |
7,975
-65
| -0.8% | -$2K | 0.01% | 411 |
|
|
2019
Q1 | $265K | Hold |
8,040
| – | – | 0.02% | 399 |
|
|
2018
Q4 | $223K | Hold |
8,040
| – | – | 0.02% | 402 |
|
|
2018
Q3 | $254K | Hold |
8,040
| – | – | 0.02% | 397 |
|
|
2018
Q2 | $246K | Hold |
8,040
| – | – | 0.01% | 397 |
|
|
2018
Q1 | $241K | Buy |
+8,040
| New | +$241K | 0.01% | 373 |
|