CAPTRUST Financial Advisors’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 | $257K | Buy |
8,002
+2,232
| +39% | +$80.6K | ﹤0.01% | 2495 |
|
|
2025
Q4 | $215K | Sell |
5,770
-197
| -3% | -$6.9K | ﹤0.01% | 2481 |
|
|
2025
Q3 | $205K | Buy |
5,967
+55
| +0.9% | +$2.02K | ﹤0.01% | 2414 |
|
|
2025
Q2 | $220K | Sell |
5,912
-211
| -3% | -$8.44K | ﹤0.01% | 2240 |
|
|
2025
Q1 | $239K | Sell |
6,123
-2,403
| -28% | -$104K | ﹤0.01% | 2080 |
|
|
2024
Q4 | $371K | Sell |
8,526
-84
| -1% | -$3.55K | ﹤0.01% | 1780 |
|
|
2024
Q3 | $370K | Buy |
+8,610
| New | +$354K | ﹤0.01% | 1765 |
|
|
2024
Q1 | – | Sell |
-11,165
| Closed | -$412K | – | 2439 |
|
|
2023
Q4 | $412K | Buy |
11,165
+4
| +0% | +$129 | ﹤0.01% | 1889 |
|
|
2023
Q3 | $345K | Buy |
+11,161
| New | +$344K | ﹤0.01% | 1905 |
|
|
2022
Q3 | – | Sell |
-3,730
| Closed | -$88K | – | 3201 |
|
|
2022
Q2 | $88K | Buy |
3,730
+440
| +13% | +$11.3K | ﹤0.01% | 2295 |
|
|
2022
Q1 | $87K | Buy |
3,290
+1,509
| +85% | +$48.3K | ﹤0.01% | 2376 |
|
|
2021
Q4 | $65K | Sell |
1,781
-734
| -29% | -$25.6K | ﹤0.01% | 2468 |
|
|
2021
Q3 | $81K | Sell |
2,515
-261
| -9% | -$8.99K | ﹤0.01% | 2238 |
|
|
2021
Q2 | $103K | Sell |
2,776
-47
| -2% | -$1.98K | ﹤0.01% | 2010 |
|
|
2021
Q1 | $120K | Buy |
2,823
+2,715
| +2,514% | +$114K | ﹤0.01% | 1820 |
|
|
2020
Q4 | $4K | Buy |
108
+95
| +731% | +$3.52K | ﹤0.01% | 2918 |
|
|
2020
Q3 | $0 | Buy |
+13
| New | +$395 | ﹤0.01% | 3160 |
|
|
2019
Q2 | – | Sell |
-69
| Closed | -$2K | – | 1968 |
|
|
2019
Q1 | $2K | Sell |
69
-931
| -93% | -$29.4K | ﹤0.01% | 1692 |
|
|
2018
Q4 | $28K | Hold |
1,000
| – | – | ﹤0.01% | 919 |
|
|
2018
Q3 | $32K | Hold |
1,000
| – | – | ﹤0.01% | 869 |
|
|
2018
Q2 | $31K | Hold |
1,000
| – | – | ﹤0.01% | 816 |
|
|
2018
Q1 | $30K | Buy |
+1,000
| New | +$30.7K | ﹤0.01% | 723 |
|
Other funds holding LZB
VPM
VCM
SAM
