Creative Planning’s La-Z-Boy LZB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8,829
| Closed | -$345K | – | 3663 |
|
|
2025
Q1 | $345K | Buy |
8,829
+660
| +8% | +$25.8K | ﹤0.01% | 2618 |
|
|
2024
Q4 | $356K | Buy |
+8,169
| New | +$356K | ﹤0.01% | 2520 |
|
|
2023
Q4 | – | Sell |
-54
| Closed | -$1.67K | – | 2884 |
|
|
2023
Q3 | $1.67K | Buy |
+54
| New | +$1.67K | ﹤0.01% | 2753 |
|
|
2017
Q2 | – | Sell |
-134
| Closed | -$4K | – | 4582 |
|
|
2017
Q1 | $4K | Buy |
+134
| New | +$4K | ﹤0.01% | 3994 |
|
|
2016
Q3 | – | Sell |
-10
| Closed | – | – | 4451 |
|
|
2016
Q2 | $0 | Hold |
10
| – | – | ﹤0.01% | 4279 |
|
|
2016
Q1 | $0 | Sell |
10
-55
| -85% | – | ﹤0.01% | 4300 |
|
|
2015
Q4 | $2K | Buy |
65
+55
| +550% | +$1.69K | ﹤0.01% | 3947 |
|
|
2015
Q3 | $0 | Buy |
+10
| New | – | ﹤0.01% | 4209 |
|