Geneos Wealth Management’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 | $42.4K | Sell |
1,140
-573
| -33% | -$21.3K | ﹤0.01% | 1662 |
|
2025
Q1 | $67K | Buy |
1,713
+1,140
| +199% | +$44.6K | ﹤0.01% | 1768 |
|
2024
Q4 | $25K | Hold |
573
| – | – | ﹤0.01% | 1621 |
|
2024
Q3 | $24.6K | Hold |
573
| – | – | ﹤0.01% | 1486 |
|
2024
Q2 | $21.4K | Hold |
573
| – | – | ﹤0.01% | 1326 |
|
2024
Q1 | $21.6K | Hold |
573
| – | – | ﹤0.01% | 1338 |
|
2023
Q4 | $21.2K | Buy |
573
+6
| +1% | +$222 | ﹤0.01% | 1330 |
|
2023
Q3 | $17.5K | Hold |
567
| – | – | ﹤0.01% | 1423 |
|
2023
Q2 | $16.2K | Hold |
567
| – | – | ﹤0.01% | 1438 |
|
2023
Q1 | $16.5K | Hold |
567
| – | – | ﹤0.01% | 1402 |
|
2022
Q4 | $12.9K | Hold |
567
| – | – | ﹤0.01% | 1463 |
|
2022
Q3 | $12K | Hold |
567
| – | – | ﹤0.01% | 1466 |
|
2022
Q2 | $13K | Hold |
567
| – | – | ﹤0.01% | 1860 |
|
2022
Q1 | $14K | Hold |
567
| – | – | ﹤0.01% | 1944 |
|
2021
Q4 | $20K | Hold |
567
| – | – | ﹤0.01% | 1891 |
|
2021
Q3 | $18K | Hold |
567
| – | – | ﹤0.01% | 1970 |
|
2021
Q2 | $21K | Hold |
567
| – | – | ﹤0.01% | 1893 |
|
2021
Q1 | $25K | Hold |
567
| – | – | ﹤0.01% | 1956 |
|
2020
Q4 | $24K | Hold |
567
| – | – | ﹤0.01% | 1797 |
|
2020
Q3 | $17K | Hold |
567
| – | – | ﹤0.01% | 1732 |
|
2020
Q2 | $14K | Hold |
567
| – | – | ﹤0.01% | 1776 |
|
2020
Q1 | $12K | Hold |
567
| – | – | ﹤0.01% | 1729 |
|
2019
Q4 | $17K | Hold |
567
| – | – | ﹤0.01% | 1757 |
|
2019
Q3 | $18K | Hold |
567
| – | – | ﹤0.01% | 1657 |
|
2019
Q2 | $17K | Hold |
567
| – | – | ﹤0.01% | 1709 |
|
2019
Q1 | $18K | Hold |
567
| – | – | ﹤0.01% | 1623 |
|
2018
Q4 | $15K | Hold |
567
| – | – | ﹤0.01% | 1630 |
|
2018
Q3 | $17K | Hold |
567
| – | – | ﹤0.01% | 1652 |
|
2018
Q2 | $17K | Hold |
567
| – | – | ﹤0.01% | 1522 |
|
2018
Q1 | $16K | Buy |
+567
| New | +$16K | ﹤0.01% | 1480 |
|
2017
Q1 | – | Sell |
-70
| Closed | -$2K | – | 2105 |
|
2016
Q4 | $2K | Hold |
70
| – | – | ﹤0.01% | 1874 |
|
2016
Q3 | $1K | Buy |
+70
| New | +$1K | ﹤0.01% | 1896 |
|