IFP 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 | $301K | Buy |
9,361
+127
| +1% | +$4.59K | 0.01% | 1196 |
|
|
2025
Q4 | $344K | Sell |
9,234
-2
| -0% | -$70 | 0.01% | 1092 |
|
|
2025
Q3 | $317K | Sell |
9,236
-10
| -0.1% | -$367 | 0.01% | 1069 |
|
|
2025
Q2 | $344K | Buy |
9,246
+11
| +0.1% | +$440 | 0.01% | 1000 |
|
|
2025
Q1 | $361K | Sell |
9,235
-1,110
| -11% | -$48.1K | 0.01% | 902 |
|
|
2024
Q4 | $451K | Buy |
10,345
+1
| +0% | +$42 | 0.01% | 773 |
|
|
2024
Q3 | $444K | Buy |
10,344
+4,808
| +87% | +$198K | 0.02% | 734 |
|
|
2024
Q2 | $206K | Hold |
5,536
| – | – | 0.01% | 1030 |
|
|
2024
Q1 | $208K | Hold |
5,536
| – | – | 0.01% | 977 |
|
|
2023
Q4 | $204K | Sell |
5,536
-5,000
| -47% | -$161K | 0.01% | 934 |
|
|
2023
Q3 | $325K | Buy |
10,536
+3,291
| +45% | +$101K | 0.01% | 752 |
|
|
2023
Q2 | $207K | Sell |
7,245
-2,000
| -22% | -$55.9K | 0.01% | 1005 |
|
|
2023
Q1 | $289K | Hold |
9,245
| – | – | 0.01% | 794 |
|
|
2022
Q4 | $289K | Hold |
9,245
| – | – | 0.01% | 1157 |
|
|
2022
Q3 | $289K | Buy |
9,245
+2,800
| +43% | +$74.3K | 0.01% | 1214 |
|
|
2022
Q2 | $201K | Hold |
6,445
| – | – | 0.01% | 1279 |
|
|
2022
Q1 | $201K | Hold |
6,445
| – | – | 0.01% | 1279 |
|
|
2021
Q4 | $234K | Sell |
6,445
-45
| -0.7% | -$1.57K | ﹤0.01% | 879 |
|
|
2021
Q3 | $209K | Hold |
6,490
| – | – | ﹤0.01% | 933 |
|
|
2021
Q2 | $240K | Hold |
6,490
| – | – | 0.01% | 819 |
|
|
2021
Q1 | $276K | Sell |
6,490
-130
| -2% | -$5.45K | 0.01% | 706 |
|
|
2020
Q4 | $264K | Sell |
6,620
-1,860
| -22% | -$68.9K | 0.01% | 707 |
|
|
2020
Q3 | $268K | Hold |
8,480
| – | – | 0.02% | 601 |
|
|
2020
Q2 | $229K | Sell |
8,480
-26
| -0.3% | -$625 | 0.02% | 615 |
|
|
2020
Q1 | $191K | Sell |
8,506
-337
| -4% | -$9.57K | 0.02% | 589 |
|
|
2019
Q4 | $279K | Sell |
8,843
-16
| -0.2% | -$536 | 0.02% | 574 |
|
|
2019
Q3 | $295K | Buy |
+8,859
| New | +$283K | 0.02% | 639 |
|
|
2019
Q1 | – | Sell |
-359
| Closed | -$10K | – | 2964 |
|
|
2018
Q4 | $10K | Buy |
359
+2
| +0.6% | +$56 | ﹤0.01% | 2507 |
|
|
2018
Q3 | $11K | Sell |
357
-199
| -36% | -$6.33K | ﹤0.01% | 2799 |
|
|
2018
Q2 | $17K | Buy |
556
+2
| +0.4% | +$61 | ﹤0.01% | 2575 |
|
|
2018
Q1 | $17K | Hold |
554
| – | – | ﹤0.01% | 2491 |
|
|
2017
Q4 | $17K | Sell |
554
-121
| -18% | -$3.49K | ﹤0.01% | 2527 |
|
|
2017
Q3 | $18K | Buy |
675
+22
| +3% | +$641 | ﹤0.01% | 2668 |
|
|
2017
Q2 | $21K | Buy |
653
+103
| +19% | +$2.89K | ﹤0.01% | 2555 |
|
|
2017
Q1 | $15K | Sell |
550
-42
| -7% | -$1.19K | ﹤0.01% | 2678 |
|
|
2016
Q4 | $18K | Buy |
592
+40
| +7% | +$1.08K | ﹤0.01% | 2536 |
|
|
2016
Q3 | $14K | Sell |
552
-112
| -17% | -$3.15K | ﹤0.01% | 2627 |
|
|
2016
Q2 | $18K | Buy |
+664
| New | +$17.4K | ﹤0.01% | 2409 |
|
|
2016
Q1 | – | Sell |
-310
| Closed | -$8K | – | 2959 |
|
|
2015
Q4 | $8K | Buy |
+310
| New | +$8.32K | ﹤0.01% | 2695 |
|
Other funds holding LZB
VPM
VCM
SAM
