JFS Wealth Advisors’s La-Z-Boy LZB Stock Holding History

JFS Wealth Advisors’s Portfolio LZB Stock Details LZB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.85K	Buy	46 +5	+12%	+$181	﹤0.01%	1631
2026 Q1	$1.32K	Hold	41	–	–	﹤0.01%	1612
2025 Q4	$1.53K	Sell	41 -1	-2%	-$35	﹤0.01%	1619
2025 Q3	$1.44K	Sell	42 -1	-2%	-$37	﹤0.01%	1516
2025 Q2	$1.6K	Buy	43 +1	+2%	+$40	﹤0.01%	1453
2025 Q1	$1.64K	Sell	42 -1	-2%	-$43	﹤0.01%	1530
2024 Q4	$1.87K	Hold	43	–	–	﹤0.01%	1502
2024 Q3	$1.85K	Buy	43 +2	+5%	+$82	﹤0.01%	1521
2024 Q2	$1.53K	Hold	41	–	–	﹤0.01%	1535
2024 Q1	$1.54K	Hold	41	–	–	﹤0.01%	1534
2023 Q4	$1.51K	Sell	41 -3	-7%	-$97	﹤0.01%	1533
2023 Q3	$1.36K	Buy	44 +3	+7%	+$92	﹤0.01%	1506
2023 Q2	$1.18K	Sell	41 -7	-15%	-$196	﹤0.01%	1556
2023 Q1	$1.4K	Buy	48 +6	+14%	+$171	﹤0.01%	1487
2022 Q4	$958	Sell	42 -3	-7%	-$73	﹤0.01%	1615
2022 Q3	$1K	Buy	45 +11	+32%	+$292	﹤0.01%	1585
2022 Q2	$1K	Hold	34	–	–	﹤0.01%	1575
2022 Q1	$1K	Buy	34 +19	+127%	+$608	﹤0.01%	1677
2021 Q4	$1K	Buy	+15	New	+$523	﹤0.01%	1444

Other funds holding LZB

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return