O'Shaughnessy Asset Management’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 | $1.83M | Buy |
56,818
+49,199
| +646% | +$1.78M | 0.01% | 922 |
|
|
2025
Q4 | $284K | Sell |
7,619
-6,023
| -44% | -$211K | ﹤0.01% | 1796 |
|
|
2025
Q3 | $468K | Sell |
13,642
-48,201
| -78% | -$1.77M | ﹤0.01% | 1524 |
|
|
2025
Q2 | $2.3M | Buy |
61,843
+54,340
| +724% | +$2.17M | 0.02% | 716 |
|
|
2025
Q1 | $293K | Buy |
7,503
+1,221
| +19% | +$52.9K | ﹤0.01% | 1599 |
|
|
2024
Q4 | $274K | Buy |
6,282
+457
| +8% | +$19.3K | ﹤0.01% | 1585 |
|
|
2024
Q3 | $233K | Sell |
5,825
-22,696
| -80% | -$934K | ﹤0.01% | 1600 |
|
|
2024
Q2 | $1.06M | Buy |
28,521
+1,042
| +4% | +$36.8K | 0.01% | 829 |
|
|
2024
Q1 | $1.03M | Buy |
27,479
+1,975
| +8% | +$72.1K | 0.01% | 811 |
|
|
2023
Q4 | $942K | Sell |
25,504
-245
| -1% | -$7.89K | 0.01% | 774 |
|
|
2023
Q3 | $795K | Buy |
+25,749
| New | +$793K | 0.01% | 761 |
|
|
2021
Q4 | – | Sell |
-797
| Closed | -$26K | – | 1944 |
|
|
2021
Q3 | $26K | Sell |
797
-650
| -45% | -$22.4K | ﹤0.01% | 1863 |
|
|
2021
Q2 | $54K | Buy |
1,447
+384
| +36% | +$16.1K | ﹤0.01% | 1554 |
|
|
2021
Q1 | $45K | Buy |
1,063
+557
| +110% | +$23.3K | ﹤0.01% | 1426 |
|
|
2020
Q4 | $20K | Sell |
506
-768
| -60% | -$28.4K | ﹤0.01% | 1420 |
|
|
2020
Q3 | $40K | Sell |
1,274
-373
| -23% | -$11.3K | ﹤0.01% | 1133 |
|
|
2020
Q2 | $45K | Buy |
+1,647
| New | +$39.6K | ﹤0.01% | 1009 |
|
|
2019
Q4 | – | Sell |
-10,222
| Closed | -$343K | – | 1863 |
|
|
2019
Q3 | $343K | Sell |
10,222
-2,329
| -19% | -$74.5K | 0.01% | 435 |
|
|
2019
Q2 | $385K | Buy |
12,551
+317
| +3% | +$10.3K | 0.01% | 418 |
|
|
2019
Q1 | $404K | Buy |
12,234
+5,144
| +73% | +$162K | 0.01% | 402 |
|
|
2018
Q4 | $196K | Buy |
7,090
+1,524
| +27% | +$43K | 0.01% | 501 |
|
|
2018
Q3 | $176K | Buy |
+5,566
| New | +$177K | ﹤0.01% | 571 |
|
|
2018
Q2 | – | Sell |
-4,089
| Closed | -$122K | – | 951 |
|
|
2018
Q1 | $122K | Sell |
4,089
-189
| -4% | -$5.8K | ﹤0.01% | 596 |
|
|
2017
Q4 | $133K | Sell |
4,278
-74
| -2% | -$2.13K | ﹤0.01% | 618 |
|
|
2017
Q3 | $117K | Buy |
4,352
+1,781
| +69% | +$51.9K | ﹤0.01% | 605 |
|
|
2017
Q2 | $84K | Buy |
+2,571
| New | +$72.2K | ﹤0.01% | 661 |
|
|
2015
Q1 | – | Sell |
-214
| Closed | -$6K | – | 1080 |
|
|
2014
Q4 | $6K | Sell |
214
-669
| -76% | -$15.8K | ﹤0.01% | 863 |
|
|
2014
Q3 | $17K | Sell |
883
-4,713
| -84% | -$102K | ﹤0.01% | 707 |
|
|
2014
Q2 | $130K | Sell |
5,596
-1,002
| -15% | -$24.8K | ﹤0.01% | 585 |
|
|
2014
Q1 | $178K | Buy |
6,598
+957
| +17% | +$26.2K | ﹤0.01% | 565 |
|
|
2013
Q4 | $174K | Buy |
+5,641
| New | +$146K | ﹤0.01% | 552 |
|
Other funds holding LZB
VPM
VCM
SAM
