Petrus Trust Company’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 | $645K | Buy |
+17,355
| New | +$645K | 0.07% | 55 |
|
|
2023
Q3 | – | Sell |
-15,590
| Closed | -$446K | – | 667 |
|
|
2023
Q2 | $446K | Buy |
15,590
+1,311
| +9% | +$37.5K | 0.05% | 198 |
|
|
2023
Q1 | $415K | Hold |
14,279
| – | – | 0.05% | 163 |
|
|
2022
Q4 | $326K | Buy |
14,279
+3,407
| +31% | +$77.7K | 0.04% | 226 |
|
|
2022
Q3 | $245K | Buy |
+10,872
| New | +$245K | 0.03% | 128 |
|
|
2021
Q4 | – | Sell |
-8,070
| Closed | -$260K | – | 153 |
|
|
2021
Q3 | $260K | Buy |
+8,070
| New | +$260K | 0.03% | 53 |
|
|
2020
Q3 | – | Sell |
-9,639
| Closed | -$261K | – | 330 |
|
|
2020
Q2 | $261K | Sell |
9,639
-4,103
| -30% | -$111K | 0.03% | 104 |
|
|
2020
Q1 | $282K | Buy |
+13,742
| New | +$282K | 0.04% | 58 |
|
|
2016
Q4 | – | Sell |
-8,718
| Closed | -$214K | – | 213 |
|
|
2016
Q3 | $214K | Buy |
+8,718
| New | +$214K | 0.05% | 135 |
|