RIA
Regal Investment Advisors’s La-Z-Boy LZB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.08M | Hold |
109,856
| – | – | 0.31% | 86 |
|
|
2025
Q1 | $4.29M | Hold |
109,856
| – | – | 0.35% | 79 |
|
|
2024
Q4 | $4.79M | Hold |
109,856
| – | – | 0.36% | 76 |
|
|
2024
Q3 | $4.72M | Hold |
109,856
| – | – | 0.33% | 91 |
|
|
2024
Q2 | $4.1M | Hold |
109,856
| – | – | 0.27% | 105 |
|
|
2024
Q1 | $4.13M | Hold |
109,856
| – | – | 0.28% | 102 |
|
|
2023
Q4 | $4.06M | Hold |
109,856
| – | – | 0.31% | 96 |
|
|
2023
Q3 | $3.39M | Hold |
109,856
| – | – | 0.29% | 97 |
|
|
2023
Q2 | $3.15M | Hold |
109,856
| – | – | 0.26% | 104 |
|
|
2023
Q1 | $3.19M | Hold |
109,856
| – | – | 0.28% | 100 |
|
|
2022
Q4 | $2.51M | Hold |
109,856
| – | – | 0.24% | 107 |
|
|
2022
Q3 | $2.48M | Hold |
109,856
| – | – | 0.26% | 101 |
|
|
2022
Q2 | $2.61M | Hold |
109,856
| – | – | 0.27% | 99 |
|
|
2022
Q1 | $2.9M | Hold |
109,856
| – | – | 0.27% | 97 |
|
|
2021
Q4 | $3.99M | Hold |
109,856
| – | – | 0.35% | 74 |
|
|
2021
Q3 | $3.54M | Hold |
109,856
| – | – | 0.34% | 77 |
|
|
2021
Q2 | $4.07M | Buy |
+109,856
| New | +$4.07M | 0.41% | 66 |
|
|
2021
Q1 | – | Sell |
-109,856
| Closed | -$4.38M | – | 259 |
|
|
2020
Q4 | $4.38M | Buy |
+109,856
| New | +$4.38M | 0.49% | 53 |
|
|
2020
Q3 | – | Sell |
-109,856
| Closed | -$2.97M | – | 155 |
|
|
2020
Q2 | $2.97M | Buy |
+109,856
| New | +$2.97M | 0.55% | 53 |
|
|
2020
Q1 | – | Sell |
-107,751
| Closed | -$3.39M | – | 191 |
|
|
2019
Q4 | $3.39M | Hold |
107,751
| – | – | 0.61% | 41 |
|
|
2019
Q3 | $3.62M | Hold |
107,751
| – | – | 0.71% | 34 |
|
|
2019
Q2 | $3.3M | Hold |
107,751
| – | – | 0.64% | 39 |
|
|
2019
Q1 | $3.56M | Sell |
107,751
-8,500
| -7% | -$280K | 0.72% | 35 |
|
|
2018
Q4 | $3.22M | Buy |
+116,251
| New | +$3.22M | 0.71% | 36 |
|
|
2018
Q3 | – | Sell |
-92,139
| Closed | -$2.82M | – | 337 |
|
|
2018
Q2 | $2.82M | Sell |
92,139
-24,312
| -21% | -$744K | 0.86% | 30 |
|
|
2018
Q1 | $3.49M | Hold |
116,451
| – | – | 0.77% | 34 |
|
|
2017
Q4 | $3.63M | Hold |
116,451
| – | – | 0.81% | 31 |
|
|
2017
Q3 | $3.13M | Hold |
116,451
| – | – | 0.73% | 36 |
|
|
2017
Q2 | $3.79M | Sell |
116,451
-2,956
| -2% | -$96.1K | 0.94% | 28 |
|
|
2017
Q1 | $3.22M | Hold |
119,407
| – | – | 0.84% | 30 |
|
|
2016
Q4 | $3.71M | Sell |
119,407
-211
| -0.2% | -$6.55K | 1.03% | 22 |
|
|
2016
Q3 | $2.94M | Buy |
119,618
+1,379
| +1% | +$33.9K | 0.83% | 40 |
|
|
2016
Q2 | $3.29M | Sell |
118,239
-45,000
| -28% | -$1.25M | 0.9% | 29 |
|
|
2016
Q1 | $4.37M | Sell |
163,239
-117,235
| -42% | -$3.13M | 1.18% | 16 |
|
|
2015
Q4 | $6.85M | Buy |
280,474
+6,234
| +2% | +$152K | 1.78% | 4 |
|
|
2015
Q3 | $7.28M | Hold |
274,240
| – | – | 1.89% | 4 |
|
|
2015
Q2 | $7.22M | Buy |
274,240
+950
| +0.3% | +$25K | 1.95% | 4 |
|
|
2015
Q1 | $7.68M | Sell |
273,290
-286,028
| -51% | -$8.04M | 1.9% | 3 |
|
|
2014
Q4 | $15M | Buy |
559,318
+543,228
| +3,376% | +$14.6M | 4.02% | 1 |
|
|
2014
Q3 | $318K | Hold |
16,090
| – | – | 0.1% | 182 |
|
|
2014
Q2 | $373K | Hold |
16,090
| – | – | 0.13% | 154 |
|
|
2014
Q1 | $436K | Buy |
+16,090
| New | +$436K | 0.18% | 130 |
|
|
2013
Q4 | – | Sell |
-6,414
| Closed | -$146K | – | 901 |
|
|
2013
Q3 | $146K | Hold |
6,414
| – | – | 0.09% | 196 |
|
|
2013
Q2 | $130K | Buy |
+6,414
| New | +$130K | 0.07% | 199 |
|