Allred Capital Management’s Lam Research LRCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $486K | Sell |
4,992
-497
| -9% | -$48.4K | 0.18% | 101 |
|
|
2025
Q1 | $399K | Buy |
5,489
+223
| +4% | +$16.2K | 0.16% | 117 |
|
|
2024
Q4 | $380K | Buy |
5,266
+76
| +1% | +$5.49K | 0.15% | 129 |
|
|
2024
Q3 | $424K | Buy |
5,190
+160
| +3% | +$13.1K | 0.17% | 114 |
|
|
2024
Q2 | $535K | Sell |
5,030
-190
| -4% | -$20.2K | 0.21% | 103 |
|
|
2024
Q1 | $507K | Sell |
5,220
-240
| -4% | -$23.3K | 0.2% | 108 |
|
|
2023
Q4 | $428K | Sell |
5,460
-460
| -8% | -$36K | 0.19% | 114 |
|
|
2023
Q3 | $371K | Sell |
5,920
-40
| -0.7% | -$2.51K | 0.18% | 107 |
|
|
2023
Q2 | $383K | Sell |
5,960
-50
| -0.8% | -$3.22K | 0.19% | 102 |
|
|
2023
Q1 | $318K | Sell |
6,010
-230
| -4% | -$12.2K | 0.17% | 110 |
|
|
2022
Q4 | $262K | Buy |
6,240
+170
| +3% | +$7.15K | 0.14% | 125 |
|
|
2022
Q3 | $222K | Sell |
6,070
-320
| -5% | -$11.7K | 0.14% | 136 |
|
|
2022
Q2 | $272K | Sell |
6,390
-500
| -7% | -$21.3K | 0.17% | 128 |
|
|
2022
Q1 | $370K | Sell |
6,890
-1,630
| -19% | -$87.5K | 0.2% | 110 |
|
|
2021
Q4 | $612K | Hold |
8,520
| – | – | 0.3% | 86 |
|
|
2021
Q3 | $485K | Sell |
8,520
-510
| -6% | -$29K | 0.25% | 102 |
|
|
2021
Q2 | $587K | Sell |
9,030
-260
| -3% | -$16.9K | 0.29% | 88 |
|
|
2021
Q1 | $553K | Buy |
9,290
+210
| +2% | +$12.5K | 0.25% | 91 |
|
|
2020
Q4 | $428K | Sell |
9,080
-230
| -2% | -$10.8K | 0.23% | 106 |
|
|
2020
Q3 | $308K | Buy |
+9,310
| New | +$308K | 0.19% | 117 |
|
|
2020
Q1 | – | Sell |
-1,010
| Closed | -$29.5K | – | 452 |
|
|
2019
Q4 | $29.5K | Buy |
+1,010
| New | +$29.5K | 0.02% | 412 |
|