BFG
Beacon Financial Group’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $515K | Buy |
5,289
+323
| +7% | +$31.4K | 0.05% | 224 |
|
|
2025
Q1 | $361K | Sell |
4,966
-465
| -9% | -$33.8K | 0.04% | 257 |
|
|
2024
Q4 | $392K | Buy |
5,431
+4,898
| +919% | +$354K | 0.04% | 247 |
|
|
2024
Q3 | $435K | Buy |
533
+193
| +57% | +$158K | 0.05% | 229 |
|
|
2024
Q2 | $362K | Buy |
340
+26
| +8% | +$27.7K | 0.04% | 244 |
|
|
2024
Q1 | $305K | Hold |
314
| – | – | 0.04% | 268 |
|
|
2023
Q4 | $246K | Buy |
+314
| New | +$246K | 0.03% | 288 |
|
|
2022
Q1 | – | Sell |
-359
| Closed | -$260K | – | 232 |
|
|
2021
Q4 | $260K | Buy |
+359
| New | +$260K | 0.03% | 221 |
|
|
2021
Q3 | – | Sell |
-417
| Closed | -$253K | – | 223 |
|
|
2021
Q2 | $253K | Sell |
417
-708
| -63% | -$430K | 0.04% | 207 |
|
|
2021
Q1 | $635K | Hold |
1,125
| – | – | 0.1% | 153 |
|
|
2020
Q4 | $635K | Buy |
+1,125
| New | +$635K | 0.1% | 155 |
|
|
2018
Q4 | – | Sell |
-2,041
| Closed | -$310K | – | 183 |
|
|
2018
Q3 | $310K | Sell |
2,041
-80
| -4% | -$12.2K | 0.05% | 165 |
|
|
2018
Q2 | $367K | Sell |
2,121
-104
| -5% | -$18K | 0.06% | 157 |
|
|
2018
Q1 | $452K | Sell |
2,225
-409
| -16% | -$83.1K | 0.08% | 146 |
|
|
2017
Q4 | $485K | Sell |
2,634
-579
| -18% | -$107K | 0.08% | 135 |
|
|
2017
Q3 | $594K | Sell |
3,213
-409
| -11% | -$75.6K | 0.11% | 121 |
|
|
2017
Q2 | $516K | Sell |
3,622
-1,369
| -27% | -$195K | 0.1% | 127 |
|
|
2017
Q1 | $642K | Sell |
4,991
-452
| -8% | -$58.1K | 0.12% | 106 |
|
|
2016
Q4 | $575K | Sell |
5,443
-1,104
| -17% | -$117K | 0.12% | 109 |
|
|
2016
Q3 | $610K | Sell |
6,547
-473
| -7% | -$44.1K | 0.13% | 112 |
|
|
2016
Q2 | $577K | Buy |
7,020
+1,175
| +20% | +$96.6K | 0.13% | 108 |
|
|
2016
Q1 | $480K | Sell |
5,845
-54
| -0.9% | -$4.44K | 0.1% | 123 |
|
|
2015
Q4 | $472K | Sell |
5,899
-2,474
| -30% | -$198K | 0.11% | 116 |
|
|
2015
Q3 | $526K | Buy |
8,373
+2,270
| +37% | +$143K | 0.13% | 101 |
|
|
2015
Q2 | $489K | Buy |
6,103
+1,046
| +21% | +$83.8K | 0.11% | 110 |
|
|
2015
Q1 | $366K | Buy |
5,057
+1,112
| +28% | +$80.5K | 0.08% | 126 |
|
|
2014
Q4 | $315K | Sell |
3,945
-885
| -18% | -$70.7K | 0.07% | 135 |
|
|
2014
Q3 | $363K | Buy |
+4,830
| New | +$363K | 0.08% | 137 |
|