Cetera Trust Company’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
$3.99M Hold
41,010
2.38% 7
2025
Q1
$2.98M Buy
+41,010
New +$2.98M 1.9% 9
2024
Q4
Sell
-42,460
Closed -$3.47M 395
2024
Q3
$3.47M Sell
42,460
-2,500
-6% -$204K 2.12% 6
2024
Q2
$4.79M Sell
44,960
-5,850
-12% -$623K 3.01% 3
2024
Q1
$4.94M Sell
50,810
-2,000
-4% -$194K 2.97% 3
2023
Q4
$4.14M Buy
+52,810
New +$4.14M 2.58% 3