Financial Advocates Investment 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
$721K Sell
7,409
-3,337
-31% -$325K 0.06% 279
2025
Q1
$781K Buy
10,746
+4
+0% +$291 0.05% 330
2024
Q4
$776K Buy
10,742
+1,292
+14% +$93.3K 0.04% 358
2024
Q3
$772K Buy
9,450
+10
+0.1% +$816 0.04% 360
2024
Q2
$1.01M Buy
9,440
+750
+9% +$79.9K 0.06% 291
2024
Q1
$844K Sell
8,690
-950
-10% -$92.3K 0.05% 341
2023
Q4
$755K Buy
9,640
+360
+4% +$28.2K 0.05% 345
2023
Q3
$581K Buy
9,280
+50
+0.5% +$3.13K 0.04% 377
2023
Q2
$593K Sell
9,230
-490
-5% -$31.5K 0.04% 361
2023
Q1
$515K Buy
9,720
+2,980
+44% +$158K 0.04% 416
2022
Q4
$284K Buy
+6,740
New +$284K 0.02% 569
2022
Q3
Sell
-7,010
Closed -$298K 790
2022
Q2
$298K Buy
7,010
+50
+0.7% +$2.13K 0.02% 511
2022
Q1
$374K Buy
6,960
+220
+3% +$11.8K 0.02% 515
2021
Q4
$485K Sell
6,740
-20
-0.3% -$1.44K 0.03% 489
2021
Q3
$385K Sell
6,760
-1,130
-14% -$64.4K 0.03% 545
2021
Q2
$513K Buy
7,890
+2,380
+43% +$155K 0.03% 465
2021
Q1
$328K Sell
5,510
-70
-1% -$4.17K 0.02% 566
2020
Q4
$263K Buy
+5,580
New +$263K 0.02% 599
2020
Q2
Sell
-9,160
Closed -$220K 611
2020
Q1
$220K Sell
9,160
-2,440
-21% -$58.6K 0.03% 415
2019
Q4
$339K Buy
11,600
+100
+0.9% +$2.92K 0.04% 374
2019
Q3
$266K Sell
11,500
-20
-0.2% -$463 0.03% 399
2019
Q2
$217K Sell
11,520
-200
-2% -$3.77K 0.03% 434
2019
Q1
$210K Buy
+11,720
New +$210K 0.03% 428
2018
Q4
Sell
-14,700
Closed -$223K 476
2018
Q3
$223K Buy
14,700
+2,150
+17% +$32.6K 0.02% 457
2018
Q2
$217K Buy
12,550
+440
+4% +$7.61K 0.03% 447
2018
Q1
$246K Sell
12,110
-250
-2% -$5.08K 0.03% 410
2017
Q4
$227K Buy
+12,360
New +$227K 0.03% 425