HBK Sorce Advisory’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 | $498K | Sell |
5,120
-19
| -0.4% | -$1.85K | 0.01% | 338 |
|
|
2025
Q1 | $374K | Buy |
5,139
+490
| +11% | +$35.6K | 0.01% | 398 |
|
|
2024
Q4 | $336K | Sell |
4,649
-1,451
| -24% | -$105K | 0.01% | 420 |
|
|
2024
Q3 | $498K | Sell |
6,100
-720
| -11% | -$58.8K | 0.02% | 335 |
|
|
2024
Q2 | $726K | Buy |
6,820
+160
| +2% | +$17K | 0.03% | 257 |
|
|
2024
Q1 | $647K | Buy |
6,660
+2,950
| +80% | +$287K | 0.02% | 283 |
|
|
2023
Q4 | $291K | Buy |
3,710
+50
| +1% | +$3.92K | 0.01% | 425 |
|
|
2023
Q3 | $229K | Buy |
3,660
+50
| +1% | +$3.13K | 0.01% | 488 |
|
|
2023
Q2 | $232K | Sell |
3,610
-900
| -20% | -$57.9K | 0.01% | 504 |
|
|
2023
Q1 | $239K | Sell |
4,510
-4,470
| -50% | -$237K | 0.01% | 490 |
|
|
2022
Q4 | $377K | Buy |
+8,980
| New | +$377K | 0.01% | 486 |
|
|
2022
Q2 | – | Sell |
-4,630
| Closed | -$249K | – | 521 |
|
|
2022
Q1 | $249K | Sell |
4,630
-3,610
| -44% | -$194K | 0.01% | 444 |
|
|
2021
Q4 | $594K | Hold |
8,240
| – | – | 0.03% | 299 |
|
|
2021
Q3 | $470K | Sell |
8,240
-2,310
| -22% | -$132K | 0.03% | 329 |
|
|
2021
Q2 | $687K | Buy |
10,550
+1,700
| +19% | +$111K | 0.04% | 265 |
|
|
2021
Q1 | $527K | Buy |
8,850
+2,790
| +46% | +$166K | 0.03% | 289 |
|
|
2020
Q4 | $286K | Buy |
+6,060
| New | +$286K | 0.02% | 391 |
|
|
2020
Q3 | – | Sell |
-8,350
| Closed | -$270K | – | 464 |
|
|
2020
Q2 | $270K | Buy |
+8,350
| New | +$270K | 0.02% | 348 |
|
|
2020
Q1 | – | Sell |
-7,090
| Closed | -$207K | – | 431 |
|
|
2019
Q4 | $207K | Buy |
+7,090
| New | +$207K | 0.02% | 408 |
|