Kestra Private Wealth Services’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 | $2.5M | Sell |
25,656
-330
| -1% | -$32.1K | 0.04% | 440 |
|
2025
Q1 | $1.89M | Sell |
25,986
-4,609
| -15% | -$335K | 0.03% | 470 |
|
2024
Q4 | $2.21M | Buy |
30,595
+9,585
| +46% | +$692K | 0.04% | 414 |
|
2024
Q3 | $1.73M | Buy |
21,010
+1,250
| +6% | +$103K | 0.03% | 463 |
|
2024
Q2 | $2.1M | Sell |
19,760
-940
| -5% | -$100K | 0.04% | 386 |
|
2024
Q1 | $2.01M | Sell |
20,700
-310
| -1% | -$30.1K | 0.05% | 374 |
|
2023
Q4 | $1.65M | Sell |
21,010
-260
| -1% | -$20.4K | 0.04% | 395 |
|
2023
Q3 | $1.33M | Buy |
21,270
+1,420
| +7% | +$89K | 0.04% | 394 |
|
2023
Q2 | $1.28M | Buy |
19,850
+5,320
| +37% | +$342K | 0.04% | 388 |
|
2023
Q1 | $770K | Buy |
14,530
+490
| +3% | +$26K | 0.03% | 484 |
|
2022
Q4 | $590K | Sell |
14,040
-2,850
| -17% | -$120K | 0.03% | 483 |
|
2022
Q3 | $618K | Buy |
16,890
+2,200
| +15% | +$80.5K | 0.04% | 439 |
|
2022
Q2 | $626K | Buy |
14,690
+30
| +0.2% | +$1.28K | 0.04% | 443 |
|
2022
Q1 | $788K | Buy |
14,660
+1,600
| +12% | +$86K | 0.04% | 435 |
|
2021
Q4 | $939K | Buy |
13,060
+540
| +4% | +$38.8K | 0.04% | 399 |
|
2021
Q3 | $712K | Sell |
12,520
-2,720
| -18% | -$155K | 0.04% | 453 |
|
2021
Q2 | $992K | Buy |
15,240
+740
| +5% | +$48.2K | 0.06% | 329 |
|
2021
Q1 | $863K | Buy |
14,500
+2,330
| +19% | +$139K | 0.06% | 322 |
|
2020
Q4 | $590K | Buy |
12,170
+3,890
| +47% | +$189K | 0.04% | 400 |
|
2020
Q3 | $275K | Buy |
+8,280
| New | +$275K | 0.02% | 511 |
|