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