OFS
OneAscent Financial Services’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $569K | Sell |
5,857
-1,007
| -15% | -$97.8K | 0.04% | 281 |
|
|
2025
Q1 | $500K | Buy |
+6,864
| New | +$500K | 0.03% | 336 |
|
|
2024
Q2 | – | Sell |
-422
| Closed | -$411K | – | 321 |
|
|
2024
Q1 | $411K | Buy |
422
+104
| +33% | +$101K | 0.05% | 234 |
|
|
2023
Q4 | $249K | Buy |
+318
| New | +$249K | 0.03% | 301 |
|
|
2022
Q2 | – | Sell |
-418
| Closed | -$225K | – | 240 |
|
|
2022
Q1 | $225K | Sell |
418
-2
| -0.5% | -$1.08K | 0.16% | 116 |
|
|
2021
Q4 | $302K | Buy |
+420
| New | +$302K | 0.58% | 78 |
|
|
2021
Q1 | $863K | Sell |
1,450
-30
| -2% | -$17.9K | 0.85% | 13 |
|
|
2020
Q4 | $701K | Sell |
1,480
-1,844
| -55% | -$873K | 0.75% | 16 |
|
|
2020
Q3 | $1.1M | Buy |
3,324
+64
| +2% | +$21.2K | 0.58% | 19 |
|
|
2020
Q2 | $1.06M | Buy |
3,260
+255
| +8% | +$82.5K | 0.71% | 13 |
|
|
2020
Q1 | $721K | Sell |
3,005
-10
| -0.3% | -$2.4K | 0.54% | 15 |
|
|
2019
Q4 | $882K | Buy |
+3,015
| New | +$882K | 0.49% | 17 |
|
|
2019
Q3 | – | Sell |
-5,413
| Closed | -$1.02M | – | 112 |
|
|
2019
Q2 | $1.02M | Buy |
+5,413
| New | +$1.02M | 0.7% | 11 |
|