Realta Investment Advisors’s Lam Research LRCX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,800
| Closed | -$210K | – | 352 |
|
|
2024
Q4 | $210K | Buy |
+2,800
| New | +$210K | 0.09% | 180 |
|
|
2024
Q3 | – | Sell |
-5,640
| Closed | -$601K | – | 599 |
|
|
2024
Q2 | $601K | Buy |
5,640
+500
| +10% | +$53.3K | 0.12% | 195 |
|
|
2024
Q1 | $500K | Sell |
5,140
-150
| -3% | -$14.6K | 0.1% | 234 |
|
|
2023
Q4 | $415K | Sell |
5,290
-1,000
| -16% | -$78.4K | 0.09% | 248 |
|
|
2023
Q3 | $404K | Hold |
6,290
| – | – | 0.09% | 241 |
|
|
2023
Q2 | $404K | Sell |
6,290
-780
| -11% | -$50.2K | 0.09% | 248 |
|
|
2023
Q1 | $375K | Sell |
7,070
-120
| -2% | -$6.36K | 0.09% | 250 |
|
|
2022
Q4 | $302K | Buy |
7,190
+660
| +10% | +$27.7K | 0.07% | 294 |
|
|
2022
Q3 | $239K | Buy |
6,530
+590
| +10% | +$21.6K | 0.06% | 326 |
|
|
2022
Q2 | $234K | Buy |
5,940
+500
| +9% | +$19.7K | 0.06% | 318 |
|
|
2022
Q1 | $292K | Hold |
5,440
| – | – | 0.06% | 309 |
|
|
2021
Q4 | $391K | Buy |
5,440
+740
| +16% | +$53.2K | 0.09% | 260 |
|
|
2021
Q3 | $267K | Buy |
4,700
+190
| +4% | +$10.8K | 0.06% | 323 |
|
|
2021
Q2 | $293K | Buy |
+4,510
| New | +$293K | 0.07% | 292 |
|
|
2021
Q1 | – | Sell |
-5,010
| Closed | -$236K | – | 386 |
|
|
2020
Q4 | $236K | Buy |
+5,010
| New | +$236K | 0.07% | 282 |
|
|
2020
Q1 | – | Sell |
-290
| Closed | -$7K | – | 928 |
|
|
2019
Q4 | $7K | Sell |
290
-20
| -6% | -$483 | ﹤0.01% | 1245 |
|
|
2019
Q3 | $8K | Sell |
310
-60
| -16% | -$1.55K | ﹤0.01% | 1181 |
|
|
2019
Q2 | $7K | Buy |
370
+240
| +185% | +$4.54K | ﹤0.01% | 1256 |
|
|
2019
Q1 | $2K | Buy |
+130
| New | +$2K | ﹤0.01% | 1217 |
|