Root Financial Partners’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
$763K Buy
7,836
+365
+5% +$35.5K 0.07% 88
2025
Q1
$543K Sell
7,471
-3,837
-34% -$279K 0.06% 107
2024
Q4
$817K Buy
+11,308
New +$817K 0.1% 77