SHFA
SC&H Financial Advisors’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $915K | Buy |
9,404
+397
| +4% | +$38.6K | 0.16% | 72 |
|
|
2025
Q1 | $655K | Sell |
9,007
-95
| -1% | -$6.91K | 0.13% | 83 |
|
|
2024
Q4 | $657K | Buy |
9,102
+8,202
| +911% | +$592K | 0.14% | 84 |
|
|
2024
Q3 | $734K | Hold |
900
| – | – | 0.16% | 80 |
|
|
2024
Q2 | $958K | Hold |
900
| – | – | 0.23% | 61 |
|
|
2024
Q1 | $874K | Hold |
900
| – | – | 0.23% | 66 |
|
|
2023
Q4 | $705K | Hold |
900
| – | – | 0.2% | 71 |
|
|
2023
Q3 | $564K | Sell |
900
-199
| -18% | -$125K | 0.19% | 79 |
|
|
2023
Q2 | $707K | Sell |
1,099
-3
| -0.3% | -$1.93K | 0.23% | 73 |
|
|
2023
Q1 | $584K | Buy |
1,102
+307
| +39% | +$163K | 0.21% | 80 |
|
|
2022
Q4 | $334K | Hold |
795
| – | – | 0.14% | 100 |
|
|
2022
Q3 | $291K | Sell |
795
-350
| -31% | -$128K | 0.15% | 104 |
|
|
2022
Q2 | $488K | Sell |
1,145
-6
| -0.5% | -$2.56K | 0.23% | 84 |
|
|
2022
Q1 | $619K | Hold |
1,151
| – | – | 0.29% | 69 |
|
|
2021
Q4 | $828K | Buy |
+1,151
| New | +$828K | 0.46% | 50 |
|