SCP
Seizert Capital Partners’s Lam Research LRCX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.5M | Buy |
118,191
+22,305
| +23% | +$2.17M | 0.51% | 47 |
|
|
2025
Q1 | $6.97M | Sell |
95,886
-334
| -0.3% | -$24.3K | 0.32% | 55 |
|
|
2024
Q4 | $6.95M | Buy |
96,220
+86,573
| +897% | +$6.25M | 0.31% | 58 |
|
|
2024
Q3 | $7.87M | Buy |
9,647
+2,852
| +42% | +$2.33M | 0.36% | 64 |
|
|
2024
Q2 | $7.24M | Sell |
6,795
-2,153
| -24% | -$2.29M | 0.36% | 61 |
|
|
2024
Q1 | $8.69M | Buy |
8,948
+56
| +0.6% | +$54.4K | 0.4% | 54 |
|
|
2023
Q4 | $6.96M | Sell |
8,892
-4
| -0% | -$3.13K | 0.35% | 57 |
|
|
2023
Q3 | $5.58M | Sell |
8,896
-3,429
| -28% | -$2.15M | 0.3% | 63 |
|
|
2023
Q2 | $7.92M | Sell |
12,325
-3,968
| -24% | -$2.55M | 0.42% | 49 |
|
|
2023
Q1 | $8.64M | Sell |
16,293
-2,275
| -12% | -$1.21M | 0.48% | 53 |
|
|
2022
Q4 | $7.8M | Sell |
18,568
-342
| -2% | -$144K | 0.41% | 57 |
|
|
2022
Q3 | $6.92M | Buy |
18,910
+1,904
| +11% | +$697K | 0.39% | 58 |
|
|
2022
Q2 | $7.25M | Sell |
17,006
-326
| -2% | -$139K | 0.38% | 59 |
|
|
2022
Q1 | $9.32M | Buy |
17,332
+3,876
| +29% | +$2.08M | 0.43% | 55 |
|
|
2021
Q4 | $9.68M | Buy |
13,456
+3,275
| +32% | +$2.36M | 0.43% | 55 |
|
|
2021
Q3 | $5.8M | Sell |
10,181
-122
| -1% | -$69.4K | 0.27% | 68 |
|
|
2021
Q2 | $6.7M | Sell |
10,303
-350
| -3% | -$228K | 0.32% | 66 |
|
|
2021
Q1 | $6.34M | Sell |
10,653
-402
| -4% | -$239K | 0.33% | 69 |
|
|
2020
Q4 | $5.22M | Sell |
11,055
-10,067
| -48% | -$4.75M | 0.3% | 66 |
|
|
2020
Q3 | $7.01M | Sell |
21,122
-5,140
| -20% | -$1.71M | 0.46% | 56 |
|
|
2020
Q2 | $8.5M | Buy |
26,262
+1,244
| +5% | +$402K | 0.58% | 47 |
|
|
2020
Q1 | $6M | Sell |
25,018
-8,224
| -25% | -$1.97M | 0.44% | 56 |
|
|
2019
Q4 | $9.72M | Sell |
33,242
-12,514
| -27% | -$3.66M | 0.48% | 54 |
|
|
2019
Q3 | $10.6M | Sell |
45,756
-12,830
| -22% | -$2.97M | 0.53% | 55 |
|
|
2019
Q2 | $11M | Sell |
58,586
-11,130
| -16% | -$2.09M | 0.54% | 57 |
|
|
2019
Q1 | $12.5M | Buy |
69,716
+968
| +1% | +$173K | 0.56% | 56 |
|
|
2018
Q4 | $9.36M | Buy |
68,748
+2,723
| +4% | +$371K | 0.42% | 62 |
|
|
2018
Q3 | $10M | Buy |
66,025
+7,368
| +13% | +$1.12M | 0.37% | 64 |
|
|
2018
Q2 | $11.9M | Hold |
58,657
| – | – | 0.43% | 61 |
|
|
2018
Q1 | $11.9M | Buy |
58,657
+10,271
| +21% | +$2.09M | 0.43% | 61 |
|
|
2017
Q4 | $8.91M | Sell |
48,386
-9,559
| -16% | -$1.76M | 0.32% | 62 |
|
|
2017
Q3 | $10.7M | Sell |
57,945
-729
| -1% | -$135K | 0.39% | 61 |
|
|
2017
Q2 | $8.3M | Sell |
58,674
-24,160
| -29% | -$3.42M | 0.3% | 67 |
|
|
2017
Q1 | $10.6M | Sell |
82,834
-1,442
| -2% | -$185K | 0.38% | 62 |
|
|
2016
Q4 | $8.91M | Buy |
84,276
+14,102
| +20% | +$1.49M | 0.32% | 66 |
|
|
2016
Q3 | $6.65M | Buy |
+70,174
| New | +$6.65M | 0.25% | 72 |
|