Sivia Capital 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
$339K Sell
3,482
-210
-6% -$20.4K 0.1% 237
2025
Q1
$268K Buy
3,692
+710
+24% +$51.6K 0.13% 183
2024
Q4
$215K Buy
+2,982
New +$215K 0.11% 166
2024
Q3
Sell
-3,350
Closed -$357K 224
2024
Q2
$357K Buy
3,350
+460
+16% +$49K 0.24% 76
2024
Q1
$281K Buy
2,890
+80
+3% +$7.77K 0.19% 124
2023
Q4
$220K Buy
+2,810
New +$220K 0.17% 146