Socorro Asset Management’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
$7.03M Sell
72,216
-22,089
-23% -$2.15M 2.35% 28
2025
Q1
$6.86M Buy
94,305
+3,864
+4% +$281K 2.37% 29
2024
Q4
$6.53M Buy
90,441
+28,621
+46% +$2.07M 2.56% 25
2024
Q3
$5.05M Sell
61,820
-11,330
-15% -$925K 1.92% 31
2024
Q2
$7.79M Sell
73,150
-7,790
-10% -$830K 3.03% 20
2024
Q1
$7.86M Sell
80,940
-28,540
-26% -$2.77M 3.01% 19
2023
Q4
$8.58M Buy
109,480
+950
+0.9% +$74.4K 3.79% 9
2023
Q3
$6.8M Sell
108,530
-23,920
-18% -$1.5M 3.18% 22
2023
Q2
$8.51M Hold
132,450
3.6% 9
2023
Q1
$7.02M Hold
132,450
3.1% 18
2022
Q4
$5.57M Sell
132,450
-2,620
-2% -$110K 2.41% 30
2022
Q3
$4.94M Hold
135,070
2.3% 31
2022
Q2
$5.76M Sell
135,070
-6,930
-5% -$295K 2.05% 34
2022
Q1
$7.63M Buy
142,000
+19,890
+16% +$1.07M 2.12% 31
2021
Q4
$8.78M Sell
122,110
-13,210
-10% -$950K 2.5% 26
2021
Q3
$7.7M Buy
135,320
+16,940
+14% +$964K 2.17% 28
2021
Q2
$7.7M Buy
118,380
+21,180
+22% +$1.38M 2.51% 26
2021
Q1
$5.79M Sell
97,200
-6,670
-6% -$397K 2.56% 25
2020
Q4
$4.91M Buy
+103,870
New +$4.91M 2.55% 25