Southport Capital Management’s Lam Research LRCX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-21,300	Closed	-$1.53M	–	284
2021 Q4	$1.53M	Buy	+21,300	New	+$1.53M	0.27%	113
2017 Q2	–	Sell	-41,000	Closed	-$526K	–	180
2017 Q1	$526K	Hold	41,000	–	–	0.3%	88
2016 Q4	$433K	Buy	+41,000	New	+$433K	0.26%	102