Summit Financial’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
$771K Buy
7,905
+863
+12% +$84.2K 0.02% 468
2025
Q1
$512K Sell
7,042
-1,123
-14% -$81.6K 0.01% 506
2024
Q4
$592K Sell
8,165
-145
-2% -$10.5K 0.02% 417
2024
Q3
$680K Buy
8,310
+1,560
+23% +$128K 0.03% 324
2024
Q2
$720K Buy
6,750
+4,440
+192% +$474K 0.03% 270
2024
Q1
$225K Sell
2,310
-690
-23% -$67.2K 0.01% 357
2023
Q4
$236K Buy
+3,000
New +$236K 0.02% 326
2022
Q1
Sell
-3,460
Closed -$249K 254
2021
Q4
$249K Buy
+3,460
New +$249K 0.02% 223