CIA
Concurrent Investment Advisors’s Schlumberger SLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $573K | Buy |
16,954
+2,113
| +14% | +$71.4K | 0.01% | 795 |
|
|
2025
Q1 | $620K | Buy |
14,841
+2,768
| +23% | +$116K | 0.02% | 679 |
|
|
2024
Q4 | $463K | Sell |
12,073
-7,645
| -39% | -$293K | 0.01% | 680 |
|
|
2024
Q3 | $827K | Buy |
19,718
+14,376
| +269% | +$603K | 0.02% | 506 |
|
|
2024
Q2 | $252K | Buy |
+5,342
| New | +$252K | 0.01% | 784 |
|
|
2024
Q1 | – | Sell |
-4,749
| Closed | -$247K | – | 926 |
|
|
2023
Q4 | $247K | Buy |
+4,749
| New | +$247K | 0.01% | 706 |
|