EFS
Essex Financial Services’s Schlumberger SLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $402K | Sell |
11,895
-1,134
| -9% | -$38.3K | 0.03% | 457 |
|
|
2025
Q1 | $545K | Sell |
13,029
-461
| -3% | -$19.3K | 0.04% | 362 |
|
|
2024
Q4 | $517K | Buy |
13,490
+1,333
| +11% | +$51.1K | 0.04% | 373 |
|
|
2024
Q3 | $510K | Sell |
12,157
-1,128
| -8% | -$47.3K | 0.04% | 374 |
|
|
2024
Q2 | $580K | Buy |
13,285
+1,415
| +12% | +$61.8K | 0.04% | 344 |
|
|
2024
Q1 | $651K | Sell |
11,870
-997
| -8% | -$54.6K | 0.06% | 278 |
|
|
2023
Q4 | $670K | Sell |
12,867
-92
| -0.7% | -$4.79K | 0.07% | 249 |
|
|
2023
Q3 | $755K | Buy |
12,959
+358
| +3% | +$20.9K | 0.09% | 217 |
|
|
2023
Q2 | $619K | Sell |
12,601
-17,430
| -58% | -$856K | 0.07% | 247 |
|
|
2023
Q1 | $1.47M | Sell |
30,031
-3,047
| -9% | -$150K | 0.16% | 136 |
|
|
2022
Q4 | $1.77M | Buy |
33,078
+95
| +0.3% | +$5.08K | 0.19% | 116 |
|
|
2022
Q3 | $1.18M | Sell |
32,983
-3,121
| -9% | -$112K | 0.14% | 145 |
|
|
2022
Q2 | $1.29M | Sell |
36,104
-7,271
| -17% | -$260K | 0.14% | 140 |
|
|
2022
Q1 | $1.79M | Buy |
43,375
+12,174
| +39% | +$503K | 0.17% | 126 |
|
|
2021
Q4 | $934K | Sell |
31,201
-9,895
| -24% | -$296K | 0.09% | 207 |
|
|
2021
Q3 | $1.22M | Sell |
41,096
-41,252
| -50% | -$1.22M | 0.14% | 158 |
|
|
2021
Q2 | $2.64M | Buy |
+82,348
| New | +$2.64M | 0.38% | 58 |
|
|
2020
Q2 | – | Sell |
-10,760
| Closed | -$145K | – | 263 |
|
|
2020
Q1 | $145K | Sell |
10,760
-1,741
| -14% | -$23.5K | 0.05% | 232 |
|
|
2019
Q4 | $503K | Sell |
12,501
-904
| -7% | -$36.4K | 0.14% | 148 |
|
|
2019
Q3 | $458K | Sell |
13,405
-2,545
| -16% | -$87K | 0.15% | 143 |
|
|
2019
Q2 | $634K | Buy |
15,950
+249
| +2% | +$9.9K | 0.19% | 114 |
|
|
2019
Q1 | $684K | Sell |
15,701
-3,653
| -19% | -$159K | 0.21% | 104 |
|
|
2018
Q4 | $698K | Sell |
19,354
-6,322
| -25% | -$228K | 0.21% | 99 |
|
|
2018
Q3 | $1.56M | Buy |
25,676
+5,586
| +28% | +$340K | 0.34% | 76 |
|
|
2018
Q2 | $1.35M | Buy |
20,090
+1,693
| +9% | +$114K | 0.32% | 76 |
|
|
2018
Q1 | $1.19M | Sell |
18,397
-1,873
| -9% | -$121K | 0.23% | 104 |
|
|
2017
Q4 | $1.37M | Sell |
20,270
-1,932
| -9% | -$130K | 0.32% | 76 |
|
|
2017
Q3 | $1.55M | Buy |
22,202
+646
| +3% | +$45.1K | 0.38% | 70 |
|
|
2017
Q2 | $1.42M | Sell |
21,556
-6,724
| -24% | -$443K | 0.3% | 88 |
|
|
2017
Q1 | $2.21M | Buy |
28,280
+260
| +0.9% | +$20.3K | 0.51% | 50 |
|
|
2016
Q4 | $2.35M | Buy |
28,020
+1,865
| +7% | +$157K | 0.5% | 51 |
|
|
2016
Q3 | $2.06M | Sell |
26,155
-160
| -0.6% | -$12.6K | 0.49% | 53 |
|
|
2016
Q2 | $2.08M | Buy |
26,315
+516
| +2% | +$40.8K | 0.5% | 51 |
|
|
2016
Q1 | $1.9M | Sell |
25,799
-460
| -2% | -$33.9K | 0.47% | 54 |
|
|
2015
Q4 | $1.83M | Sell |
26,259
-6,290
| -19% | -$439K | 0.44% | 63 |
|
|
2015
Q3 | $2.25M | Buy |
32,549
+821
| +3% | +$56.6K | 0.58% | 46 |
|
|
2015
Q2 | $2.74M | Sell |
31,728
-359
| -1% | -$30.9K | 0.7% | 41 |
|
|
2015
Q1 | $2.68M | Buy |
32,087
+1,358
| +4% | +$113K | 0.69% | 40 |
|
|
2014
Q4 | $2.63M | Buy |
30,729
+2,346
| +8% | +$200K | 0.68% | 40 |
|
|
2014
Q3 | $2.89M | Buy |
28,383
+678
| +2% | +$68.9K | 0.86% | 29 |
|
|
2014
Q2 | $3.27M | Sell |
27,705
-262
| -0.9% | -$30.9K | 0.98% | 20 |
|
|
2014
Q1 | $2.73M | Buy |
27,967
+500
| +2% | +$48.8K | 0.89% | 25 |
|
|
2013
Q4 | $2.48M | Buy |
27,467
+2,490
| +10% | +$224K | 0.84% | 28 |
|
|
2013
Q3 | $2.21K | Sell |
24,977
-1,884
| -7% | -$166 | 0.69% | 33 |
|
|
2013
Q2 | $1.93M | Buy |
+26,861
| New | +$1.93M | 0.67% | 35 |
|