Great Valley Advisor Group’s Schlumberger SLB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$429K Sell
12,681
-8,516
-40% -$288K 0.01% 649
2025
Q1
$886K Sell
21,197
-14,603
-41% -$610K 0.02% 470
2024
Q4
$1.37M Buy
35,800
+21,776
+155% +$835K 0.03% 382
2024
Q3
$588K Sell
14,024
-6,449
-32% -$270K 0.01% 525
2024
Q2
$966K Buy
20,473
+2,386
+13% +$113K 0.03% 393
2024
Q1
$991K Buy
18,087
+3,171
+21% +$174K 0.03% 371
2023
Q4
$776K Buy
14,916
+9,593
+180% +$499K 0.03% 379
2023
Q3
$311K Buy
+5,323
New +$311K 0.01% 540
2023
Q2
Sell
-6,578
Closed -$323K 741
2023
Q1
$323K Buy
6,578
+751
+13% +$36.9K 0.02% 523
2022
Q4
$312K Buy
+5,827
New +$312K 0.02% 532
2020
Q1
Sell
-17,324
Closed -$697K 368
2019
Q4
$697K Buy
+17,324
New +$697K 0.16% 174