Holistic Financial Partners’s Schlumberger SLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $218K | Sell |
6,457
-218
| -3% | -$7.37K | 0.1% | 115 |
|
|
2025
Q1 | $279K | Buy |
6,675
+104
| +2% | +$4.35K | 0.13% | 88 |
|
|
2024
Q4 | $252K | Sell |
6,571
-5
| -0.1% | -$192 | 0.13% | 99 |
|
|
2024
Q3 | $276K | Buy |
6,576
+65
| +1% | +$2.73K | 0.13% | 91 |
|
|
2024
Q2 | $307K | Buy |
6,511
+446
| +7% | +$21K | 0.15% | 75 |
|
|
2024
Q1 | $332K | Buy |
6,065
+882
| +17% | +$48.3K | 0.17% | 74 |
|
|
2023
Q4 | $270K | Sell |
5,183
-737
| -12% | -$38.4K | 0.16% | 83 |
|
|
2023
Q3 | $345K | Sell |
5,920
-839
| -12% | -$48.9K | 0.23% | 59 |
|
|
2023
Q2 | $332K | Buy |
6,759
+302
| +5% | +$14.8K | 0.23% | 62 |
|
|
2023
Q1 | $317K | Sell |
6,457
-1
| -0% | -$49 | 0.25% | 67 |
|
|
2022
Q4 | $345K | Buy |
6,458
+252
| +4% | +$13.5K | 0.31% | 55 |
|
|
2022
Q3 | $223K | Buy |
+6,206
| New | +$223K | 0.22% | 76 |
|
|
2018
Q4 | – | Sell |
-4,056
| Closed | -$247K | – | 80 |
|
|
2018
Q3 | $247K | Buy |
+4,056
| New | +$247K | 0.23% | 59 |
|
|
2018
Q2 | – | Sell |
-4,056
| Closed | -$263K | – | 315 |
|
|
2018
Q1 | $263K | Hold |
4,056
| – | – | 0.22% | 51 |
|
|
2017
Q4 | $273K | Buy |
+4,056
| New | +$273K | 0.22% | 47 |
|