JFS Wealth Advisors’s Schlumberger SLB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $9.58K | Sell |
283
-136
| -32% | -$4.6K | ﹤0.01% | 877 |
|
2025
Q1 | $17.5K | Sell |
419
-1
| -0.2% | -$42 | ﹤0.01% | 698 |
|
2024
Q4 | $16.1K | Sell |
420
-82
| -16% | -$3.14K | ﹤0.01% | 701 |
|
2024
Q3 | $21.1K | Sell |
502
-137
| -21% | -$5.75K | ﹤0.01% | 629 |
|
2024
Q2 | $30.1K | Sell |
639
-2
| -0.3% | -$94 | ﹤0.01% | 508 |
|
2024
Q1 | $35.1K | Buy |
641
+85
| +15% | +$4.66K | ﹤0.01% | 502 |
|
2023
Q4 | $28.9K | Buy |
556
+15
| +3% | +$781 | ﹤0.01% | 509 |
|
2023
Q3 | $31.5K | Sell |
541
-2
| -0.4% | -$117 | ﹤0.01% | 445 |
|
2023
Q2 | $26.7K | Sell |
543
-98
| -15% | -$4.81K | ﹤0.01% | 475 |
|
2023
Q1 | $31.5K | Sell |
641
-41
| -6% | -$2.01K | ﹤0.01% | 437 |
|
2022
Q4 | $36.5K | Sell |
682
-124
| -15% | -$6.63K | ﹤0.01% | 411 |
|
2022
Q3 | $29K | Sell |
806
-324
| -29% | -$11.7K | ﹤0.01% | 491 |
|
2022
Q2 | $40K | Buy |
1,130
+512
| +83% | +$18.1K | ﹤0.01% | 437 |
|
2022
Q1 | $26K | Buy |
618
+302
| +96% | +$12.7K | ﹤0.01% | 546 |
|
2021
Q4 | $9K | Buy |
316
+216
| +216% | +$6.15K | ﹤0.01% | 708 |
|
2021
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 755 |
|
2021
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 536 |
|
2021
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 523 |
|
2020
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 538 |
|
2020
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 518 |
|
2020
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 497 |
|
2020
Q1 | $1K | Hold |
100
| – | – | ﹤0.01% | 487 |
|
2019
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 422 |
|
2019
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 436 |
|
2019
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 411 |
|
2019
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 407 |
|
2018
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 399 |
|
2018
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 450 |
|
2018
Q2 | $7K | Sell |
100
-97
| -49% | -$6.79K | ﹤0.01% | 395 |
|
2018
Q1 | $13K | Buy |
197
+3
| +2% | +$198 | ﹤0.01% | 349 |
|
2017
Q4 | $13K | Sell |
194
-406
| -68% | -$27.2K | ﹤0.01% | 366 |
|
2017
Q3 | $42K | Buy |
600
+500
| +500% | +$35K | 0.01% | 257 |
|
2017
Q2 | $7K | Sell |
100
-4,356
| -98% | -$305K | ﹤0.01% | 359 |
|
2017
Q1 | $374K | Hold |
4,456
| – | – | 0.1% | 97 |
|
2016
Q4 | $374K | Hold |
4,456
| – | – | 0.1% | 97 |
|
2016
Q3 | $350K | Hold |
4,456
| – | – | 0.1% | 96 |
|
2016
Q2 | $352K | Sell |
4,456
-22
| -0.5% | -$1.74K | 0.1% | 117 |
|
2016
Q1 | $330K | Sell |
4,478
-129
| -3% | -$9.51K | 0.1% | 102 |
|
2015
Q4 | $322K | Buy |
4,607
+151
| +3% | +$10.6K | 0.09% | 105 |
|
2015
Q3 | $307K | Sell |
4,456
-822
| -16% | -$56.6K | 0.14% | 82 |
|
2015
Q2 | $455K | Buy |
5,278
+691
| +15% | +$59.6K | 0.23% | 58 |
|
2015
Q1 | $383K | Buy |
4,587
+105
| +2% | +$8.77K | 0.18% | 62 |
|
2014
Q4 | $383K | Buy |
4,482
+141
| +3% | +$12K | 0.06% | 61 |
|
2014
Q3 | $441K | Buy |
4,341
+19
| +0.4% | +$1.93K | 0.08% | 48 |
|
2014
Q2 | $510K | Buy |
+4,322
| New | +$510K | 0.09% | 48 |
|