Journey Strategic Wealth’s Schlumberger SLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $463K | Buy |
13,700
+5,859
| +75% | +$198K | 0.02% | 307 |
|
|
2025
Q1 | $328K | Buy |
+7,841
| New | +$328K | 0.01% | 313 |
|
|
2024
Q4 | – | Sell |
-8,089
| Closed | -$339K | – | 546 |
|
|
2024
Q3 | $339K | Buy |
8,089
+681
| +9% | +$28.6K | 0.01% | 301 |
|
|
2024
Q2 | $350K | Buy |
7,408
+2,220
| +43% | +$105K | 0.01% | 217 |
|
|
2024
Q1 | $284K | Buy |
5,188
+531
| +11% | +$29.1K | 0.01% | 195 |
|
|
2023
Q4 | $242K | Buy |
+4,657
| New | +$242K | 0.01% | 173 |
|
|
2023
Q2 | – | Sell |
-4,384
| Closed | -$215K | – | 260 |
|
|
2023
Q1 | $215K | Buy |
+4,384
| New | +$215K | 0.02% | 215 |
|