Kingswood 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 | $507K | Sell |
14,990
-104
| -0.7% | -$3.52K | 0.04% | 409 |
|
|
2025
Q1 | $631K | Sell |
15,094
-523
| -3% | -$21.9K | 0.06% | 341 |
|
|
2024
Q4 | $599K | Buy |
15,617
+1,441
| +10% | +$55.2K | 0.05% | 392 |
|
|
2024
Q3 | $595K | Buy |
14,176
+1,207
| +9% | +$50.6K | 0.04% | 412 |
|
|
2024
Q2 | $612K | Sell |
12,969
-975
| -7% | -$46K | 0.06% | 334 |
|
|
2024
Q1 | $764K | Buy |
13,944
+745
| +6% | +$40.8K | 0.09% | 254 |
|
|
2023
Q4 | $687K | Sell |
13,199
-2,512
| -16% | -$131K | 0.08% | 277 |
|
|
2023
Q3 | $916K | Buy |
15,711
+6,036
| +62% | +$352K | 0.16% | 153 |
|
|
2023
Q2 | $475K | Buy |
+9,675
| New | +$475K | 0.15% | 144 |
|