Live Oak Private 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
$6.24M Buy
184,501
+8,494
+5% +$287K 0.93% 41
2025
Q1
$7.36M Buy
176,007
+48,607
+38% +$2.03M 1.19% 31
2024
Q4
$4.88M Sell
127,400
-39,041
-23% -$1.5M 0.82% 49
2024
Q3
$6.98M Buy
+166,441
New +$6.98M 1.13% 36
2020
Q4
Sell
-24,806
Closed -$386K 148
2020
Q3
$386K Sell
24,806
-13,325
-35% -$207K 0.13% 99
2020
Q2
$701K Sell
38,131
-566
-1% -$10.4K 0.25% 74
2020
Q1
$522K Buy
38,697
+15,515
+67% +$209K 0.54% 38
2019
Q4
$932K Buy
+23,182
New +$932K 0.91% 30