Lyell Wealth Management’s Schlumberger SLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.58M | Sell |
76,366
-47,452
| -38% | -$1.6M | 0.2% | 83 |
|
|
2025
Q1 | $5.18M | Sell |
123,818
-28,823
| -19% | -$1.2M | 0.48% | 69 |
|
|
2024
Q4 | $5.85M | Sell |
152,641
-60,601
| -28% | -$2.32M | 0.52% | 62 |
|
|
2024
Q3 | $8.95M | Sell |
213,242
-6,972
| -3% | -$292K | 0.81% | 40 |
|
|
2024
Q2 | $10.4M | Buy |
220,214
+28,799
| +15% | +$1.36M | 0.99% | 32 |
|
|
2024
Q1 | $10.5M | Buy |
191,415
+17,407
| +10% | +$954K | 1.07% | 30 |
|
|
2023
Q4 | $9.06M | Buy |
174,008
+7,772
| +5% | +$404K | 1.03% | 36 |
|
|
2023
Q3 | $9.69M | Buy |
166,236
+1,472
| +0.9% | +$85.8K | 1.3% | 22 |
|
|
2023
Q2 | $8.09M | Buy |
164,764
+10,093
| +7% | +$496K | 1.03% | 35 |
|
|
2023
Q1 | $7.59M | Buy |
154,671
+8,184
| +6% | +$402K | 1.06% | 32 |
|
|
2022
Q4 | $7.83M | Buy |
146,487
+25,897
| +21% | +$1.38M | 1.24% | 28 |
|
|
2022
Q3 | $4.33M | Buy |
120,590
+12,493
| +12% | +$448K | 0.74% | 53 |
|
|
2022
Q2 | $3.88M | Buy |
108,097
+35,587
| +49% | +$1.28M | 0.63% | 61 |
|
|
2022
Q1 | $3M | Buy |
+72,510
| New | +$3M | 0.39% | 78 |
|
|
2020
Q2 | – | Sell |
-17,810
| Closed | -$250K | – | 129 |
|
|
2020
Q1 | $250K | Sell |
17,810
-400
| -2% | -$5.62K | 0.07% | 106 |
|
|
2019
Q4 | $739K | Buy |
18,210
+3,032
| +20% | +$123K | 0.2% | 75 |
|
|
2019
Q3 | $526K | Sell |
15,178
-2,534
| -14% | -$87.8K | 0.16% | 84 |
|
|
2019
Q2 | $713K | Sell |
17,712
-195
| -1% | -$7.85K | 0.21% | 80 |
|
|
2019
Q1 | $789K | Buy |
17,907
+1,280
| +8% | +$56.4K | 0.26% | 74 |
|
|
2018
Q4 | $610K | Sell |
16,627
-11,361
| -41% | -$417K | 0.25% | 76 |
|
|
2018
Q3 | $1.72M | Buy |
27,988
+3,038
| +12% | +$186K | 0.58% | 58 |
|
|
2018
Q2 | $1.69M | Buy |
24,950
+1,260
| +5% | +$85.1K | 0.62% | 55 |
|
|
2018
Q1 | $1.55M | Buy |
23,690
+1,246
| +6% | +$81.3K | 0.57% | 59 |
|
|
2017
Q4 | $1.53M | Sell |
22,444
-7,873
| -26% | -$536K | 0.61% | 59 |
|
|
2017
Q3 | $2.13M | Sell |
30,317
-4,545
| -13% | -$319K | 0.92% | 47 |
|
|
2017
Q2 | $2.31M | Buy |
34,862
+1,501
| +4% | +$99.6K | 1.13% | 40 |
|
|
2017
Q1 | $2.62M | Buy |
33,361
+2,685
| +9% | +$211K | 1.42% | 30 |
|
|
2016
Q4 | $2.59M | Buy |
+30,676
| New | +$2.59M | 1.61% | 24 |
|