Mount Yale Investment 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 | $3M | Sell |
88,868
-9,449
| -10% | -$319K | 0.23% | 89 |
|
|
2025
Q1 | $4.11M | Sell |
98,317
-7,404
| -7% | -$309K | 0.35% | 50 |
|
|
2024
Q4 | $4.05M | Buy |
105,721
+66,016
| +166% | +$2.53M | 0.33% | 60 |
|
|
2024
Q3 | $1.67M | Buy |
39,705
+1,124
| +3% | +$47.2K | 0.16% | 139 |
|
|
2024
Q2 | $1.82M | Buy |
38,581
+1,322
| +4% | +$62.4K | 0.14% | 136 |
|
|
2024
Q1 | $2.04M | Buy |
37,259
+19,178
| +106% | +$1.05M | 0.16% | 127 |
|
|
2023
Q4 | $941K | Sell |
18,081
-1,659
| -8% | -$86.3K | 0.09% | 211 |
|
|
2023
Q3 | $1.15M | Sell |
19,740
-888
| -4% | -$51.8K | 0.13% | 169 |
|
|
2023
Q2 | $1.01M | Sell |
20,628
-568
| -3% | -$27.9K | 0.11% | 188 |
|
|
2023
Q1 | $1.04M | Buy |
21,196
+8,773
| +71% | +$431K | 0.12% | 174 |
|
|
2022
Q4 | $664K | Buy |
12,423
+267
| +2% | +$14.3K | 0.08% | 249 |
|
|
2022
Q3 | $436K | Buy |
12,156
+31
| +0.3% | +$1.11K | 0.06% | 286 |
|
|
2022
Q2 | $434K | Buy |
12,125
+555
| +5% | +$19.9K | 0.05% | 304 |
|
|
2022
Q1 | $478K | Buy |
11,570
+383
| +3% | +$15.8K | 0.05% | 309 |
|
|
2021
Q4 | $335K | Buy |
11,187
+66
| +0.6% | +$1.98K | 0.03% | 344 |
|
|
2021
Q3 | $330K | Sell |
11,121
-75
| -0.7% | -$2.23K | 0.04% | 337 |
|
|
2021
Q2 | $358K | Buy |
11,196
+102
| +0.9% | +$3.26K | 0.04% | 293 |
|
|
2021
Q1 | $302K | Buy |
+11,094
| New | +$302K | 0.04% | 307 |
|
|
2018
Q4 | – | Sell |
-12,288
| Closed | -$643K | – | 696 |
|
|
2018
Q3 | $643K | Sell |
12,288
-715
| -5% | -$37.4K | 0.11% | 145 |
|
|
2018
Q2 | $872K | Sell |
13,003
-1,085
| -8% | -$72.8K | 0.17% | 122 |
|
|
2018
Q1 | $913K | Buy |
+14,088
| New | +$913K | 0.2% | 112 |
|