Next Financial Group’s Schlumberger SLB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
$86K Sell
2,854
-477
-14% -$14.4K 0.01% 1249
2021
Q3
$99K Sell
3,331
-3,566
-52% -$106K 0.01% 1112
2021
Q2
$221K Buy
6,897
+4,778
+225% +$153K 0.02% 790
2021
Q1
$58K Sell
2,119
-5,458
-72% -$149K 0.01% 1225
2020
Q4
$166K Sell
7,577
-2,902
-28% -$63.6K 0.02% 782
2020
Q3
$164K Buy
+10,479
New +$164K 0.02% 692
2020
Q2
Sell
-3,320
Closed -$44K 1694
2020
Q1
$44K Sell
3,320
-11,113
-77% -$147K 0.01% 1030
2019
Q4
$584K Buy
14,433
+4,792
+50% +$194K 0.06% 332
2019
Q3
$332K Buy
9,641
+1,547
+19% +$53.3K 0.04% 464
2019
Q2
$321K Buy
8,094
+1,581
+24% +$62.7K 0.03% 497
2019
Q1
$283K Buy
6,513
+4,848
+291% +$211K 0.07% 276
2018
Q4
$60K Buy
1,665
+1,135
+214% +$40.9K 0.01% 755
2018
Q3
$32K Buy
+530
New +$32K 0.01% 647
2017
Q4
Sell
-3,691
Closed -$248K 1229
2017
Q3
$248K Buy
3,691
+637
+21% +$42.8K 0.07% 268
2017
Q2
$201K Buy
3,054
+1,052
+53% +$69.2K 0.05% 352
2017
Q1
$145K Sell
2,002
-4,689
-70% -$340K 0.04% 391
2016
Q4
$562K Sell
6,691
-122
-2% -$10.2K 0.1% 234
2016
Q3
$536K Buy
6,813
+3,705
+119% +$291K 0.1% 225
2016
Q2
$245K Sell
3,108
-166
-5% -$13.1K 0.08% 260
2016
Q1
$241K Sell
3,274
-1,425
-30% -$105K 0.09% 242
2015
Q4
$327K Sell
4,699
-315
-6% -$21.9K 0.12% 167
2015
Q3
$345K Buy
5,014
+2,000
+66% +$138K 0.12% 177
2015
Q2
$259K Sell
3,014
-253
-8% -$21.7K 0.09% 241
2015
Q1
$272K Sell
3,267
-81
-2% -$6.74K 0.09% 248
2014
Q4
$286K Sell
3,348
-2,327
-41% -$199K 0.1% 235
2014
Q3
$577K Buy
+5,675
New +$577K 0.11% 201