Omnia Family 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 | – | Sell |
-5,105
| Closed | -$215K | – | 104 |
|
|
2025
Q1 | $215K | Buy |
+5,105
| New | +$215K | 0.09% | 83 |
|
|
2024
Q3 | – | Sell |
-4,379
| Closed | -$208K | – | 87 |
|
|
2024
Q2 | $208K | Buy |
4,379
+152
| +4% | +$7.21K | 0.09% | 77 |
|
|
2024
Q1 | $233K | Buy |
4,227
+70
| +2% | +$3.86K | 0.11% | 65 |
|
|
2023
Q4 | $217K | Hold |
4,157
| – | – | 0.11% | 59 |
|
|
2023
Q3 | $243K | Hold |
4,157
| – | – | 0.15% | 55 |
|
|
2023
Q2 | $205K | Hold |
4,157
| – | – | 0.14% | 64 |
|
|
2023
Q1 | $205K | Sell |
4,157
-300
| -7% | -$14.8K | 0.16% | 62 |
|
|
2022
Q4 | $239K | Buy |
+4,457
| New | +$239K | 0.19% | 57 |
|
|
2019
Q2 | – | Sell |
-4,717
| Closed | -$208K | – | 453 |
|
|
2019
Q1 | $208K | Hold |
4,717
| – | – | 0.1% | 86 |
|
|
2018
Q4 | $172K | Buy |
4,717
+139
| +3% | +$5.07K | 0.09% | 95 |
|
|
2018
Q3 | $281K | Hold |
4,578
| – | – | 0.13% | 72 |
|
|
2018
Q2 | $309K | Hold |
4,578
| – | – | 0.14% | 65 |
|
|
2018
Q1 | $299K | Sell |
4,578
-542
| -11% | -$35.4K | 0.14% | 64 |
|
|
2017
Q4 | $348K | Buy |
5,120
+614
| +14% | +$41.7K | 0.16% | 57 |
|
|
2017
Q3 | $317K | Sell |
4,506
-85
| -2% | -$5.98K | 0.15% | 55 |
|
|
2017
Q2 | $305K | Sell |
4,591
-225
| -5% | -$14.9K | 0.15% | 58 |
|
|
2017
Q1 | $376K | Hold |
4,816
| – | – | 0.18% | 52 |
|
|
2016
Q4 | $407K | Buy |
+4,816
| New | +$407K | 0.2% | 52 |
|