OneDigital 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 | $327K | Sell |
9,685
-3,576
| -27% | -$121K | ﹤0.01% | 1112 |
|
2025
Q1 | $554K | Buy |
13,261
+2,794
| +27% | +$117K | 0.01% | 820 |
|
2024
Q4 | $401K | Sell |
10,467
-30,248
| -74% | -$1.16M | ﹤0.01% | 983 |
|
2024
Q3 | $1.71M | Buy |
40,715
+284
| +0.7% | +$11.9K | 0.02% | 485 |
|
2024
Q2 | $1.91M | Buy |
40,431
+21,834
| +117% | +$1.03M | 0.02% | 431 |
|
2024
Q1 | $1.02M | Buy |
18,597
+1,206
| +7% | +$66.1K | 0.02% | 501 |
|
2023
Q4 | $905K | Buy |
17,391
+993
| +6% | +$51.7K | 0.02% | 515 |
|
2023
Q3 | $956K | Sell |
16,398
-102
| -0.6% | -$5.95K | 0.02% | 436 |
|
2023
Q2 | $811K | Buy |
16,500
+10,688
| +184% | +$525K | 0.02% | 469 |
|
2023
Q1 | $285K | Buy |
5,812
+1,743
| +43% | +$85.6K | 0.01% | 800 |
|
2022
Q4 | $218K | Buy |
+4,069
| New | +$218K | 0.01% | 750 |
|
2020
Q1 | – | Sell |
-5,908
| Closed | -$238K | – | 575 |
|
2019
Q4 | $238K | Buy |
+5,908
| New | +$238K | 0.02% | 459 |
|
2019
Q3 | – | Sell |
-712
| Closed | -$28K | – | 1012 |
|
2019
Q2 | $28K | Hold |
712
| – | – | ﹤0.01% | 712 |
|
2019
Q1 | $31K | Sell |
712
-5
| -0.7% | -$218 | ﹤0.01% | 616 |
|
2018
Q4 | $26K | Sell |
717
-1,474
| -67% | -$53.5K | ﹤0.01% | 621 |
|
2018
Q3 | $134K | Buy |
2,191
+7
| +0.3% | +$428 | 0.03% | 239 |
|
2018
Q2 | $147K | Sell |
2,184
-12
| -0.5% | -$808 | 0.03% | 277 |
|
2018
Q1 | $142K | Buy |
2,196
+154
| +8% | +$9.96K | 0.03% | 284 |
|
2017
Q4 | $138K | Sell |
2,042
-1
| -0% | -$68 | 0.02% | 286 |
|
2017
Q3 | $143K | Sell |
2,043
-309
| -13% | -$21.6K | 0.05% | 177 |
|
2017
Q2 | $154K | Buy |
+2,352
| New | +$154K | 0.05% | 235 |
|