Optimum Investment Advisors’s SLB Ltd SLB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$5.05K Sell
147
-3
-2% -$104 ﹤0.01% 545
2025
Q2
$5.07K Hold
150
﹤0.01% 551
2025
Q1
$6.27K Hold
150
﹤0.01% 546
2024
Q4
$5.75K Hold
150
﹤0.01% 544
2024
Q3
$6.29K Hold
150
﹤0.01% 557
2024
Q2
$7.08K Hold
150
﹤0.01% 546
2024
Q1
$8.22K Hold
150
﹤0.01% 538
2023
Q4
$7.81K Sell
150
-4
-3% -$217 ﹤0.01% 532
2023
Q3
$8.98K Buy
154
+4
+3% +$232 ﹤0.01% 555
2023
Q2
$7.37K Hold
150
﹤0.01% 577
2023
Q1
$7.37K Hold
150
﹤0.01% 585
2022
Q4
$8.02K Hold
150
﹤0.01% 589
2022
Q3
$5K Hold
150
﹤0.01% 662
2022
Q2
$5K Hold
150
﹤0.01% 691
2022
Q1
$6K Hold
150
﹤0.01% 717
2021
Q4
$4K Hold
150
﹤0.01% 750
2021
Q3
$4K Sell
150
-1,777
-92% -$50.9K ﹤0.01% 764
2021
Q2
$62K Sell
1,927
-143
-7% -$4.39K 0.02% 458
2021
Q1
$56K Hold
2,070
0.02% 478
2020
Q4
$45K Hold
2,070
0.01% 495
2020
Q3
$32K Buy
2,070
+1,177
+132% +$21.9K 0.01% 519
2020
Q2
$16K Sell
893
-392
-31% -$6.87K 0.01% 641
2020
Q1
$17K Sell
1,285
-900
-41% -$26K 0.01% 611
2019
Q4
$88K Sell
2,185
-1,692
-44% -$60.4K 0.03% 410
2019
Q3
$132K Sell
3,877
-1,131
-23% -$41.3K 0.04% 323
2019
Q2
$199K Sell
5,008
-1,173
-19% -$47.3K 0.06% 267
2019
Q1
$269K Buy
6,181
+219
+4% +$9.47K 0.09% 228
2018
Q4
$215K Sell
5,962
-4,062
-41% -$200K 0.07% 242
2018
Q3
$611K Sell
10,024
-7,034
-41% -$453K 0.17% 144
2018
Q2
$1.14M Sell
17,058
-314
-2% -$21.6K 0.33% 80
2018
Q1
$1.13M Sell
17,372
-66
-0.4% -$4.61K 0.33% 79
2017
Q4
$1.18M Sell
17,438
-2,486
-12% -$161K 0.37% 75
2017
Q3
$1.39M Sell
19,924
-2,614
-12% -$173K 0.47% 54
2017
Q2
$1.48M Buy
22,538
+409
+2% +$29.3K 0.51% 51
2017
Q1
$1.73M Sell
22,129
-291
-1% -$23.8K 0.61% 39
2016
Q4
$1.88M Buy
22,420
+159
+0.7% +$13K 0.71% 37
2016
Q3
$1.75M Buy
22,261
+11,519
+107% +$914K 0.66% 35
2016
Q2
$849K Buy
10,742
+1,127
+12% +$86.4K 0.33% 89
2016
Q1
$709K Sell
9,615
-1,084
-10% -$76.2K 0.28% 110
2015
Q4
$746K Sell
10,699
-13
-0.1% -$973 0.29% 105
2015
Q3
$739K Buy
+10,712
New +$848K 0.3% 102
2015
Q1
$1.1M Buy
13,221
+207
+2% +$17.2K 0.35% 73
2014
Q4
$1.11M Sell
13,014
-389
-3% -$35.8K 0.36% 73
2014
Q3
$1.36M Buy
13,403
+764
+6% +$83.3K 0.45% 53
2014
Q2
$1.49M Buy
12,639
+1,006
+9% +$104K 0.48% 50
2014
Q1
$1.13M Sell
11,633
-1,100
-9% -$99.5K 0.43% 61
2013
Q4
$1.15M Sell
12,733
-946
-7% -$85.4K 0.43% 65
2013
Q3
$1.21M Buy
+13,679
New +$1.12M 0.5% 58

Other funds holding SLB

Optimum Investment Advisors's SLB Position: Q3 2025 in Review

Optimum Investment Advisors reduced its SLB Ltd (SLB) stake by 2% in Q3 2025, selling an estimated $104 and leaving 147 shares worth $5.05K. The position accounts for ﹤0.01% of the portfolio, ranked #545.

Optimum Investment Advisors first reported a position in SLB in Q3 2013 and has held it in 48 quarters since. The position peaked at $1.88M in Q4 2016. 1,489 funds tracked by Wall St. Rank hold SLB as of Q3 2025.

  • Optimum Investment Advisors held 147 shares of SLB Ltd worth $5.05K as of Q3 2025.
  • Optimum Investment Advisors sold 3 SLB Ltd shares in Q3 2025, an estimated $104.
  • SLB Ltd made up ﹤0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #545 holding.
  • Optimum Investment Advisors first reported a position in SLB Ltd in Q3 2013 and has held it in 48 quarters since.
  • Optimum Investment Advisors's SLB Ltd position peaked at $1.88M in Q4 2016.
  • 1,489 funds tracked by Wall St. Rank held SLB Ltd as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.