Oxford Financial Group’s Schlumberger SLB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$309K Sell
9,132
-103
-1% -$3.48K 0.02% 170
2025
Q1
$386K Hold
9,235
0.03% 149
2024
Q4
$354K Sell
9,235
-117
-1% -$4.49K 0.02% 189
2024
Q3
$392K Sell
9,352
-1,084
-10% -$45.5K 0.02% 169
2024
Q2
$492K Buy
10,436
+300
+3% +$14.2K 0.03% 153
2024
Q1
$556K Buy
10,136
+340
+3% +$18.6K 0.04% 122
2023
Q4
$510K Sell
9,796
-123
-1% -$6.4K 0.04% 137
2023
Q3
$578K Sell
9,919
-3,006
-23% -$175K 0.05% 108
2023
Q2
$635K Buy
12,925
+2,527
+24% +$124K 0.06% 113
2023
Q1
$511K Hold
10,398
0.06% 111
2022
Q4
$556K Buy
10,398
+479
+5% +$25.6K 0.06% 100
2022
Q3
$356K Sell
9,919
-223
-2% -$8K 0.05% 122
2022
Q2
$363K Buy
10,142
+223
+2% +$7.98K 0.05% 131
2022
Q1
$410K Hold
9,919
0.05% 131
2021
Q4
$297K Hold
9,919
0.03% 163
2021
Q3
$294K Buy
9,919
+155
+2% +$4.59K 0.04% 154
2021
Q2
$313K Hold
9,764
0.04% 144
2021
Q1
$265K Hold
9,764
0.04% 155
2020
Q4
$213K Buy
+9,764
New +$213K 0.03% 164
2020
Q2
Sell
-10,068
Closed -$136K 207
2020
Q1
$136K Buy
+10,068
New +$136K 0.03% 159