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 |
|