SageView Advisory Group’s Schlumberger SLB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-7,901
Closed -$373K 567
2024
Q2
$373K Buy
7,901
+3,125
+65% +$147K 0.02% 390
2024
Q1
$506K Sell
4,776
-2,179
-31% -$231K 0.03% 320
2023
Q4
$343K Buy
6,955
+3,145
+83% +$155K 0.01% 472
2023
Q3
$222K Buy
+3,810
New +$222K 0.01% 492