SBL
Sargent Bickham Lagudis’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.52M | Buy |
8,472
+455
| +6% | +$81.7K | 0.12% | 116 |
|
|
2022
Q3 | $1.15M | Sell |
8,017
-97
| -1% | -$13.9K | 0.1% | 122 |
|
|
2022
Q2 | $1.17M | Buy |
8,114
+13
| +0.2% | +$1.88K | 0.1% | 126 |
|
|
2022
Q1 | $1.32M | Sell |
8,101
-236
| -3% | -$38.4K | 0.1% | 119 |
|
|
2021
Q4 | $978K | Buy |
8,337
+204
| +3% | +$23.9K | 0.07% | 134 |
|
|
2021
Q3 | $825K | Buy |
8,133
+3,393
| +72% | +$344K | 0.07% | 133 |
|
|
2021
Q2 | $497K | Buy |
4,740
+1,116
| +31% | +$117K | 0.04% | 174 |
|
|
2021
Q1 | $380K | Buy |
3,624
+18
| +0.5% | +$1.89K | 0.03% | 181 |
|
|
2020
Q4 | $305K | Buy |
3,606
+316
| +10% | +$26.7K | 0.03% | 193 |
|
|
2020
Q3 | $237K | Sell |
3,290
-108
| -3% | -$7.78K | 0.02% | 193 |
|
|
2020
Q2 | $303K | Sell |
3,398
-277
| -8% | -$24.7K | 0.03% | 173 |
|
|
2020
Q1 | $266K | Sell |
3,675
-1,030
| -22% | -$74.6K | 0.03% | 178 |
|
|
2019
Q4 | $567K | Buy |
4,705
+478
| +11% | +$57.6K | 0.06% | 137 |
|
|
2019
Q3 | $501K | Sell |
4,227
-1,474
| -26% | -$175K | 0.06% | 136 |
|
|
2019
Q2 | $709K | Sell |
5,701
-561
| -9% | -$69.8K | 0.08% | 125 |
|
|
2019
Q1 | $771K | Sell |
6,262
-1,871
| -23% | -$230K | 0.09% | 128 |
|
|
2018
Q4 | $885K | Buy |
8,133
+119
| +1% | +$12.9K | 0.11% | 115 |
|
|
2018
Q3 | $980K | Sell |
8,014
-42
| -0.5% | -$5.14K | 0.12% | 117 |
|
|
2018
Q2 | $1.02M | Sell |
8,056
-137
| -2% | -$17.3K | 0.13% | 115 |
|
|
2018
Q1 | $934K | Sell |
8,193
-251
| -3% | -$28.6K | 0.12% | 115 |
|
|
2017
Q4 | $1.06M | Sell |
8,444
-354
| -4% | -$44.3K | 0.13% | 120 |
|
|
2017
Q3 | $1.03M | Sell |
8,798
-435
| -5% | -$51.1K | 0.13% | 120 |
|
|
2017
Q2 | $963K | Sell |
9,233
-565
| -6% | -$58.9K | 0.12% | 121 |
|
|
2017
Q1 | $1.05M | Buy |
9,798
+437
| +5% | +$46.9K | 0.14% | 119 |
|
|
2016
Q4 | $1.1M | Buy |
9,361
+9,158
| +4,511% | +$1.08M | 0.17% | 110 |
|
|
2016
Q3 | $984 | Sell |
203
-9,019
| -98% | -$43.7K | 0.15% | 115 |
|
|
2016
Q2 | $967K | Buy |
9,222
+477
| +5% | +$50K | 0.15% | 112 |
|
|
2016
Q1 | $834K | Buy |
+8,745
| New | +$834K | 0.13% | 116 |
|