SFA
Sequoia Financial Advisors’s Schlumberger SLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.44M | Sell |
72,281
-8,759
| -11% | -$296K | 0.02% | 423 |
|
|
2025
Q1 | $3.39M | Sell |
81,040
-415,944
| -84% | -$17.4M | 0.03% | 333 |
|
|
2024
Q4 | $19.1M | Buy |
496,984
+22,147
| +5% | +$849K | 0.18% | 112 |
|
|
2024
Q3 | $19.9M | Buy |
474,837
+9,381
| +2% | +$394K | 0.21% | 98 |
|
|
2024
Q2 | $22M | Buy |
465,456
+6,403
| +1% | +$302K | 0.26% | 87 |
|
|
2024
Q1 | $25.2M | Buy |
459,053
+316,130
| +221% | +$17.3M | 0.31% | 74 |
|
|
2023
Q4 | $7.44M | Buy |
142,923
+127,466
| +825% | +$6.63M | 0.09% | 176 |
|
|
2023
Q3 | $901K | Buy |
15,457
+1,036
| +7% | +$60.4K | 0.02% | 366 |
|
|
2023
Q2 | $708K | Sell |
14,421
-2,382
| -14% | -$117K | 0.01% | 421 |
|
|
2023
Q1 | $825K | Buy |
16,803
+617
| +4% | +$30.3K | 0.02% | 351 |
|
|
2022
Q4 | $865K | Buy |
16,186
+7,440
| +85% | +$398K | 0.02% | 319 |
|
|
2022
Q3 | $314K | Sell |
8,746
-410
| -4% | -$14.7K | 0.01% | 378 |
|
|
2022
Q2 | $327K | Sell |
9,156
-976
| -10% | -$34.9K | 0.01% | 415 |
|
|
2022
Q1 | $419K | Buy |
+10,132
| New | +$419K | 0.01% | 400 |
|
|
2020
Q1 | – | Sell |
-9,856
| Closed | -$396K | – | 401 |
|
|
2019
Q4 | $396K | Sell |
9,856
-1,407
| -12% | -$56.5K | 0.03% | 254 |
|
|
2019
Q3 | $385K | Buy |
11,263
+1,942
| +21% | +$66.4K | 0.03% | 232 |
|
|
2019
Q2 | $370K | Sell |
9,321
-93
| -1% | -$3.69K | 0.03% | 248 |
|
|
2019
Q1 | $410K | Buy |
9,414
+2,226
| +31% | +$96.9K | 0.03% | 220 |
|
|
2018
Q4 | $259K | Buy |
7,188
+455
| +7% | +$16.4K | 0.03% | 237 |
|
|
2018
Q3 | $410K | Sell |
6,733
-780
| -10% | -$47.5K | 0.04% | 180 |
|
|
2018
Q2 | $504K | Buy |
7,513
+237
| +3% | +$15.9K | 0.05% | 157 |
|
|
2018
Q1 | $471K | Buy |
7,276
+669
| +10% | +$43.3K | 0.05% | 164 |
|
|
2017
Q4 | $445K | Buy |
6,607
+1,904
| +40% | +$128K | 0.05% | 178 |
|
|
2017
Q3 | $328K | Buy |
4,703
+376
| +9% | +$26.2K | 0.04% | 201 |
|
|
2017
Q2 | $285K | Sell |
4,327
-52
| -1% | -$3.43K | 0.04% | 215 |
|
|
2017
Q1 | $342K | Sell |
4,379
-15
| -0.3% | -$1.17K | 0.04% | 178 |
|
|
2016
Q4 | $369K | Sell |
4,394
-180
| -4% | -$15.1K | 0.05% | 166 |
|
|
2016
Q3 | $360K | Sell |
4,574
-3,261
| -42% | -$257K | 0.07% | 147 |
|
|
2016
Q2 | $620K | Buy |
7,835
+3,393
| +76% | +$268K | 0.17% | 98 |
|
|
2016
Q1 | $328K | Sell |
4,442
-115
| -3% | -$8.49K | 0.11% | 132 |
|
|
2015
Q4 | $318K | Buy |
4,557
+490
| +12% | +$34.2K | 0.13% | 122 |
|
|
2015
Q3 | $280K | Sell |
4,067
-199
| -5% | -$13.7K | 0.12% | 126 |
|
|
2015
Q2 | $368K | Buy |
4,266
+104
| +2% | +$8.97K | 0.16% | 116 |
|
|
2015
Q1 | $347K | Sell |
4,162
-216
| -5% | -$18K | 0.16% | 115 |
|
|
2014
Q4 | $374K | Sell |
4,378
-20
| -0.5% | -$1.71K | 0.26% | 87 |
|
|
2014
Q3 | $447K | Sell |
4,398
-124
| -3% | -$12.6K | 0.31% | 78 |
|
|
2014
Q2 | $533K | Buy |
4,522
+659
| +17% | +$77.7K | 0.41% | 62 |
|
|
2014
Q1 | $377K | Buy |
3,863
+1,290
| +50% | +$126K | 0.31% | 85 |
|
|
2013
Q4 | $232K | Buy |
+2,573
| New | +$232K | 0.19% | 122 |
|