SWA
SOA Wealth Advisors’s Schlumberger SLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $509 | Sell |
15
-2,933
| -99% | -$99.5K | ﹤0.01% | 783 |
|
|
2025
Q1 | $3.56K | Buy |
2,948
+2,933
| +19,553% | +$3.54K | ﹤0.01% | 665 |
|
|
2024
Q4 | $569 | Hold |
15
| – | – | ﹤0.01% | 771 |
|
|
2024
Q3 | $619 | Hold |
15
| – | – | ﹤0.01% | 743 |
|
|
2024
Q2 | $692 | Sell |
15
-34
| -69% | -$1.57K | ﹤0.01% | 748 |
|
|
2024
Q1 | $2.66K | Hold |
49
| – | – | ﹤0.01% | 675 |
|
|
2023
Q4 | $2.53K | Buy |
49
+1
| +2% | +$52 | ﹤0.01% | 675 |
|
|
2023
Q3 | $2.83K | Hold |
48
| – | – | ﹤0.01% | 679 |
|
|
2023
Q2 | $2.38K | Hold |
48
| – | – | ﹤0.01% | 707 |
|
|
2023
Q1 | $2.37K | Sell |
48
-97
| -67% | -$4.8K | ﹤0.01% | 709 |
|
|
2022
Q4 | $7.77K | Sell |
145
-22
| -13% | -$1.18K | ﹤0.01% | 558 |
|
|
2022
Q3 | $6K | Sell |
167
-79
| -32% | -$2.84K | ﹤0.01% | 588 |
|
|
2022
Q2 | $8K | Sell |
246
-3,050
| -93% | -$99.2K | ﹤0.01% | 532 |
|
|
2022
Q1 | $136K | Buy |
3,296
+1
| +0% | +$41 | 0.03% | 205 |
|
|
2021
Q4 | $98K | Hold |
3,295
| – | – | 0.02% | 219 |
|
|
2021
Q3 | $97K | Sell |
3,295
-6
| -0.2% | -$177 | 0.02% | 221 |
|
|
2021
Q2 | $105K | Buy |
3,301
+1,204
| +57% | +$38.3K | 0.03% | 208 |
|
|
2021
Q1 | $57K | Sell |
2,097
-122
| -5% | -$3.32K | 0.02% | 255 |
|
|
2020
Q4 | $59K | Buy |
+2,219
| New | +$59K | 0.02% | 242 |
|