SIA
Soltis Investment Advisors’s Schlumberger SLB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $338K | Sell |
10,006
-2,103
| -17% | -$71.1K | 0.03% | 301 |
|
2025
Q1 | $506K | Sell |
12,109
-5,975
| -33% | -$250K | 0.05% | 239 |
|
2024
Q4 | $693K | Buy |
18,084
+350
| +2% | +$13.4K | 0.06% | 201 |
|
2024
Q3 | $744K | Buy |
17,734
+8,765
| +98% | +$368K | 0.07% | 177 |
|
2024
Q2 | $423K | Buy |
8,969
+4,493
| +100% | +$212K | 0.04% | 225 |
|
2024
Q1 | $245K | Buy |
4,476
+143
| +3% | +$7.84K | 0.03% | 264 |
|
2023
Q4 | $225K | Buy |
4,333
+118
| +3% | +$6.14K | 0.03% | 260 |
|
2023
Q3 | $246K | Buy |
+4,215
| New | +$246K | 0.03% | 239 |
|
2020
Q1 | – | Sell |
-5,952
| Closed | -$239K | – | 176 |
|
2019
Q4 | $239K | Buy |
+5,952
| New | +$239K | 0.05% | 134 |
|