Stonebridge Financial Planning Group’s Schlumberger SLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,990
| Closed | -$209K | – | 163 |
|
|
2024
Q3 | $209K | Sell |
4,990
-1,000
| -17% | -$42K | 0.1% | 153 |
|
|
2024
Q2 | $283K | Sell |
5,990
-400
| -6% | -$18.9K | 0.14% | 140 |
|
|
2024
Q1 | $350K | Sell |
6,390
-550
| -8% | -$30.1K | 0.19% | 124 |
|
|
2023
Q4 | $361K | Sell |
6,940
-900
| -11% | -$46.8K | 0.21% | 115 |
|
|
2023
Q3 | $457K | Sell |
7,840
-300
| -4% | -$17.5K | 0.29% | 87 |
|
|
2023
Q2 | $400K | Buy |
8,140
+200
| +3% | +$9.82K | 0.24% | 93 |
|
|
2023
Q1 | $390K | Buy |
7,940
+2,590
| +48% | +$127K | 0.25% | 93 |
|
|
2022
Q4 | $286K | Buy |
+5,350
| New | +$286K | 0.19% | 105 |
|