Summit Financial Group’s Schlumberger SLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $671K | Sell |
12,237
-395
| -3% | -$21.7K | 0.24% | 104 |
|
|
2023
Q4 | $657K | Hold |
12,632
| – | – | 0.25% | 104 |
|
|
2023
Q3 | $736K | Sell |
12,632
-925
| -7% | -$53.9K | 0.31% | 89 |
|
|
2023
Q2 | $666K | Sell |
13,557
-1,000
| -7% | -$49.1K | 0.26% | 103 |
|
|
2023
Q1 | $715K | Buy |
14,557
+200
| +1% | +$9.82K | 0.27% | 101 |
|
|
2022
Q4 | $767K | Buy |
14,357
+1,400
| +11% | +$74.8K | 0.3% | 93 |
|
|
2022
Q3 | $465K | Hold |
12,957
| – | – | 0.19% | 122 |
|
|
2022
Q2 | $463K | Buy |
12,957
+1,300
| +11% | +$46.5K | 0.18% | 125 |
|
|
2022
Q1 | $482K | Sell |
11,657
-1,300
| -10% | -$53.8K | 0.16% | 127 |
|
|
2021
Q4 | $388K | Hold |
12,957
| – | – | 0.13% | 146 |
|
|
2021
Q3 | $385K | Hold |
12,957
| – | – | 0.14% | 143 |
|
|
2021
Q2 | $415K | Buy |
12,957
+1,300
| +11% | +$41.6K | 0.16% | 136 |
|
|
2021
Q1 | $317K | Sell |
11,657
-832
| -7% | -$22.6K | 0.13% | 141 |
|
|
2020
Q4 | $273K | Sell |
12,489
-418
| -3% | -$9.14K | 0.12% | 137 |
|
|
2020
Q3 | $201K | Hold |
12,907
| – | – | 0.1% | 152 |
|
|
2020
Q2 | $237K | Sell |
12,907
-200
| -2% | -$3.67K | 0.12% | 136 |
|
|
2020
Q1 | $177K | Buy |
13,107
+180
| +1% | +$2.43K | 0.11% | 137 |
|
|
2019
Q4 | $520K | Sell |
12,927
-2,000
| -13% | -$80.5K | 0.25% | 91 |
|
|
2019
Q3 | $511K | Sell |
14,927
-623
| -4% | -$21.3K | 0.26% | 91 |
|
|
2019
Q2 | $618K | Hold |
15,550
| – | – | 0.28% | 86 |
|
|
2019
Q1 | $677K | Sell |
15,550
-616
| -4% | -$26.8K | 0.53% | 57 |
|
|
2018
Q4 | $583K | Hold |
16,166
| – | – | 0.49% | 61 |
|
|
2018
Q3 | $985K | Sell |
16,166
-1,666
| -9% | -$102K | 0.73% | 47 |
|
|
2018
Q2 | $1.2M | Sell |
17,832
-1,643
| -8% | -$110K | 0.93% | 33 |
|
|
2018
Q1 | $1.26M | Buy |
19,475
+322
| +2% | +$20.9K | 0.99% | 31 |
|
|
2017
Q4 | $1.29M | Sell |
19,153
-1,434
| -7% | -$96.6K | 1.06% | 31 |
|
|
2017
Q3 | $1.44M | Sell |
20,587
-200
| -1% | -$14K | 1.2% | 24 |
|
|
2017
Q2 | $1.37M | Buy |
+20,787
| New | +$1.37M | 1.19% | 23 |
|