United Capital Financial Advisors’s Schlumberger SLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.59M | Sell |
47,076
-9,221
| -16% | -$312K | 0.01% | 488 |
|
|
2025
Q1 | $2.35M | Buy |
56,297
+5,466
| +11% | +$228K | 0.02% | 393 |
|
|
2024
Q4 | $1.95M | Sell |
50,831
-7,018
| -12% | -$269K | 0.02% | 417 |
|
|
2024
Q3 | $2.43M | Buy |
57,849
+3,795
| +7% | +$159K | 0.02% | 376 |
|
|
2024
Q2 | $2.55M | Sell |
54,054
-15,579
| -22% | -$735K | 0.02% | 356 |
|
|
2024
Q1 | $3.82M | Sell |
69,633
-7,748
| -10% | -$425K | 0.03% | 318 |
|
|
2023
Q4 | $4.03M | Sell |
77,381
-25,883
| -25% | -$1.35M | 0.03% | 316 |
|
|
2023
Q3 | $6.02M | Buy |
103,264
+3,205
| +3% | +$187K | 0.04% | 278 |
|
|
2023
Q2 | $4.91M | Sell |
100,059
-33,327
| -25% | -$1.64M | 0.03% | 316 |
|
|
2023
Q1 | $6.55M | Sell |
133,386
-92,399
| -41% | -$4.54M | 0.04% | 292 |
|
|
2022
Q4 | $12.1M | Sell |
225,785
-1,320
| -0.6% | -$70.6K | 0.07% | 227 |
|
|
2022
Q3 | $8.15M | Sell |
227,105
-21,221
| -9% | -$762K | 0.05% | 262 |
|
|
2022
Q2 | $8.88M | Buy |
248,326
+34,781
| +16% | +$1.24M | 0.05% | 267 |
|
|
2022
Q1 | $8.82M | Sell |
213,545
-8,128
| -4% | -$336K | 0.04% | 296 |
|
|
2021
Q4 | $6.64M | Sell |
221,673
-18,152
| -8% | -$544K | 0.03% | 337 |
|
|
2021
Q3 | $7.11M | Sell |
239,825
-7,882
| -3% | -$234K | 0.04% | 318 |
|
|
2021
Q2 | $7.93M | Sell |
247,707
-5,596
| -2% | -$179K | 0.04% | 306 |
|
|
2021
Q1 | $6.89M | Sell |
253,303
-2,502
| -1% | -$68K | 0.04% | 312 |
|
|
2020
Q4 | $5.58M | Sell |
255,805
-15,475
| -6% | -$338K | 0.03% | 336 |
|
|
2020
Q3 | $4.22M | Buy |
271,280
+2,330
| +0.9% | +$36.3K | 0.03% | 370 |
|
|
2020
Q2 | $4.95M | Buy |
268,950
+27,219
| +11% | +$501K | 0.04% | 361 |
|
|
2020
Q1 | $3.26M | Sell |
241,731
-64,360
| -21% | -$868K | 0.03% | 403 |
|
|
2019
Q4 | $12.3M | Sell |
306,091
-6,738
| -2% | -$271K | 0.08% | 272 |
|
|
2019
Q3 | $10.7M | Sell |
312,829
-186,240
| -37% | -$6.36M | 0.07% | 280 |
|
|
2019
Q2 | $19.8M | Buy |
499,069
+38,286
| +8% | +$1.52M | 0.13% | 166 |
|
|
2019
Q1 | $20.1M | Buy |
460,783
+175,119
| +61% | +$7.63M | 0.14% | 155 |
|
|
2018
Q4 | $10.3M | Buy |
285,664
+17,566
| +7% | +$634K | 0.08% | 247 |
|
|
2018
Q3 | $16.3M | Sell |
268,098
-13,259
| -5% | -$808K | 0.11% | 199 |
|
|
2018
Q2 | $18.9M | Sell |
281,357
-985
| -0.3% | -$66K | 0.14% | 160 |
|
|
2018
Q1 | $18.3M | Buy |
282,342
+24,518
| +10% | +$1.59M | 0.14% | 168 |
|
|
2017
Q4 | $17.4M | Sell |
257,824
-103,631
| -29% | -$6.99M | 0.14% | 173 |
|
|
2017
Q3 | $25.2M | Sell |
361,455
-602
| -0.2% | -$42K | 0.21% | 107 |
|
|
2017
Q2 | $23.8M | Buy |
362,057
+11,411
| +3% | +$751K | 0.21% | 109 |
|
|
2017
Q1 | $27.4M | Sell |
350,646
-1,650
| -0.5% | -$129K | 0.26% | 90 |
|
|
2016
Q4 | $29.6M | Buy |
352,296
+5,180
| +1% | +$435K | 0.29% | 75 |
|
|
2016
Q3 | $27.3M | Sell |
347,116
-876
| -0.3% | -$68.9K | 0.27% | 80 |
|
|
2016
Q2 | $27.5M | Buy |
347,992
+5,266
| +2% | +$416K | 0.28% | 70 |
|
|
2016
Q1 | $25.3M | Buy |
342,726
+1,331
| +0.4% | +$98.2K | 0.28% | 73 |
|
|
2015
Q4 | $23.8M | Sell |
341,395
-28,157
| -8% | -$1.96M | 0.27% | 73 |
|
|
2015
Q3 | $25.5M | Buy |
369,552
+4,370
| +1% | +$301K | 0.31% | 58 |
|
|
2015
Q2 | $31.5M | Buy |
365,182
+1,206
| +0.3% | +$104K | 0.36% | 57 |
|
|
2015
Q1 | $34.4M | Sell |
363,976
-8,980
| -2% | -$850K | 0.42% | 47 |
|
|
2014
Q4 | $31.9M | Buy |
372,956
+18,945
| +5% | +$1.62M | 0.48% | 48 |
|
|
2014
Q3 | $36M | Sell |
354,011
-6,775
| -2% | -$689K | 0.63% | 30 |
|
|
2014
Q2 | $42.6M | Sell |
360,786
-8,886
| -2% | -$1.05M | 0.79% | 22 |
|
|
2014
Q1 | $36M | Buy |
369,672
+155,056
| +72% | +$15.1M | 0.77% | 25 |
|
|
2013
Q4 | $19.3M | Buy |
214,616
+97,131
| +83% | +$8.75M | 0.66% | 30 |
|
|
2013
Q3 | $10.4M | Sell |
117,485
-222,789
| -65% | -$19.7M | 0.33% | 65 |
|
|
2013
Q2 | $24.4M | Buy |
+340,274
| New | +$24.4M | 0.65% | 36 |
|