Valeo Financial Advisors’s Schlumberger SLB Stock Holding History

Valeo Financial Advisors’s Portfolio SLB Stock Details SLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$792K	Sell	23,434 -2,340	-9%	-$79.1K	0.02%	348
2025 Q1	$1.08M	Sell	25,774 -1,666	-6%	-$69.6K	0.03%	250
2024 Q4	$1.05M	Sell	27,440 -3,685	-12%	-$141K	0.03%	248
2024 Q3	$1.31M	Buy	31,125 +7,589	+32%	+$318K	0.04%	211
2024 Q2	$1.11M	Sell	23,536 -1,025	-4%	-$48.4K	0.03%	223
2024 Q1	$1.21M	Sell	24,561 -3,572	-13%	-$175K	0.04%	206
2023 Q4	$1.46M	Sell	28,133 -1,781	-6%	-$92.7K	0.06%	174
2023 Q3	$1.74M	Buy	29,914 +1,119	+4%	+$65.2K	0.08%	140
2023 Q2	$1.41M	Sell	28,795 -220	-0.8%	-$10.8K	0.06%	161
2023 Q1	$1.42M	Buy	29,015 +453	+2%	+$22.2K	0.07%	169
2022 Q4	$1.53M	Buy	28,562 +1,333	+5%	+$71.3K	0.08%	141
2022 Q3	$978K	Sell	27,229 -6,396	-19%	-$230K	0.06%	161
2022 Q2	$1.2M	Sell	33,625 -7,725	-19%	-$276K	0.08%	143
2022 Q1	$1.71M	Sell	41,350 -4,588	-10%	-$190K	0.09%	132
2021 Q4	$1.38M	Sell	45,938 -5,093	-10%	-$153K	0.07%	144
2021 Q3	$1.51M	Buy	51,031 +16,333	+47%	+$484K	0.09%	136
2021 Q2	$1.11M	Buy	34,698 +15,979	+85%	+$512K	0.07%	145
2021 Q1	$509K	Buy	18,719 +1,535	+9%	+$41.7K	0.02%	264
2020 Q4	$375K	Sell	17,184 -4,386	-20%	-$95.7K	0.02%	289
2020 Q3	$336K	Buy	21,570 +767	+4%	+$11.9K	0.03%	231
2020 Q2	$383K	Buy	20,803 +2,299	+12%	+$42.3K	0.03%	215
2020 Q1	$305K	Buy	18,504 +13,971	+308%	+$230K	0.03%	224
2019 Q4	$182K	Buy	4,533 +477	+12%	+$19.2K	0.02%	340
2019 Q3	$139K	Sell	4,056 -1,864	-31%	-$63.9K	0.02%	362
2019 Q2	$235K	Sell	5,920 -1,969	-25%	-$78.2K	0.03%	261
2019 Q1	$344K	Buy	7,889 +634	+9%	+$27.6K	0.04%	203
2018 Q4	$262K	Sell	7,255 -7,779	-52%	-$281K	0.04%	223
2018 Q3	$772K	Sell	15,034 -1,099	-7%	-$56.4K	0.1%	140
2018 Q2	$1.05M	Buy	16,133 +3,995	+33%	+$260K	0.15%	106
2018 Q1	$786K	Buy	12,138 +3,243	+36%	+$210K	0.13%	117
2017 Q4	$599K	Buy	8,895 +2,941	+49%	+$198K	0.1%	132
2017 Q3	$415K	Buy	+5,954	New	+$415K	0.09%	143