Worth Financial Advisory Group’s SLB Ltd SLB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-8,796	Closed	-$338K	–	157
2025 Q4	$338K	Sell	8,796 -680	-7%	-$24.6K	0.16%	135
2025 Q3	$326K	Sell	9,476 -911	-9%	-$31.7K	0.18%	114
2025 Q2	$351K	Buy	10,387 +4,430	+74%	+$154K	0.22%	103
2025 Q1	$249K	Sell	5,957 -5,879	-50%	-$241K	0.16%	137
2024 Q4	$454K	Sell	11,836 -358	-3%	-$15K	0.28%	86
2024 Q3	$512K	Buy	12,194 +1,187	+11%	+$52.8K	0.3%	78
2024 Q2	$519K	Buy	11,007 +3,118	+40%	+$150K	0.34%	74
2024 Q1	$432K	Buy	7,889 +407	+5%	+$20.5K	0.3%	83
2023 Q4	$389K	Buy	7,482 +399	+6%	+$21.7K	0.31%	87
2023 Q3	$413K	Buy	7,083 +528	+8%	+$30.6K	0.37%	77
2023 Q2	$322K	Buy	6,555 +1,023	+18%	+$48.8K	0.3%	91
2023 Q1	$272K	Sell	5,532 -1,361	-20%	-$72.3K	0.26%	93
2022 Q4	$369K	Buy	+6,893	New	+$343K	0.43%	65