AE Wealth Management’s Halliburton HAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $641K | Buy |
31,474
+19,005
| +152% | +$387K | ﹤0.01% | 837 |
|
|
2025
Q1 | $316K | Buy |
12,469
+605
| +5% | +$15.3K | ﹤0.01% | 1064 |
|
|
2024
Q4 | $323K | Sell |
11,864
-1,604
| -12% | -$43.6K | ﹤0.01% | 1070 |
|
|
2024
Q3 | $391K | Buy |
13,468
+2,605
| +24% | +$75.7K | ﹤0.01% | 951 |
|
|
2024
Q2 | $367K | Buy |
10,863
+4,746
| +78% | +$160K | ﹤0.01% | 973 |
|
|
2024
Q1 | $241K | Sell |
6,117
-80,882
| -93% | -$3.19M | ﹤0.01% | 1034 |
|
|
2023
Q4 | $3.27M | Sell |
86,999
-3,348
| -4% | -$126K | 0.02% | 729 |
|
|
2023
Q3 | $3.66M | Sell |
90,347
-36,554
| -29% | -$1.48M | 0.02% | 633 |
|
|
2023
Q2 | $4.19M | Buy |
126,901
+48,243
| +61% | +$1.59M | 0.03% | 595 |
|
|
2023
Q1 | $2.49M | Buy |
78,658
+60,320
| +329% | +$1.91M | 0.02% | 719 |
|
|
2022
Q4 | $722K | Sell |
18,338
-27,287
| -60% | -$1.07M | 0.01% | 1128 |
|
|
2022
Q3 | $1.12M | Buy |
45,625
+8,927
| +24% | +$220K | 0.01% | 899 |
|
|
2022
Q2 | $1.15M | Buy |
36,698
+26,520
| +261% | +$832K | 0.01% | 841 |
|
|
2022
Q1 | $385K | Buy |
10,178
+22
| +0.2% | +$832 | ﹤0.01% | 1318 |
|
|
2021
Q4 | $232K | Buy |
10,156
+722
| +8% | +$16.5K | ﹤0.01% | 1546 |
|
|
2021
Q3 | $204K | Sell |
9,434
-88,911
| -90% | -$1.92M | ﹤0.01% | 1517 |
|
|
2021
Q2 | $2.27M | Buy |
+98,345
| New | +$2.27M | 0.02% | 598 |
|
|
2021
Q1 | – | Sell |
-23,142
| Closed | -$437K | – | 1500 |
|
|
2020
Q4 | $437K | Buy |
23,142
+3,579
| +18% | +$67.6K | 0.01% | 1006 |
|
|
2020
Q3 | $236K | Sell |
19,563
-15,660
| -44% | -$189K | ﹤0.01% | 1118 |
|
|
2020
Q2 | $457K | Buy |
+35,223
| New | +$457K | 0.01% | 908 |
|
|
2020
Q1 | – | Sell |
-9,481
| Closed | -$232K | – | 1170 |
|
|
2019
Q4 | $232K | Buy |
+9,481
| New | +$232K | 0.01% | 1014 |
|
|
2018
Q4 | – | Sell |
-5,402
| Closed | -$219K | – | 524 |
|
|
2018
Q3 | $219K | Buy |
5,402
+750
| +16% | +$30.4K | 0.01% | 534 |
|
|
2018
Q2 | $210K | Buy |
4,652
+114
| +3% | +$5.15K | 0.01% | 409 |
|
|
2018
Q1 | $213K | Sell |
4,538
-5,350
| -54% | -$251K | 0.02% | 394 |
|
|
2017
Q4 | $483K | Sell |
9,888
-245
| -2% | -$12K | 0.04% | 244 |
|
|
2017
Q3 | $466K | Buy |
+10,133
| New | +$466K | 0.04% | 244 |
|