Aft Forsyth & Sober’s Halliburton HAL Stock Holding History

Aft Forsyth & Sober’s Portfolio HAL Stock Details HAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-25,000	Closed	-$634K	–	69
2025 Q1	$634K	Sell	25,000 -27,600	-52%	-$726K	0.22%	65
2024 Q4	$1.43M	Hold	52,600	–	–	0.46%	57
2024 Q3	$1.53M	Hold	52,600	–	–	0.5%	58
2024 Q2	$1.78M	Hold	52,600	–	–	0.61%	47
2024 Q1	$2.07M	Hold	52,600	–	–	0.73%	42
2023 Q4	$1.9M	Sell	52,600 -2,400	-4%	-$92.3K	0.73%	41
2023 Q3	$2.13M	Hold	55,000	–	–	0.9%	26
2023 Q2	$1.74M	Buy	55,000 +2,400	+5%	+$75.8K	0.72%	36
2023 Q1	$1.66M	Hold	52,600	–	–	0.84%	33
2022 Q4	$2.07M	Sell	52,600 -2,400	-4%	-$84.9K	0.93%	23
2022 Q3	$1.35M	Hold	55,000	–	–	0.66%	41
2022 Q2	$1.73M	Hold	55,000	–	–	0.8%	28
2022 Q1	$2.08M	Buy	55,000 +2,400	+5%	+$77.6K	0.82%	28
2021 Q4	$1.2M	Hold	52,600	–	–	0.42%	65
2021 Q3	$1.14M	Hold	52,600	–	–	0.43%	63
2021 Q2	$1.22M	Hold	52,600	–	–	0.46%	51
2021 Q1	$1.13M	Buy	+52,600	New	+$1.1M	0.46%	48

Other funds holding HAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Aft Forsyth & Sober's HAL Position: Q2 2025 in Review

Aft Forsyth & Sober sold out of Halliburton (HAL) in Q2 2025, closing a stake of 25,000 shares — an estimated $634K sold.

Aft Forsyth & Sober first reported a position in HAL in Q1 2021 and held it in 17 quarters. The position peaked at $2.13M in Q3 2023. 902 funds tracked by Wall St. Rank hold HAL as of Q2 2025.

Aft Forsyth & Sober reported no remaining Halliburton position as of Q2 2025 after selling out during the quarter.
Aft Forsyth & Sober sold 25,000 Halliburton shares in Q2 2025, an estimated $634K.
Aft Forsyth & Sober first reported a position in Halliburton in Q1 2021 and held it in 17 quarters.
Aft Forsyth & Sober's Halliburton position peaked at $2.13M in Q3 2023.
902 funds tracked by Wall St. Rank held Halliburton as of Q2 2025.

Based on Aft Forsyth & Sober's 13F filing for Q2 2025, filed 14 Aug 2025.