AllSquare Wealth Management’s Halliburton HAL Stock Holding History

AllSquare Wealth Management’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 Q3	–	Sell	-600	Closed	-$12.2K	–	544
2025 Q2	$12.2K	Hold	600	–	–	0.01%	362
2025 Q1	$15.2K	Sell	600 -3,100	-84%	-$81.5K	0.01%	335
2024 Q4	$101K	Buy	3,700 +1,000	+37%	+$29.2K	0.06%	152
2024 Q3	$78.4K	Buy	+2,700	New	+$85.1K	0.04%	170
2018 Q2	–	Sell	-686	Closed	-$32K	–	493
2018 Q1	$32K	Hold	686	–	–	0.03%	197
2017 Q4	$34K	Sell	686 -32	-4%	-$1.41K	0.03%	179
2017 Q3	$33K	Buy	+718	New	+$30.1K	0.03%	174
2017 Q2	–	Sell	-607	Closed	-$30K	–	253
2017 Q1	$30K	Buy	+607	New	+$32.6K	0.03%	173

Other funds holding HAL

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AllSquare Wealth Management's HAL Position: Q3 2025 in Review

AllSquare Wealth Management sold out of Halliburton (HAL) in Q3 2025, closing a stake of 600 shares — an estimated $12.2K sold.

AllSquare Wealth Management first reported a position in HAL in Q1 2017 and held it in 8 quarters. The position peaked at $101K in Q4 2024. 916 funds tracked by Wall St. Rank hold HAL as of Q3 2025.

AllSquare Wealth Management reported no remaining Halliburton position as of Q3 2025 after selling out during the quarter.
AllSquare Wealth Management sold 600 Halliburton shares in Q3 2025, an estimated $12.2K.
AllSquare Wealth Management first reported a position in Halliburton in Q1 2017 and held it in 8 quarters.
AllSquare Wealth Management's Halliburton position peaked at $101K in Q4 2024.
916 funds tracked by Wall St. Rank held Halliburton as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.