Allworth Financial’s Halliburton HAL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $277K | Buy |
13,585
+4,688
| +53% | +$95.5K | ﹤0.01% | 1037 |
|
2025
Q1 | $189K | Buy |
8,897
+729
| +9% | +$15.5K | ﹤0.01% | 965 |
|
2024
Q4 | $233K | Sell |
8,168
-44
| -0.5% | -$1.25K | ﹤0.01% | 893 |
|
2024
Q3 | $239K | Buy |
8,212
+454
| +6% | +$13.2K | ﹤0.01% | 764 |
|
2024
Q2 | $267K | Buy |
7,758
+4,452
| +135% | +$153K | ﹤0.01% | 725 |
|
2024
Q1 | $130K | Buy |
3,306
+91
| +3% | +$3.59K | ﹤0.01% | 926 |
|
2023
Q4 | $116K | Buy |
3,215
+97
| +3% | +$3.51K | ﹤0.01% | 893 |
|
2023
Q3 | $126K | Buy |
3,118
+1,850
| +146% | +$74.9K | ﹤0.01% | 802 |
|
2023
Q2 | $41.8K | Sell |
1,268
-55
| -4% | -$1.81K | ﹤0.01% | 1179 |
|
2023
Q1 | $41.9K | Sell |
1,323
-9
| -0.7% | -$285 | ﹤0.01% | 1137 |
|
2022
Q4 | $52.4K | Sell |
1,332
-393
| -23% | -$15.5K | ﹤0.01% | 994 |
|
2022
Q3 | $42K | Sell |
1,725
-116
| -6% | -$2.82K | ﹤0.01% | 1016 |
|
2022
Q2 | $58K | Sell |
1,841
-1
| -0.1% | -$32 | ﹤0.01% | 853 |
|
2022
Q1 | $70K | Buy |
1,842
+767
| +71% | +$29.1K | ﹤0.01% | 804 |
|
2021
Q4 | $25K | Sell |
1,075
-33
| -3% | -$767 | ﹤0.01% | 1030 |
|
2021
Q3 | $24K | Buy |
1,108
+173
| +19% | +$3.75K | ﹤0.01% | 969 |
|
2021
Q2 | $22K | Sell |
935
-799
| -46% | -$18.8K | ﹤0.01% | 823 |
|
2021
Q1 | $37K | Buy |
1,734
+518
| +43% | +$11.1K | ﹤0.01% | 631 |
|
2020
Q4 | $23K | Buy |
1,216
+705
| +138% | +$13.3K | ﹤0.01% | 636 |
|
2020
Q3 | $6K | Sell |
511
-1,000
| -66% | -$11.7K | ﹤0.01% | 807 |
|
2020
Q2 | $20K | Buy |
1,511
+282
| +23% | +$3.73K | ﹤0.01% | 586 |
|
2020
Q1 | $8K | Sell |
1,229
-275
| -18% | -$1.79K | ﹤0.01% | 748 |
|
2019
Q4 | $37K | Sell |
1,504
-284
| -16% | -$6.99K | ﹤0.01% | 416 |
|
2019
Q3 | $34K | Hold |
1,788
| – | – | ﹤0.01% | 381 |
|
2019
Q2 | $41K | Hold |
1,788
| – | – | ﹤0.01% | 358 |
|
2019
Q1 | $52K | Buy |
1,788
+500
| +39% | +$14.5K | ﹤0.01% | 306 |
|
2018
Q4 | $34K | Sell |
1,288
-805
| -38% | -$21.3K | ﹤0.01% | 335 |
|
2018
Q3 | $85K | Buy |
2,093
+500
| +31% | +$20.3K | ﹤0.01% | 225 |
|
2018
Q2 | $72K | Sell |
1,593
-468
| -23% | -$21.2K | ﹤0.01% | 232 |
|
2018
Q1 | $97K | Sell |
2,061
-778
| -27% | -$36.6K | 0.01% | 176 |
|
2017
Q4 | $139K | Sell |
2,839
-435
| -13% | -$21.3K | 0.01% | 142 |
|
2017
Q3 | $151K | Hold |
3,274
| – | – | 0.01% | 130 |
|
2017
Q2 | $140K | Sell |
3,274
-1,239
| -27% | -$53K | 0.01% | 145 |
|
2017
Q1 | $222K | Buy |
4,513
+34
| +0.8% | +$1.67K | 0.02% | 97 |
|
2016
Q4 | $242K | Sell |
4,479
-2,073
| -32% | -$112K | 0.02% | 89 |
|
2016
Q3 | $294K | Hold |
6,552
| – | – | 0.03% | 80 |
|
2016
Q2 | $297K | Sell |
6,552
-3,916
| -37% | -$178K | 0.03% | 78 |
|
2016
Q1 | $374K | Hold |
10,468
| – | – | 0.05% | 74 |
|
2015
Q4 | $356K | Hold |
10,468
| – | – | 0.06% | 67 |
|
2015
Q3 | $370K | Hold |
10,468
| – | – | 0.13% | 64 |
|
2015
Q2 | $451K | Hold |
10,468
| – | – | 0.16% | 58 |
|
2015
Q1 | $459K | Hold |
10,468
| – | – | 0.17% | 58 |
|
2014
Q4 | $412K | Hold |
10,468
| – | – | 0.16% | 51 |
|
2014
Q3 | $675K | Hold |
10,468
| – | – | 0.26% | 31 |
|
2014
Q2 | $743K | Buy |
+10,468
| New | +$743K | 0.34% | 23 |
|