Avantax Advisory Services’s Halliburton HAL Stock Holding History

Avantax Advisory Services’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	$938K	Sell	46,038 -2,955	-6%	-$62K	0.01%	1210
2025 Q1	$1.24M	Buy	48,993 +10,507	+27%	+$276K	0.01%	978
2024 Q4	$1.05M	Sell	38,486 -1,370	-3%	-$40.1K	0.01%	1020
2024 Q3	$1.16M	Sell	39,856 -594	-1%	-$18.7K	0.01%	950
2024 Q2	$1.37M	Buy	40,450 +17,769	+78%	+$656K	0.01%	819
2024 Q1	$894K	Buy	22,681 +8,854	+64%	+$317K	0.01%	799
2023 Q4	$500K	Buy	13,827 +2,952	+27%	+$113K	0.01%	983
2023 Q3	$440K	Buy	10,875 +280	+3%	+$11K	﹤0.01%	998
2023 Q2	$350K	Sell	10,595 -874	-8%	-$27.6K	﹤0.01%	1102
2023 Q1	$363K	Sell	11,469 -11,496	-50%	-$426K	﹤0.01%	1047
2022 Q4	$904K	Buy	22,965 +9,506	+71%	+$336K	0.01%	665
2022 Q3	$331K	Buy	13,459 +3,907	+41%	+$112K	0.01%	954
2022 Q2	$300K	Buy	9,552 +2,249	+31%	+$83.8K	﹤0.01%	1008
2022 Q1	$275K	Sell	7,303 -16,702	-70%	-$540K	﹤0.01%	1043
2021 Q4	$549K	Sell	24,005 -10,206	-30%	-$242K	0.01%	730
2021 Q3	$739K	Sell	34,211 -223	-0.6%	-$4.57K	0.01%	579
2021 Q2	$797K	Buy	34,434 +793	+2%	+$17.6K	0.01%	533
2021 Q1	$719K	Sell	33,641 -1,779	-5%	-$37.2K	0.02%	508
2020 Q4	$670K	Sell	35,420 -30,878	-47%	-$479K	0.02%	467
2020 Q3	$796K	Buy	66,298 +23,005	+53%	+$333K	0.01%	617
2020 Q2	$562K	Buy	+43,293	New	+$467K	0.02%	455

Other funds holding HAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

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

Avantax Advisory Services's HAL Position: Q2 2025 in Review

Avantax Advisory Services reduced its Halliburton (HAL) stake by 6% in Q2 2025, selling an estimated $62K and leaving 46,038 shares worth $938K. The position accounts for 0.01% of the portfolio, ranked #1210.

Avantax Advisory Services first reported a position in HAL in Q2 2020 and has held it in 21 quarters since. The position peaked at $1.37M in Q2 2024. 901 funds tracked by Wall St. Rank hold HAL as of Q2 2025.

Avantax Advisory Services held 46,038 shares of Halliburton worth $938K as of Q2 2025.
Avantax Advisory Services sold 2,955 Halliburton shares in Q2 2025, an estimated $62K.
Halliburton made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1210 holding.
Avantax Advisory Services first reported a position in Halliburton in Q2 2020 and has held it in 21 quarters since.
Avantax Advisory Services's Halliburton position peaked at $1.37M in Q2 2024.
901 funds tracked by Wall St. Rank held Halliburton as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.