B. Riley Wealth Advisors’s Halliburton HAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $762K | Buy |
+37,404
| New | +$762K | 0.04% | 398 |
|
|
2024
Q4 | $315K | Sell |
11,567
-704
| -6% | -$19.1K | 0.01% | 858 |
|
|
2024
Q3 | $365K | Sell |
12,271
-5,586
| -31% | -$166K | 0.01% | 866 |
|
|
2024
Q2 | $603K | Sell |
17,857
-6,114
| -26% | -$207K | 0.02% | 730 |
|
|
2024
Q1 | $971K | Buy |
23,971
+4,849
| +25% | +$196K | 0.03% | 534 |
|
|
2023
Q4 | $691K | Sell |
19,122
-4,849
| -20% | -$175K | 0.02% | 661 |
|
|
2023
Q3 | $971K | Buy |
23,971
+1,208
| +5% | +$48.9K | 0.03% | 534 |
|
|
2023
Q2 | $751K | Sell |
22,763
-27,660
| -55% | -$913K | 0.02% | 674 |
|
|
2023
Q1 | $1.6M | Buy |
50,423
+15,227
| +43% | +$482K | 0.04% | 411 |
|
|
2022
Q4 | $1.38M | Buy |
35,196
+22,567
| +179% | +$888K | 0.04% | 442 |
|
|
2022
Q3 | $312K | Buy |
12,629
+2,918
| +30% | +$72.1K | 0.01% | 982 |
|
|
2022
Q2 | $305K | Sell |
9,711
-87
| -0.9% | -$2.73K | 0.01% | 874 |
|
|
2022
Q1 | $372K | Buy |
+9,798
| New | +$372K | 0.01% | 914 |
|
|
2021
Q1 | – | Sell |
-10,532
| Closed | -$200K | – | 1379 |
|
|
2020
Q4 | $200K | Sell |
10,532
-10,039
| -49% | -$191K | 0.01% | 927 |
|
|
2020
Q3 | $257K | Buy |
20,571
+3,944
| +24% | +$49.3K | 0.01% | 761 |
|
|
2020
Q2 | $217K | Sell |
16,627
-1,208
| -7% | -$15.8K | 0.01% | 749 |
|
|
2020
Q1 | $123K | Buy |
17,835
+4,334
| +32% | +$29.9K | 0.01% | 715 |
|
|
2019
Q4 | $331K | Buy |
13,501
+8
| +0.1% | +$196 | 0.03% | 558 |
|
|
2019
Q3 | $255K | Buy |
+13,493
| New | +$255K | 0.03% | 646 |
|
|
2018
Q3 | – | Sell |
-8,657
| Closed | -$391K | – | 728 |
|
|
2018
Q2 | $391K | Buy |
8,657
+1,080
| +14% | +$48.8K | 0.05% | 393 |
|
|
2018
Q1 | $357K | Buy |
+7,577
| New | +$357K | 0.05% | 404 |
|
|
2017
Q4 | – | Sell |
-5,027
| Closed | -$232K | – | 652 |
|
|
2017
Q3 | $232K | Sell |
5,027
-244
| -5% | -$11.3K | 0.04% | 455 |
|
|
2017
Q2 | $227K | Buy |
5,271
+385
| +8% | +$16.6K | 0.04% | 445 |
|
|
2017
Q1 | $242K | Buy |
4,886
+471
| +11% | +$23.3K | 0.05% | 410 |
|
|
2016
Q4 | $240K | Sell |
4,415
-604
| -12% | -$32.8K | 0.05% | 401 |
|
|
2016
Q3 | $226K | Sell |
5,019
-295
| -6% | -$13.3K | 0.04% | 500 |
|
|
2016
Q2 | $242K | Sell |
5,314
-467
| -8% | -$21.3K | 0.05% | 472 |
|
|
2016
Q1 | $206K | Sell |
5,781
-2,521
| -30% | -$89.8K | 0.05% | 468 |
|
|
2015
Q4 | $283K | Buy |
8,302
+731
| +10% | +$24.9K | 0.06% | 383 |
|
|
2015
Q3 | $268K | Sell |
7,571
-2,877
| -28% | -$102K | 0.06% | 389 |
|
|
2015
Q2 | $451K | Sell |
10,448
-973
| -9% | -$42K | 0.11% | 228 |
|
|
2015
Q1 | $501K | Sell |
11,421
-846
| -7% | -$37.1K | 0.12% | 222 |
|
|
2014
Q4 | $3.59K | Buy |
12,267
+8,830
| +257% | +$2.58K | 0.08% | 324 |
|
|
2014
Q3 | $221K | Sell |
3,437
-4,609
| -57% | -$296K | 0.06% | 475 |
|
|
2014
Q2 | $303K | Buy |
8,046
+4,099
| +104% | +$154K | 0.07% | 313 |
|
|
2014
Q1 | $232K | Sell |
3,947
-101
| -2% | -$5.94K | 0.07% | 338 |
|
|
2013
Q4 | $205K | Sell |
4,048
-304
| -7% | -$15.4K | 0.07% | 340 |
|
|
2013
Q3 | $210K | Buy |
4,352
+451
| +12% | +$21.8K | 0.07% | 318 |
|
|
2013
Q2 | $163K | Buy |
+3,901
| New | +$163K | 0.06% | 403 |
|