BPFA
Barnes Pettey Financial Advisors’s Halliburton HAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7,466
| Closed | -$294K | – | 98 |
|
|
2024
Q1 | $294K | Sell |
7,466
-28,532
| -79% | -$1.12M | 0.25% | 69 |
|
|
2023
Q4 | $1.3M | Sell |
35,998
-300
| -0.8% | -$10.8K | 1.06% | 23 |
|
|
2023
Q3 | $1.47M | Hold |
36,298
| – | – | 1.35% | 21 |
|
|
2023
Q2 | $1.2M | Sell |
36,298
-998
| -3% | -$32.9K | 1.04% | 25 |
|
|
2023
Q1 | $1.18M | Sell |
37,296
-734
| -2% | -$23.2K | 1.13% | 23 |
|
|
2022
Q4 | $1.5M | Buy |
38,030
+3,412
| +10% | +$134K | 1.54% | 21 |
|
|
2022
Q3 | $852K | Buy |
34,618
+264
| +0.8% | +$6.5K | 1.16% | 23 |
|
|
2022
Q2 | $1.08M | Sell |
34,354
-548
| -2% | -$17.2K | 1.39% | 19 |
|
|
2022
Q1 | $1.32M | Sell |
34,902
-3,995
| -10% | -$151K | 1.6% | 16 |
|
|
2021
Q4 | $890K | Buy |
+38,897
| New | +$890K | 1.02% | 24 |
|