Caldwell Trust’s Halliburton HAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $63.6K | Sell |
3,123
-95
|
|
||||
|
2025
Q1 | $81.6K | Hold |
3,218
|
|
||||
|
2024
Q4 | $87.5K | Buy |
3,218
+550
|
|
||||
|
2024
Q3 | $77.5K | Sell |
2,668
-1,138
|
|
||||
|
2024
Q2 | $129K | Buy |
3,806
+38
|
|
||||
|
2024
Q1 | $149K | Buy |
3,768
+1,108
|
|
||||
|
2023
Q4 | $96.2K | Sell |
2,660
-72
|
|
||||
|
2023
Q3 | $111K | Hold |
2,732
|
|
||||
|
2023
Q2 | $90.1K | Buy |
2,732
+1,081
|
|
||||
|
2023
Q1 | $52.2K | Buy |
1,651
+151
|
|
||||
|
2022
Q4 | $59K | Hold |
1,500
|
|
||||
|
2022
Q3 | $36.9K | Sell |
1,500
-300
|
|
||||
|
2022
Q2 | $56.4K | Hold |
1,800
|
|
||||
|
2022
Q1 | $68.2K | Sell |
1,800
-150
|
|
||||
|
2021
Q4 | $44.6K | Buy |
1,950
+850
|
|
||||
|
2021
Q3 | $23.8K | Buy |
1,100
+300
|
|
||||
|
2021
Q2 | $18.5K | Buy |
800
+500
|
|
||||
|
2021
Q1 | $6.44K | Hold |
300
|
|
||||
|
2020
Q4 | $5.67K | Hold |
300
|
|
||||
|
2020
Q3 | $3.62K | Sell |
300
-300
|
|
||||
|
2020
Q2 | $7.79K | Hold |
600
|
|
||||
|
2020
Q1 | $4.11K | Sell |
600
-1,965
|
|
||||
|
2019
Q4 | $62.8K | Buy |
+2,565
|
|