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Carson Advisory’s Halliburton HAL Stock Holding History

Carson Advisory’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
2024
Q4 		– Sell
-12,771
Closed -$371K – 168
2024
Q3 		$371K Sell
12,771
-6,243
-33% -$197K 0.23% 106
2024
Q2 		$642K Buy
19,014
+220
+1% +$8.12K 0.45% 70
2024
Q1 		$741K Buy
18,794
+74
+0.4% +$2.65K 0.52% 57
2023
Q4 		$677K Buy
18,720
+141
+0.8% +$5.42K 0.53% 59
2023
Q3 		$752K Sell
18,579
-870
-4% -$34.1K 0.66% 44
2023
Q2 		$642K Sell
19,449
-2,299
-11% -$72.6K 0.54% 62
2023
Q1 		$688K Buy
+21,748
New +$805K 0.61% 52

Other funds holding HAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carson Advisory's HAL Position: Q4 2024 in Review

Carson Advisory sold out of Halliburton (HAL) in Q4 2024, closing a stake of 12,771 shares — an estimated $371K sold.

Carson Advisory first reported a position in HAL in Q1 2023 and held it in 7 quarters. The position peaked at $752K in Q3 2023. 954 funds tracked by Wall St. Rank hold HAL as of Q4 2024.

  • Carson Advisory reported no remaining Halliburton position as of Q4 2024 after selling out during the quarter.
  • Carson Advisory sold 12,771 Halliburton shares in Q4 2024, an estimated $371K.
  • Carson Advisory first reported a position in Halliburton in Q1 2023 and held it in 7 quarters.
  • Carson Advisory's Halliburton position peaked at $752K in Q3 2023.
  • 954 funds tracked by Wall St. Rank held Halliburton as of Q4 2024.

Based on Carson Advisory's 13F filing for Q4 2024, filed 13 Feb 2025.