Center for Financial Planning’s Halliburton HAL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $120K | Hold |
5,890
| – | – | 0.01% | 201 |
|
2025
Q1 | $149K | Buy |
5,890
+150
| +3% | +$3.81K | 0.02% | 176 |
|
2024
Q4 | $156K | Hold |
5,740
| – | – | 0.02% | 164 |
|
2024
Q3 | $167K | Buy |
5,740
+1
| +0% | +$29 | 0.02% | 157 |
|
2024
Q2 | $194K | Buy |
5,739
+121
| +2% | +$4.09K | 0.03% | 149 |
|
2024
Q1 | $221K | Buy |
5,618
+216
| +4% | +$8.52K | 0.03% | 139 |
|
2023
Q4 | $195K | Buy |
5,402
+52
| +1% | +$1.88K | 0.04% | 141 |
|
2023
Q3 | $217K | Buy |
5,350
+24
| +0.5% | +$972 | 0.05% | 128 |
|
2023
Q2 | $176K | Buy |
5,326
+48
| +0.9% | +$1.58K | 0.04% | 140 |
|
2023
Q1 | $167K | Buy |
5,278
+2,693
| +104% | +$85.2K | 0.04% | 140 |
|
2022
Q4 | $102K | Buy |
2,585
+479
| +23% | +$18.8K | 0.02% | 163 |
|
2022
Q3 | $52K | Hold |
2,106
| – | – | 0.01% | 208 |
|
2022
Q2 | $66K | Hold |
2,106
| – | – | 0.02% | 196 |
|
2022
Q1 | $80K | Hold |
2,106
| – | – | 0.02% | 190 |
|
2021
Q4 | $48K | Hold |
2,106
| – | – | 0.01% | 235 |
|
2021
Q3 | $46K | Buy |
2,106
+52
| +3% | +$1.14K | 0.01% | 229 |
|
2021
Q2 | $47K | Hold |
2,054
| – | – | 0.01% | 225 |
|
2021
Q1 | $44K | Hold |
2,054
| – | – | 0.01% | 220 |
|
2020
Q4 | $39K | Hold |
2,054
| – | – | 0.01% | 221 |
|
2020
Q3 | $25K | Buy |
2,054
+4
| +0.2% | +$49 | 0.01% | 246 |
|
2020
Q2 | $27K | Buy |
+2,050
| New | +$27K | 0.01% | 231 |
|