Cerity Partners’s Halliburton HAL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$11.7M Buy
572,523
+142,117
+33% +$2.9M 0.02% 485
2025
Q1
$10.9M Buy
430,406
+68,936
+19% +$1.75M 0.02% 462
2024
Q4
$10.2M Sell
361,470
-92,179
-20% -$2.61M 0.02% 474
2024
Q3
$13.2M Buy
453,649
+207,838
+85% +$6.04M 0.03% 417
2024
Q2
$8.3M Sell
245,811
-90,413
-27% -$3.05M 0.02% 470
2024
Q1
$13.3M Buy
336,224
+129,532
+63% +$5.11M 0.04% 387
2023
Q4
$7.47M Buy
206,692
+84,771
+70% +$3.06M 0.02% 423
2023
Q3
$4.94M Buy
121,921
+26,656
+28% +$1.08M 0.02% 419
2023
Q2
$3.14M Buy
95,265
+10,331
+12% +$341K 0.01% 613
2023
Q1
$5.04M Buy
84,934
+7,057
+9% +$419K 0.01% 500
2022
Q4
$3.07M Buy
77,877
+12,934
+20% +$509K 0.02% 451
2022
Q3
$1.6M Buy
64,943
+36,158
+126% +$890K 0.02% 412
2022
Q2
$903K Buy
28,785
+17,674
+159% +$554K 0.01% 570
2022
Q1
$421K Sell
11,111
-15,725
-59% -$596K 0.01% 630
2021
Q4
$614K Buy
+26,836
New +$614K 0.01% 539
2019
Q4
Sell
-10,462
Closed -$197K 550
2019
Q3
$197K Buy
+10,462
New +$197K 0.01% 456
2019
Q2
Sell
-21,793
Closed -$639K 525
2019
Q1
$639K Sell
21,793
-1,459
-6% -$42.8K 0.04% 296
2018
Q4
$618K Sell
23,252
-10,938
-32% -$291K 0.04% 287
2018
Q3
$1.39M Sell
34,190
-2,964
-8% -$120K 0.1% 203
2018
Q2
$1.67M Buy
37,154
+11,481
+45% +$517K 0.12% 173
2018
Q1
$1.21M Buy
25,673
+1,681
+7% +$78.9K 0.09% 207
2017
Q4
$1.17M Buy
23,992
+208
+0.9% +$10.2K 0.08% 219
2017
Q3
$1.1M Buy
23,784
+20,073
+541% +$924K 0.08% 217
2017
Q2
$207K Sell
3,711
-4,634
-56% -$258K 0.02% 332
2017
Q1
$411K Buy
+8,345
New +$411K 0.03% 280