Cetera Trust Company’s Halozyme HALO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $323K | Buy |
6,200
+425
| +7% | +$22.1K | 0.19% | 94 |
|
|
2025
Q1 | $369K | Buy |
5,775
+150
| +3% | +$9.57K | 0.23% | 73 |
|
|
2024
Q4 | $269K | Buy |
5,625
+85
| +2% | +$4.06K | 0.17% | 110 |
|
|
2024
Q3 | $317K | Hold |
5,540
| – | – | 0.19% | 99 |
|
|
2024
Q2 | $290K | Hold |
5,540
| – | – | 0.18% | 98 |
|
|
2024
Q1 | $225K | Sell |
5,540
-100
| -2% | -$4.07K | 0.14% | 146 |
|
|
2023
Q4 | $208K | Buy |
+5,640
| New | +$208K | 0.13% | 145 |
|