Clearstead Advisors’s Halliburton HAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $489K | Sell |
14,405
-3,662
| -20% | -$143K | ﹤0.01% | 773 |
|
|
2026
Q1 | $704K | Sell |
18,067
-1,481
| -8% | -$51.2K | 0.01% | 629 |
|
|
2025
Q4 | $552K | Buy |
19,548
+1,473
| +8% | +$38.9K | 0.01% | 627 |
|
|
2025
Q3 | $445K | Sell |
18,075
-329
| -2% | -$7.28K | 0.01% | 670 |
|
|
2025
Q2 | $375K | Buy |
18,404
+15,906
| +637% | +$334K | 0.01% | 684 |
|
|
2025
Q1 | $63.4K | Buy |
2,498
+1,332
| +114% | +$35K | ﹤0.01% | 1109 |
|
|
2024
Q4 | $31.7K | Sell |
1,166
-207
| -15% | -$6.05K | ﹤0.01% | 1270 |
|
|
2024
Q3 | $39.9K | Buy |
1,373
+133
| +11% | +$4.19K | ﹤0.01% | 1255 |
|
|
2024
Q2 | $41.9K | Sell |
1,240
-350
| -22% | -$12.9K | ﹤0.01% | 1208 |
|
|
2024
Q1 | $59.4K | Sell |
1,590
-202
| -11% | -$7.24K | ﹤0.01% | 726 |
|
|
2023
Q4 | $64.8K | Buy |
1,792
+85
| +5% | +$3.27K | ﹤0.01% | 682 |
|
|
2023
Q3 | $69.1K | Sell |
1,707
-600
| -26% | -$23.5K | ﹤0.01% | 635 |
|
|
2023
Q2 | $76.1K | Buy |
2,307
+1,300
| +129% | +$41.1K | ﹤0.01% | 632 |
|
|
2023
Q1 | $31.9K | Buy |
1,007
+45
| +5% | +$1.67K | ﹤0.01% | 759 |
|
|
2022
Q4 | $37.9K | Sell |
962
-45
| -4% | -$1.59K | ﹤0.01% | 669 |
|
|
2022
Q3 | $25K | Sell |
1,007
-4,601
| -82% | -$132K | ﹤0.01% | 736 |
|
|
2022
Q2 | $176K | Hold |
5,608
| – | – | 0.01% | 396 |
|
|
2022
Q1 | $212K | Hold |
5,608
| – | – | 0.01% | 396 |
|
|
2021
Q4 | $128K | Sell |
5,608
-550
| -9% | -$13K | 0.01% | 477 |
|
|
2021
Q3 | $133K | Sell |
6,158
-693
| -10% | -$14.2K | 0.01% | 428 |
|
|
2021
Q2 | $158K | Buy |
6,851
+93
| +1% | +$2.07K | 0.01% | 375 |
|
|
2021
Q1 | $145K | Buy |
6,758
+1,200
| +22% | +$25.1K | 0.01% | 376 |
|
|
2020
Q4 | $105K | Hold |
5,558
| – | – | 0.01% | 405 |
|
|
2020
Q3 | $67K | Hold |
5,558
| – | – | 0.01% | 425 |
|
|
2020
Q2 | $72K | Hold |
5,558
| – | – | 0.01% | 392 |
|
|
2020
Q1 | $38K | Buy |
+5,558
| New | +$96.8K | 0.01% | 438 |
|
|
2018
Q4 | – | Sell |
-6,099
| Closed | -$247K | – | 252 |
|
|
2018
Q3 | $247K | Sell |
6,099
-301
| -5% | -$12.5K | 0.03% | 207 |
|
|
2018
Q2 | $288K | Buy |
6,400
+137
| +2% | +$6.82K | 0.04% | 195 |
|
|
2018
Q1 | $294K | Hold |
6,263
| – | – | 0.04% | 186 |
|
|
2017
Q4 | $306K | Sell |
6,263
-45
| -0.7% | -$1.98K | 0.04% | 178 |
|
|
2017
Q3 | $290K | Sell |
6,308
-202
| -3% | -$8.46K | 0.04% | 200 |
|
|
2017
Q2 | $278K | Buy |
6,510
+702
| +12% | +$32.2K | 0.04% | 195 |
|
|
2017
Q1 | $286K | Hold |
5,808
| – | – | 0.04% | 183 |
|
|
2016
Q4 | $314K | Buy |
+5,808
| New | +$290K | 0.05% | 162 |
|
Other funds holding HAL
Clearstead Advisors's HAL Position: Q2 2026 in Review
Clearstead Advisors reduced its Halliburton (HAL) stake by 20% in Q2 2026, selling an estimated $143K and leaving 14,405 shares worth $489K. The position accounts for ﹤0.01% of the portfolio, ranked #773.
Clearstead Advisors first reported a position in HAL in Q4 2016 and has held it in 34 quarters since. The position peaked at $704K in Q1 2026. 1,204 funds tracked by Wall St. Rank hold HAL as of Q2 2026.
- Clearstead Advisors held 14,405 shares of Halliburton worth $489K as of Q2 2026.
- Clearstead Advisors sold 3,662 Halliburton shares in Q2 2026, an estimated $143K.
- Halliburton made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #773 holding.
- Clearstead Advisors first reported a position in Halliburton in Q4 2016 and has held it in 34 quarters since.
- Clearstead Advisors's Halliburton position peaked at $704K in Q1 2026.
- 1,204 funds tracked by Wall St. Rank held Halliburton as of Q2 2026.
Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.