Clearstead Advisors’s Halozyme HALO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.8K | Buy |
246
+151
| +159% | +$7.86K | ﹤0.01% | 1797 |
|
|
2025
Q1 | $6.06K | Sell |
95
-174
| -65% | -$11.1K | ﹤0.01% | 1708 |
|
|
2024
Q4 | $12.9K | Sell |
269
-160
| -37% | -$7.65K | ﹤0.01% | 1510 |
|
|
2024
Q3 | $24.6K | Hold |
429
| – | – | ﹤0.01% | 1369 |
|
|
2024
Q2 | $22.5K | Buy |
429
+257
| +149% | +$13.5K | ﹤0.01% | 1342 |
|
|
2024
Q1 | $7.5K | Buy |
172
+49
| +40% | +$2.14K | ﹤0.01% | 1109 |
|
|
2023
Q4 | $4.55K | Sell |
123
-33
| -21% | -$1.22K | ﹤0.01% | 1173 |
|
|
2023
Q3 | $5.96K | Buy |
156
+78
| +100% | +$2.98K | ﹤0.01% | 1200 |
|
|
2023
Q2 | $2.81K | Hold |
78
| – | – | ﹤0.01% | 1109 |
|
|
2023
Q1 | $2.98K | Buy |
78
+26
| +50% | +$993 | ﹤0.01% | 1081 |
|
|
2022
Q4 | $2.96K | Buy |
+52
| New | +$2.96K | ﹤0.01% | 1045 |
|
|
2021
Q4 | – | Sell |
-556
| Closed | -$23K | – | 1338 |
|
|
2021
Q3 | $23K | Buy |
+556
| New | +$23K | ﹤0.01% | 764 |
|