CIA
Concurrent Investment Advisors’s Halliburton HAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.16M | Buy |
155,057
+26,706
| +21% | +$544K | 0.06% | 318 |
|
|
2025
Q1 | $3.26M | Buy |
128,351
+23,987
| +23% | +$609K | 0.08% | 257 |
|
|
2024
Q4 | $2.84M | Sell |
104,364
-14,429
| -12% | -$392K | 0.08% | 254 |
|
|
2024
Q3 | $3.45M | Buy |
118,793
+20,378
| +21% | +$592K | 0.1% | 209 |
|
|
2024
Q2 | $3.32M | Buy |
98,415
+55,407
| +129% | +$1.87M | 0.11% | 192 |
|
|
2024
Q1 | $1.7M | Sell |
43,008
-6,643
| -13% | -$262K | 0.07% | 270 |
|
|
2023
Q4 | $1.79M | Buy |
+49,651
| New | +$1.79M | 0.08% | 245 |
|