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Confluence Wealth Services’s Halliburton HAL Stock Holding History

Confluence Wealth Services’s Portfolio HAL Stock Details HAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$222K Buy
+5,694
New +$197K 0.01% 350
2024
Q3 		– Sell
-8,348
Closed -$282K – 350
2024
Q2 		$282K Buy
8,348
+39
+0.5% +$1.44K 0.02% 308
2024
Q1 		$328K Buy
8,309
+814
+11% +$29.2K 0.03% 259
2023
Q4 		$271K Buy
7,495
+40
+0.5% +$1.54K 0.03% 248
2023
Q3 		$302K Buy
7,455
+1,330
+22% +$52.1K 0.06% 211
2023
Q2 		$202K Sell
6,125
-512
-8% -$16.2K 0.04% 257
2023
Q1 		$210K Sell
6,637
-1,643
-20% -$60.8K 0.05% 251
2022
Q4 		$326K Buy
8,280
+19
+0.2% +$672 0.08% 178
2022
Q3 		$203K Sell
8,261
-992
-11% -$28.4K 0.09% 214
2022
Q2 		$273K Buy
9,253
+558
+6% +$20.8K 0.12% 208
2022
Q1 		$329K Sell
8,695
-989
-10% -$32K 0.12% 179
2021
Q4 		$221K Buy
+9,684
New +$229K 0.07% 214

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VPM
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