Creative Financial Designs’s Halliburton HAL Stock Holding History

Creative Financial Designs’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	$52.5K	Buy	1,347 +1,147	+574%	+$39.7K	﹤0.01%	884
2025 Q4	$5.65K	Buy	200 +195	+3,900%	+$5.15K	﹤0.01%	1491
2025 Q3	$123	Hold	5	–	–	﹤0.01%	2017
2025 Q2	$102	Hold	5	–	–	﹤0.01%	1981
2025 Q1	$127	Buy	+5	New	+$131	﹤0.01%	2012
2023 Q3	–	Sell	-445	Closed	-$14.7K	–	1528
2023 Q2	$14.7K	Buy	445 +65	+17%	+$2.05K	﹤0.01%	918
2023 Q1	$12K	Hold	380	–	–	﹤0.01%	915
2022 Q4	$15K	Hold	380	–	–	﹤0.01%	824
2022 Q3	$9K	Hold	380	–	–	﹤0.01%	910
2022 Q2	$12K	Hold	380	–	–	﹤0.01%	833
2022 Q1	$14K	Hold	380	–	–	﹤0.01%	835
2021 Q4	$9K	Hold	380	–	–	﹤0.01%	921
2021 Q3	$8K	Hold	380	–	–	﹤0.01%	1060
2021 Q2	$9K	Hold	380	–	–	﹤0.01%	1041
2021 Q1	$8K	Hold	380	–	–	﹤0.01%	972
2020 Q4	$7K	Hold	380	–	–	﹤0.01%	918
2020 Q3	$5K	Hold	380	–	–	﹤0.01%	922
2020 Q2	$5K	Buy	+380	New	+$4.1K	﹤0.01%	864
2019 Q4	–	Sell	-140	Closed	-$2.95K	–	577
2019 Q3	$3K	Hold	140	–	–	﹤0.01%	521
2019 Q2	$3K	Hold	140	–	–	﹤0.01%	489
2019 Q1	$4K	Hold	140	–	–	﹤0.01%	461
2018 Q4	$4K	Sell	140 -425	-75%	-$14.3K	﹤0.01%	454
2018 Q3	$23K	Buy	565 +125	+28%	+$5.17K	0.01%	313
2018 Q2	$20K	Hold	440	–	–	0.01%	360
2018 Q1	$21K	Buy	440 +200	+83%	+$9.87K	0.01%	318
2017 Q4	$12K	Sell	240 -33	-12%	-$1.46K	0.01%	385
2017 Q3	$13K	Hold	273	–	–	0.01%	384
2017 Q2	$12K	Buy	+273	New	+$12.5K	0.01%	387

Other funds holding HAL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Creative Financial Designs's HAL Position: Q1 2026 in Review

Creative Financial Designs increased its Halliburton (HAL) stake by 574% in Q1 2026, buying an estimated $39.7K and bringing the position to 1,347 shares worth $52.5K. The position accounts for ﹤0.01% of the portfolio, ranked #884.

Creative Financial Designs first reported a position in HAL in Q2 2017 and has held it in 28 quarters since. 1,188 funds tracked by Wall St. Rank hold HAL as of Q1 2026.

Creative Financial Designs held 1,347 shares of Halliburton worth $52.5K as of Q1 2026.
Creative Financial Designs bought 1,147 Halliburton shares in Q1 2026, an estimated $39.7K.
Halliburton made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #884 holding.
Creative Financial Designs first reported a position in Halliburton in Q2 2017 and has held it in 28 quarters since.
1,188 funds tracked by Wall St. Rank held Halliburton as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.