Creative Planning’s Halliburton HAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.33M | Buy |
212,532
+42,178
| +25% | +$860K | ﹤0.01% | 828 |
|
|
2025
Q1 | $4.32M | Sell |
170,354
-7,086
| -4% | -$180K | ﹤0.01% | 765 |
|
|
2024
Q4 | $4.82M | Buy |
177,440
+3,885
| +2% | +$106K | ﹤0.01% | 674 |
|
|
2024
Q3 | $5.04M | Buy |
173,555
+18,396
| +12% | +$534K | 0.01% | 636 |
|
|
2024
Q2 | $5.24M | Buy |
155,159
+8,507
| +6% | +$287K | 0.01% | 603 |
|
|
2024
Q1 | $5.78M | Buy |
146,652
+22,771
| +18% | +$898K | 0.01% | 564 |
|
|
2023
Q4 | $4.48M | Buy |
123,881
+11,997
| +11% | +$434K | 0.01% | 593 |
|
|
2023
Q3 | $4.53M | Sell |
111,884
-1,414
| -1% | -$57.3K | 0.01% | 561 |
|
|
2023
Q2 | $3.74M | Buy |
113,298
+3,650
| +3% | +$120K | 0.01% | 605 |
|
|
2023
Q1 | $3.47M | Buy |
109,648
+2,338
| +2% | +$74K | 0.01% | 598 |
|
|
2022
Q4 | $4.22M | Buy |
107,310
+6,544
| +6% | +$258K | 0.01% | 532 |
|
|
2022
Q3 | $2.48M | Buy |
100,766
+3,773
| +4% | +$92.9K | ﹤0.01% | 620 |
|
|
2022
Q2 | $3.04M | Buy |
96,993
+13,761
| +17% | +$432K | 0.01% | 580 |
|
|
2022
Q1 | $3.15M | Sell |
83,232
-6,912
| -8% | -$262K | ﹤0.01% | 580 |
|
|
2021
Q4 | $2.06M | Sell |
90,144
-15,499
| -15% | -$355K | ﹤0.01% | 681 |
|
|
2021
Q3 | $2.28M | Buy |
105,643
+6,509
| +7% | +$141K | ﹤0.01% | 648 |
|
|
2021
Q2 | $2.29M | Sell |
99,134
-1,202
| -1% | -$27.8K | ﹤0.01% | 624 |
|
|
2021
Q1 | $2.15M | Buy |
100,336
+2,602
| +3% | +$55.8K | ﹤0.01% | 683 |
|
|
2020
Q4 | $1.85M | Sell |
97,734
-7,168
| -7% | -$135K | ﹤0.01% | 695 |
|
|
2020
Q3 | $1.26M | Buy |
104,902
+1,108
| +1% | +$13.4K | ﹤0.01% | 713 |
|
|
2020
Q2 | $1.35M | Buy |
103,794
+8,584
| +9% | +$111K | ﹤0.01% | 629 |
|
|
2020
Q1 | $652K | Sell |
95,210
-10,288
| -10% | -$70.5K | ﹤0.01% | 811 |
|
|
2019
Q4 | $2.58M | Sell |
105,498
-6,490
| -6% | -$159K | 0.01% | 434 |
|
|
2019
Q3 | $2.11M | Buy |
111,988
+18,061
| +19% | +$340K | 0.01% | 474 |
|
|
2019
Q2 | $2.14M | Sell |
93,927
-9,400
| -9% | -$214K | 0.01% | 477 |
|
|
2019
Q1 | $3.03M | Sell |
103,327
-640
| -0.6% | -$18.7K | 0.01% | 365 |
|
|
2018
Q4 | $2.76M | Buy |
103,967
+2,812
| +3% | +$74.7K | 0.01% | 358 |
|
|
2018
Q3 | $4.1M | Sell |
101,155
-1,681
| -2% | -$68.1K | 0.02% | 311 |
|
|
2018
Q2 | $4.63M | Sell |
102,836
-3,568
| -3% | -$161K | 0.02% | 264 |
|
|
2018
Q1 | $5M | Sell |
106,404
-74,881
| -41% | -$3.52M | 0.02% | 248 |
|
|
2017
Q4 | $8.86M | Buy |
181,285
+50,003
| +38% | +$2.44M | 0.04% | 156 |
|
|
2017
Q3 | $6.04M | Sell |
131,282
-10,179
| -7% | -$469K | 0.03% | 203 |
|
|
2017
Q2 | $6.04M | Buy |
141,461
+62,084
| +78% | +$2.65M | 0.03% | 195 |
|
|
2017
Q1 | $3.91M | Sell |
79,377
-1,650
| -2% | -$81.2K | 0.02% | 262 |
|
|
2016
Q4 | $4.38M | Sell |
81,027
-27,558
| -25% | -$1.49M | 0.03% | 224 |
|
|
2016
Q3 | $4.87M | Sell |
108,585
-51,440
| -32% | -$2.31M | 0.03% | 209 |
|
|
2016
Q2 | $7.25M | Buy |
160,025
+65,257
| +69% | +$2.96M | 0.05% | 133 |
|
|
2016
Q1 | $3.39M | Sell |
94,768
-7,731
| -8% | -$276K | 0.03% | 212 |
|
|
2015
Q4 | $3.49M | Buy |
102,499
+22,042
| +27% | +$750K | 0.03% | 215 |
|
|
2015
Q3 | $2.84M | Buy |
80,457
+2,314
| +3% | +$81.8K | 0.03% | 229 |
|
|
2015
Q2 | $3.37M | Buy |
78,143
+2,407
| +3% | +$104K | 0.03% | 198 |
|
|
2015
Q1 | $3.32M | Buy |
75,736
+4,489
| +6% | +$197K | 0.03% | 195 |
|
|
2014
Q4 | $2.8M | Buy |
71,247
+6,702
| +10% | +$264K | 0.03% | 207 |
|
|
2014
Q3 | $4.16M | Buy |
64,545
+11,523
| +22% | +$743K | 0.05% | 147 |
|
|
2014
Q2 | $3.77M | Buy |
53,022
+10,249
| +24% | +$728K | 0.05% | 147 |
|
|
2014
Q1 | $2.52M | Buy |
42,773
+1,718
| +4% | +$101K | 0.04% | 168 |
|
|
2013
Q4 | $2.08M | Buy |
41,055
+729
| +2% | +$37K | 0.04% | 178 |
|
|
2013
Q3 | $1.94M | Buy |
40,326
+3,132
| +8% | +$151K | 0.04% | 155 |
|
|
2013
Q2 | $1.55M | Buy |
+37,194
| New | +$1.55M | 0.04% | 165 |
|