Dynamic Advisor Solutions’s Halliburton HAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-8,758
| Closed | -$238K | – | 858 |
|
|
2024
Q4 | $238K | Sell |
8,758
-1,924
| -18% | -$52.3K | 0.01% | 582 |
|
|
2024
Q3 | $310K | Sell |
10,682
-6,103
| -36% | -$177K | 0.01% | 738 |
|
|
2024
Q2 | $567K | Sell |
16,785
-837
| -5% | -$28.3K | 0.02% | 597 |
|
|
2024
Q1 | $695K | Buy |
17,622
+2,071
| +13% | +$81.6K | 0.02% | 519 |
|
|
2023
Q4 | $559K | Buy |
15,551
+1,689
| +12% | +$60.8K | 0.02% | 552 |
|
|
2023
Q3 | $561K | Buy |
13,862
+1,350
| +11% | +$54.7K | 0.03% | 486 |
|
|
2023
Q2 | $413K | Sell |
12,512
-488
| -4% | -$16.1K | 0.02% | 550 |
|
|
2023
Q1 | $411K | Sell |
13,000
-1,444
| -10% | -$45.7K | 0.02% | 519 |
|
|
2022
Q4 | $568K | Sell |
14,444
-536
| -4% | -$21.1K | 0.04% | 407 |
|
|
2022
Q3 | $369K | Buy |
14,980
+1,041
| +7% | +$25.6K | 0.03% | 469 |
|
|
2022
Q2 | $437K | Sell |
13,939
-1,342
| -9% | -$42.1K | 0.03% | 434 |
|
|
2022
Q1 | $579K | Sell |
15,281
-1,161
| -7% | -$44K | 0.04% | 405 |
|
|
2021
Q4 | $376K | Sell |
16,442
-85
| -0.5% | -$1.94K | 0.03% | 502 |
|
|
2021
Q3 | $357K | Buy |
16,527
+2,513
| +18% | +$54.3K | 0.03% | 526 |
|
|
2021
Q2 | $324K | Sell |
14,014
-104
| -0.7% | -$2.4K | 0.03% | 526 |
|
|
2021
Q1 | $303K | Sell |
14,118
-1,021
| -7% | -$21.9K | 0.03% | 496 |
|
|
2020
Q4 | $286K | Sell |
15,139
-515
| -3% | -$9.73K | 0.03% | 502 |
|
|
2020
Q3 | $189K | Sell |
15,654
-984
| -6% | -$11.9K | 0.02% | 539 |
|
|
2020
Q2 | $216K | Buy |
+16,638
| New | +$216K | 0.03% | 461 |
|
|
2019
Q3 | – | Sell |
-9,826
| Closed | -$223K | – | 528 |
|
|
2019
Q2 | $223K | Buy |
+9,826
| New | +$223K | 0.04% | 429 |
|
|
2018
Q3 | – | Sell |
-4,507
| Closed | -$203K | – | 414 |
|
|
2018
Q2 | $203K | Sell |
4,507
-1,869
| -29% | -$84.2K | 0.05% | 373 |
|
|
2018
Q1 | $299K | Buy |
+6,376
| New | +$299K | 0.08% | 256 |
|
|
2015
Q2 | – | Sell |
-9,249
| Closed | -$406K | – | 168 |
|
|
2015
Q1 | $406K | Buy |
+9,249
| New | +$406K | 0.2% | 132 |
|