Everhart Financial Group’s Halliburton HAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $369K | Buy |
18,104
+4,444
| +33% | +$90.6K | 0.04% | 269 |
|
|
2025
Q1 | $347K | Buy |
13,660
+5,734
| +72% | +$145K | 0.05% | 264 |
|
|
2024
Q4 | $216K | Sell |
7,926
-498
| -6% | -$13.5K | 0.04% | 298 |
|
|
2024
Q3 | $245K | Sell |
8,424
-862
| -9% | -$25K | 0.05% | 290 |
|
|
2024
Q2 | $314K | Buy |
9,286
+1,675
| +22% | +$56.6K | 0.08% | 219 |
|
|
2024
Q1 | $300K | Buy |
+7,611
| New | +$300K | 0.09% | 213 |
|
|
2023
Q4 | – | Sell |
-5,253
| Closed | -$213K | – | 245 |
|
|
2023
Q3 | $213K | Buy |
+5,253
| New | +$213K | 0.09% | 196 |
|