Geneos Wealth Management’s Halliburton HAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $243K | Sell |
11,918
-12,427
| -51% | -$253K | 0.01% | 924 |
|
|
2025
Q1 | $618K | Buy |
24,345
+13,609
| +127% | +$345K | 0.01% | 815 |
|
|
2024
Q4 | $292K | Buy |
10,736
+1,324
| +14% | +$36K | 0.01% | 718 |
|
|
2024
Q3 | $273K | Sell |
9,412
-223
| -2% | -$6.48K | 0.01% | 691 |
|
|
2024
Q2 | $325K | Sell |
9,635
-721
| -7% | -$24.4K | 0.01% | 590 |
|
|
2024
Q1 | $408K | Buy |
10,356
+5,802
| +127% | +$229K | 0.02% | 540 |
|
|
2023
Q4 | $165K | Sell |
4,554
-972
| -18% | -$35.1K | 0.01% | 715 |
|
|
2023
Q3 | $224K | Buy |
5,526
+1,102
| +25% | +$44.6K | 0.01% | 655 |
|
|
2023
Q2 | $146K | Buy |
4,424
+245
| +6% | +$8.08K | 0.01% | 763 |
|
|
2023
Q1 | $132K | Sell |
4,179
-1,257
| -23% | -$39.8K | 0.01% | 760 |
|
|
2022
Q4 | $214K | Buy |
5,436
+553
| +11% | +$21.8K | 0.01% | 609 |
|
|
2022
Q3 | $120K | Sell |
4,883
-11,900
| -71% | -$292K | 0.01% | 751 |
|
|
2022
Q2 | $527K | Buy |
16,783
+55
| +0.3% | +$1.73K | 0.03% | 480 |
|
|
2022
Q1 | $633K | Sell |
16,728
-3,809
| -19% | -$144K | 0.03% | 478 |
|
|
2021
Q4 | $469K | Sell |
20,537
-13,941
| -40% | -$318K | 0.02% | 595 |
|
|
2021
Q3 | $768K | Sell |
34,478
-1,819
| -5% | -$40.5K | 0.03% | 460 |
|
|
2021
Q2 | $863K | Sell |
36,297
-2,545
| -7% | -$60.5K | 0.03% | 405 |
|
|
2021
Q1 | $759K | Sell |
38,842
-2,491
| -6% | -$48.7K | 0.02% | 514 |
|
|
2020
Q4 | $794K | Sell |
41,333
-22,856
| -36% | -$439K | 0.03% | 418 |
|
|
2020
Q3 | $794K | Sell |
64,189
-14,999
| -19% | -$186K | 0.04% | 334 |
|
|
2020
Q2 | $944K | Buy |
79,188
+23,684
| +43% | +$282K | 0.05% | 294 |
|
|
2020
Q1 | $355K | Buy |
55,504
+3,319
| +6% | +$21.2K | 0.02% | 446 |
|
|
2019
Q4 | $1.27M | Buy |
52,185
+12,812
| +33% | +$313K | 0.07% | 263 |
|
|
2019
Q3 | $737K | Sell |
39,373
-8,180
| -17% | -$153K | 0.04% | 331 |
|
|
2019
Q2 | $1.08M | Buy |
47,553
+17,094
| +56% | +$389K | 0.07% | 264 |
|
|
2019
Q1 | $892K | Buy |
30,459
+310
| +1% | +$9.08K | 0.06% | 285 |
|
|
2018
Q4 | $797K | Buy |
30,149
+11,556
| +62% | +$305K | 0.06% | 286 |
|
|
2018
Q3 | $753K | Buy |
18,593
+1,100
| +6% | +$44.5K | 0.05% | 309 |
|
|
2018
Q2 | $788K | Sell |
17,493
-3,398
| -16% | -$153K | 0.06% | 262 |
|
|
2018
Q1 | $980K | Sell |
20,891
-1,560
| -7% | -$73.2K | 0.09% | 216 |
|
|
2017
Q4 | $1.1M | Sell |
22,451
-5,353
| -19% | -$262K | 0.1% | 193 |
|
|
2017
Q3 | $1.28M | Buy |
27,804
+7,524
| +37% | +$346K | 0.13% | 167 |
|
|
2017
Q2 | $866K | Buy |
20,280
+1,311
| +7% | +$56K | 0.09% | 210 |
|
|
2017
Q1 | $933K | Buy |
18,969
+2,322
| +14% | +$114K | 0.1% | 184 |
|
|
2016
Q4 | $900K | Buy |
16,647
+362
| +2% | +$19.6K | 0.12% | 173 |
|
|
2016
Q3 | $730K | Sell |
16,285
-488
| -3% | -$21.9K | 0.1% | 200 |
|
|
2016
Q2 | $764K | Sell |
16,773
-1,145
| -6% | -$52.2K | 0.11% | 180 |
|
|
2016
Q1 | $628K | Buy |
+17,918
| New | +$628K | 0.1% | 202 |
|