GeoWealth 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
$58.1K Buy
2,849
+1,824
+178% +$37.2K ﹤0.01% 913
2025
Q1
$26K Sell
1,025
-2,574
-72% -$65.3K ﹤0.01% 957
2024
Q4
$97.9K Sell
3,599
-1,179
-25% -$32.1K ﹤0.01% 975
2024
Q3
$139K Sell
4,778
-1,375
-22% -$39.9K ﹤0.01% 818
2024
Q2
$208K Buy
6,153
+730
+13% +$24.7K 0.01% 671
2024
Q1
$214K Buy
+5,423
New +$214K 0.01% 667