Great Valley Advisor 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 | – | Sell |
-152,085
| Closed | -$3.86M | – | 918 |
|
|
2025
Q1 | $3.86M | Buy |
152,085
+25,650
| +20% | +$651K | 0.08% | 213 |
|
|
2024
Q4 | $3.44M | Buy |
126,435
+18,549
| +17% | +$504K | 0.08% | 235 |
|
|
2024
Q3 | $3.13M | Buy |
107,886
+10,575
| +11% | +$307K | 0.08% | 248 |
|
|
2024
Q2 | $3.29M | Buy |
97,311
+17,053
| +21% | +$576K | 0.09% | 221 |
|
|
2024
Q1 | $3.16M | Buy |
80,258
+4,106
| +5% | +$162K | 0.1% | 211 |
|
|
2023
Q4 | $2.75M | Buy |
76,152
+4,076
| +6% | +$147K | 0.1% | 197 |
|
|
2023
Q3 | $2.92M | Buy |
72,076
+4,868
| +7% | +$197K | 0.12% | 181 |
|
|
2023
Q2 | $2.22M | Buy |
67,208
+59,820
| +810% | +$1.97M | 0.09% | 208 |
|
|
2023
Q1 | $234K | Buy |
+7,388
| New | +$234K | 0.01% | 612 |
|