IFP Advisors’s Halozyme HALO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $233K | Buy |
4,421
+2,318
| +110% | +$122K | 0.01% | 1195 |
|
|
2025
Q1 | $134K | Buy |
2,103
+2,018
| +2,374% | +$129K | ﹤0.01% | 1365 |
|
|
2024
Q4 | $4.06K | Buy |
+85
| New | +$4.06K | ﹤0.01% | 2870 |
|
|
2024
Q3 | – | Sell |
-2,027
| Closed | -$106K | – | 3366 |
|
|
2024
Q2 | $106K | Buy |
2,027
+2,000
| +7,407% | +$105K | ﹤0.01% | 1342 |
|
|
2024
Q1 | $1.1K | Buy |
+27
| New | +$1.1K | ﹤0.01% | 2846 |
|
|
2023
Q3 | – | Sell |
-23
| Closed | -$830 | – | 3414 |
|
|
2023
Q2 | $830 | Sell |
23
-502
| -96% | -$18.1K | ﹤0.01% | 3119 |
|
|
2023
Q1 | $9.76K | Buy |
525
+21
| +4% | +$390 | ﹤0.01% | 2297 |
|
|
2022
Q4 | $13K | Sell |
504
-1,213
| -71% | -$31.3K | ﹤0.01% | 3209 |
|
|
2022
Q3 | $38K | Buy |
1,717
+803
| +88% | +$17.8K | ﹤0.01% | 2582 |
|
|
2022
Q2 | $18K | Hold |
914
| – | – | ﹤0.01% | 2940 |
|
|
2022
Q1 | $18K | Buy |
914
+886
| +3,164% | +$17.4K | ﹤0.01% | 2940 |
|
|
2021
Q4 | $1K | Sell |
28
-1,837
| -98% | -$65.6K | ﹤0.01% | 2966 |
|
|
2021
Q3 | $78K | Sell |
1,865
-57
| -3% | -$2.38K | ﹤0.01% | 1358 |
|
|
2021
Q2 | $88K | Sell |
1,922
-1,020
| -35% | -$46.7K | ﹤0.01% | 1297 |
|
|
2021
Q1 | $123K | Buy |
2,942
+618
| +27% | +$25.8K | ﹤0.01% | 1075 |
|
|
2020
Q4 | $100K | Buy |
+2,324
| New | +$100K | ﹤0.01% | 1138 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3269 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3140 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3113 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3159 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3298 |
|
|
2019
Q1 | – | Sell |
-9,225
| Closed | -$132K | – | 2768 |
|
|
2018
Q4 | $132K | Sell |
9,225
-2,075
| -18% | -$29.7K | 0.01% | 1048 |
|
|
2018
Q3 | $205K | Buy |
11,300
+225
| +2% | +$4.08K | 0.01% | 1059 |
|
|
2018
Q2 | $187K | Sell |
11,075
-2,300
| -17% | -$38.8K | 0.01% | 1086 |
|
|
2018
Q1 | $271K | Hold |
13,375
| – | – | 0.01% | 863 |
|
|
2017
Q4 | $271K | Buy |
13,375
+1,739
| +15% | +$35.2K | 0.01% | 862 |
|
|
2017
Q3 | $202K | Sell |
11,636
-3,050
| -21% | -$52.9K | 0.01% | 1129 |
|
|
2017
Q2 | $188K | Buy |
14,686
+1,226
| +9% | +$15.7K | 0.01% | 1156 |
|
|
2017
Q1 | $174K | Buy |
13,460
+2,850
| +27% | +$36.8K | 0.01% | 1186 |
|
|
2016
Q4 | $105K | Buy |
10,610
+1,499
| +16% | +$14.8K | 0.01% | 1415 |
|
|
2016
Q3 | $110K | Sell |
9,111
-1,966
| -18% | -$23.7K | 0.01% | 1303 |
|
|
2016
Q2 | $96K | Buy |
+11,077
| New | +$96K | 0.01% | 1360 |
|
|
2016
Q1 | – | Sell |
-2,836
| Closed | -$49K | – | 2810 |
|
|
2015
Q4 | $49K | Buy |
+2,836
| New | +$49K | ﹤0.01% | 1631 |
|