Intrua Financial’s Halliburton HAL Stock Holding History

Intrua Financial’s Portfolio HAL Stock Details HAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-6,369	Closed	-$215K	–	396
2024 Q2	$215K	Buy	6,369 +2	+0%	+$74	0.03%	369
2024 Q1	$251K	Sell	6,367 -433	-6%	-$15.5K	0.04%	357
2023 Q4	$246K	Buy	6,800 +1	+0%	+$38	0.04%	353
2023 Q3	$275K	Sell	6,799 -3,426	-34%	-$134K	0.05%	283
2023 Q2	$337K	Buy	+10,225	New	+$323K	0.06%	258

Other funds holding HAL

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Intrua Financial's HAL Position: Q3 2024 in Review

Intrua Financial sold out of Halliburton (HAL) in Q3 2024, closing a stake of 6,369 shares — an estimated $215K sold.

Intrua Financial first reported a position in HAL in Q2 2023 and held it in 5 quarters. The position peaked at $337K in Q2 2023. 922 funds tracked by Wall St. Rank hold HAL as of Q3 2024.

Intrua Financial reported no remaining Halliburton position as of Q3 2024 after selling out during the quarter.
Intrua Financial sold 6,369 Halliburton shares in Q3 2024, an estimated $215K.
Intrua Financial first reported a position in Halliburton in Q2 2023 and held it in 5 quarters.
Intrua Financial's Halliburton position peaked at $337K in Q2 2023.
922 funds tracked by Wall St. Rank held Halliburton as of Q3 2024.

Based on Intrua Financial's 13F filing for Q3 2024, filed 28 May 2025.