JFS Wealth Advisors’s Halliburton HAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $98.2K | Buy |
4,819
+4,616
| +2,274% | +$94.1K | 0.01% | 370 |
|
|
2025
Q1 | $5.15K | Sell |
203
-167
| -45% | -$4.24K | ﹤0.01% | 1114 |
|
|
2024
Q4 | $10.1K | Sell |
370
-89
| -19% | -$2.42K | ﹤0.01% | 847 |
|
|
2024
Q3 | $13.3K | Buy |
459
+32
| +7% | +$930 | ﹤0.01% | 756 |
|
|
2024
Q2 | $14.4K | Sell |
427
-11
| -3% | -$372 | ﹤0.01% | 681 |
|
|
2024
Q1 | $17.3K | Buy |
438
+1
| +0.2% | +$39 | ﹤0.01% | 657 |
|
|
2023
Q4 | $15.8K | Sell |
437
-18
| -4% | -$651 | ﹤0.01% | 644 |
|
|
2023
Q3 | $18.4K | Buy |
455
+97
| +27% | +$3.93K | ﹤0.01% | 567 |
|
|
2023
Q2 | $11.8K | Sell |
358
-151
| -30% | -$4.98K | ﹤0.01% | 682 |
|
|
2023
Q1 | $16.1K | Sell |
509
-51
| -9% | -$1.61K | ﹤0.01% | 580 |
|
|
2022
Q4 | $22K | Sell |
560
-30
| -5% | -$1.18K | ﹤0.01% | 516 |
|
|
2022
Q3 | $15K | Sell |
590
-1,430
| -71% | -$36.4K | ﹤0.01% | 631 |
|
|
2022
Q2 | $63K | Buy |
2,020
+33
| +2% | +$1.03K | 0.01% | 358 |
|
|
2022
Q1 | $75K | Buy |
1,987
+263
| +15% | +$9.93K | 0.01% | 343 |
|
|
2021
Q4 | $39K | Buy |
1,724
+134
| +8% | +$3.03K | ﹤0.01% | 462 |
|
|
2021
Q3 | $34K | Hold |
1,590
| – | – | ﹤0.01% | 466 |
|
|
2021
Q2 | $37K | Sell |
1,590
-194
| -11% | -$4.51K | 0.01% | 299 |
|
|
2021
Q1 | $38K | Hold |
1,784
| – | – | 0.01% | 274 |
|
|
2020
Q4 | $34K | Sell |
1,784
-94
| -5% | -$1.79K | 0.01% | 278 |
|
|
2020
Q3 | $23K | Hold |
1,878
| – | – | 0.01% | 301 |
|
|
2020
Q2 | $24K | Hold |
1,878
| – | – | 0.01% | 288 |
|
|
2020
Q1 | $13K | Buy |
1,878
+422
| +29% | +$2.92K | ﹤0.01% | 317 |
|
|
2019
Q4 | $36K | Hold |
1,456
| – | – | 0.01% | 262 |
|
|
2019
Q3 | $27K | Buy |
1,456
+463
| +47% | +$8.59K | 0.01% | 276 |
|
|
2019
Q2 | $23K | Buy |
993
+693
| +231% | +$16.1K | 0.01% | 289 |
|
|
2019
Q1 | $9K | Hold |
300
| – | – | ﹤0.01% | 364 |
|
|
2018
Q4 | $8K | Hold |
300
| – | – | ﹤0.01% | 365 |
|
|
2018
Q3 | $12K | Hold |
300
| – | – | ﹤0.01% | 386 |
|
|
2018
Q2 | $14K | Hold |
300
| – | – | ﹤0.01% | 340 |
|
|
2018
Q1 | $14K | Hold |
300
| – | – | ﹤0.01% | 345 |
|
|
2017
Q4 | $15K | Hold |
300
| – | – | ﹤0.01% | 350 |
|
|
2017
Q3 | $14K | Hold |
300
| – | – | ﹤0.01% | 350 |
|
|
2017
Q2 | $13K | Sell |
300
-76
| -20% | -$3.29K | ﹤0.01% | 333 |
|
|
2017
Q1 | $20K | Hold |
376
| – | – | 0.01% | 306 |
|
|
2016
Q4 | $20K | Hold |
376
| – | – | 0.01% | 306 |
|
|
2016
Q3 | $17K | Hold |
376
| – | – | ﹤0.01% | 342 |
|
|
2016
Q2 | $17K | Sell |
376
-59
| -14% | -$2.67K | ﹤0.01% | 343 |
|
|
2016
Q1 | $16K | Sell |
435
-16
| -4% | -$589 | ﹤0.01% | 345 |
|
|
2015
Q4 | $15K | Buy |
451
+53
| +13% | +$1.76K | ﹤0.01% | 356 |
|
|
2015
Q3 | $14K | Buy |
398
+145
| +57% | +$5.1K | 0.01% | 307 |
|
|
2015
Q2 | $11K | Hold |
253
| – | – | 0.01% | 353 |
|
|
2015
Q1 | $11K | Sell |
253
-140
| -36% | -$6.09K | 0.01% | 348 |
|
|
2014
Q4 | $15K | Buy |
+393
| New | +$15K | ﹤0.01% | 321 |
|