Kingswood 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 | – | Sell |
-8,122
| Closed | -$206K | – | 763 |
|
|
2025
Q1 | $206K | Buy |
+8,122
| New | +$206K | 0.02% | 678 |
|
|
2024
Q3 | – | Sell |
-9,693
| Closed | -$327K | – | 704 |
|
|
2024
Q2 | $327K | Buy |
9,693
+3,662
| +61% | +$124K | 0.03% | 495 |
|
|
2024
Q1 | $238K | Sell |
6,031
-4,417
| -42% | -$174K | 0.03% | 544 |
|
|
2023
Q4 | $378K | Buy |
+10,448
| New | +$378K | 0.04% | 406 |
|