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Legend Financial Advisors’s Halliburton HAL Stock Holding History

Legend Financial Advisors’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
2025
Q1 		– Sell
-840
Closed -$22.8K – 123
2024
Q4 		$22.8K Sell
840
-17,520
-95% -$512K 0.02% 81
2024
Q3 		$533K Hold
18,360
– – 0.37% 29
2024
Q2 		$620K Buy
18,360
+268
+1% +$9.89K 0.44% 30
2024
Q1 		$713K Hold
18,092
– – 0.52% 27
2023
Q4 		$654K Sell
18,092
-199
-1% -$7.65K 0.53% 26
2023
Q3 		$741K Sell
18,291
-772
-4% -$30.2K 0.63% 22
2023
Q2 		$629K Buy
19,063
+3,506
+23% +$111K 0.52% 25
2023
Q1 		$492K Buy
+15,557
New +$576K 0.41% 31

Other funds holding HAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Legend Financial Advisors's HAL Position: Q1 2025 in Review

Legend Financial Advisors sold out of Halliburton (HAL) in Q1 2025, closing a stake of 840 shares — an estimated $22.8K sold.

Legend Financial Advisors first reported a position in HAL in Q1 2023 and held it in 8 quarters. The position peaked at $741K in Q3 2023. 953 funds tracked by Wall St. Rank hold HAL as of Q1 2025.

  • Legend Financial Advisors reported no remaining Halliburton position as of Q1 2025 after selling out during the quarter.
  • Legend Financial Advisors sold 840 Halliburton shares in Q1 2025, an estimated $22.8K.
  • Legend Financial Advisors first reported a position in Halliburton in Q1 2023 and held it in 8 quarters.
  • Legend Financial Advisors's Halliburton position peaked at $741K in Q3 2023.
  • 953 funds tracked by Wall St. Rank held Halliburton as of Q1 2025.

Based on Legend Financial Advisors's 13F filing for Q1 2025, filed 14 May 2025.