Mount Yale Investment 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 | $43.3K | Buy |
+2,125
| New | +$43.3K | ﹤0.01% | 853 |
|
|
2024
Q4 | – | Sell |
-147,365
| Closed | -$4.28M | – | 566 |
|
|
2024
Q3 | $4.28M | Buy |
147,365
+11,299
| +8% | +$328K | 0.41% | 59 |
|
|
2024
Q2 | $4.6M | Sell |
136,066
-19,487
| -13% | -$658K | 0.36% | 56 |
|
|
2024
Q1 | $6.13M | Buy |
155,553
+32,871
| +27% | +$1.3M | 0.47% | 40 |
|
|
2023
Q4 | $4.43M | Sell |
122,682
-45,482
| -27% | -$1.64M | 0.42% | 52 |
|
|
2023
Q3 | $6.81M | Buy |
168,164
+152,874
| +1,000% | +$6.19M | 0.74% | 14 |
|
|
2023
Q2 | $504K | Buy |
15,290
+1,991
| +15% | +$65.7K | 0.05% | 304 |
|
|
2023
Q1 | $421K | Buy |
+13,299
| New | +$421K | 0.05% | 321 |
|
|
2018
Q4 | – | Sell |
-1,263
| Closed | -$46K | – | 501 |
|
|
2018
Q3 | $46K | Sell |
1,263
-209
| -14% | -$7.61K | 0.01% | 614 |
|
|
2018
Q2 | $66K | Sell |
1,472
-284
| -16% | -$12.7K | 0.01% | 577 |
|
|
2018
Q1 | $82K | Buy |
+1,756
| New | +$82K | 0.02% | 509 |
|