NewSquare Capital’s Halliburton HAL Stock Holding History

NewSquare Capital’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 Q3	–	Sell	-976	Closed	-$19.9K	–	618
2025 Q2	$19.9K	Buy	976 +488	+100%	+$10.2K	﹤0.01%	480
2025 Q1	$12.4K	Buy	488 +410	+526%	+$10.8K	﹤0.01%	487
2024 Q4	$2.12K	Buy	+78	New	+$2.28K	﹤0.01%	540
2024 Q1	–	Sell	-3	Closed	-$108	–	483
2023 Q4	$108	Hold	3	–	–	﹤0.01%	469
2023 Q3	$122	Hold	3	–	–	﹤0.01%	565
2023 Q2	$99	Hold	3	–	–	﹤0.01%	796
2023 Q1	$95	Sell	3 -20	-87%	-$741	﹤0.01%	828
2022 Q4	$905	Hold	23	–	–	﹤0.01%	587
2022 Q3	$1K	Hold	23	–	–	﹤0.01%	391
2022 Q2	$1K	Hold	23	–	–	﹤0.01%	351
2022 Q1	$1K	Buy	+23	New	+$744	﹤0.01%	358
2016 Q4	–	Sell	-111	Closed	-$5K	–	377
2016 Q3	$5K	Buy	+111	New	+$4.85K	﹤0.01%	313
2016 Q2	–	Sell	-429	Closed	-$15K	–	371
2016 Q1	$15K	Buy	+429	New	+$14K	﹤0.01%	254

Other funds holding HAL

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

NewSquare Capital's HAL Position: Q3 2025 in Review

NewSquare Capital sold out of Halliburton (HAL) in Q3 2025, closing a stake of 976 shares — an estimated $19.9K sold.

NewSquare Capital first reported a position in HAL in Q1 2016 and held it in 13 quarters. The position peaked at $19.9K in Q2 2025. 919 funds tracked by Wall St. Rank hold HAL as of Q3 2025.

NewSquare Capital reported no remaining Halliburton position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 976 Halliburton shares in Q3 2025, an estimated $19.9K.
NewSquare Capital first reported a position in Halliburton in Q1 2016 and held it in 13 quarters.
NewSquare Capital's Halliburton position peaked at $19.9K in Q2 2025.
919 funds tracked by Wall St. Rank held Halliburton as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.