OneDigital 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 | – | Sell |
-8,386
| Closed | -$213K | – | 1475 |
|
|
2025
Q1 | $213K | Buy |
+8,386
| New | +$213K | ﹤0.01% | 1299 |
|
|
2024
Q4 | – | Sell |
-8,795
| Closed | -$255K | – | 1450 |
|
|
2024
Q3 | $255K | Buy |
8,795
+717
| +9% | +$20.8K | ﹤0.01% | 1240 |
|
|
2024
Q2 | $273K | Buy |
8,078
+1,622
| +25% | +$54.8K | ﹤0.01% | 1152 |
|
|
2024
Q1 | $254K | Sell |
6,456
-396
| -6% | -$15.6K | ﹤0.01% | 965 |
|
|
2023
Q4 | $248K | Buy |
6,852
+701
| +11% | +$25.3K | ﹤0.01% | 979 |
|
|
2023
Q3 | $249K | Sell |
6,151
-254
| -4% | -$10.3K | 0.01% | 864 |
|
|
2023
Q2 | $211K | Sell |
6,405
-187
| -3% | -$6.17K | ﹤0.01% | 943 |
|
|
2023
Q1 | $209K | Buy |
+6,592
| New | +$209K | ﹤0.01% | 899 |
|
|
2022
Q2 | – | Sell |
-6,610
| Closed | -$250K | – | 747 |
|
|
2022
Q1 | $250K | Buy |
+6,610
| New | +$250K | 0.01% | 639 |
|
|
2019
Q3 | – | Sell |
-4,508
| Closed | -$103K | – | 772 |
|
|
2019
Q2 | $103K | Buy |
4,508
+300
| +7% | +$6.85K | 0.01% | 458 |
|
|
2019
Q1 | $123K | Buy |
4,208
+1,333
| +46% | +$39K | 0.02% | 344 |
|
|
2018
Q4 | $76K | Buy |
2,875
+1,303
| +83% | +$34.4K | 0.01% | 383 |
|
|
2018
Q3 | $63K | Buy |
1,572
+2
| +0.1% | +$80 | 0.01% | 363 |
|
|
2018
Q2 | $71K | Buy |
1,570
+2
| +0.1% | +$90 | 0.01% | 407 |
|
|
2018
Q1 | $74K | Sell |
1,568
-98
| -6% | -$4.63K | 0.02% | 415 |
|
|
2017
Q4 | $81K | Buy |
1,666
+802
| +93% | +$39K | 0.01% | 390 |
|
|
2017
Q3 | $40K | Sell |
864
-933
| -52% | -$43.2K | 0.01% | 447 |
|
|
2017
Q2 | $77K | Buy |
+1,797
| New | +$77K | 0.02% | 374 |
|