Optimum 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 | $30.6K | Sell |
1,500
-339
| -18% | -$6.91K | 0.01% | 392 |
|
2025
Q1 | $46.7K | Sell |
1,839
-92
| -5% | -$2.33K | 0.02% | 343 |
|
2024
Q4 | $52.5K | Hold |
1,931
| – | – | 0.02% | 336 |
|
2024
Q3 | $56.1K | Hold |
1,931
| – | – | 0.02% | 346 |
|
2024
Q2 | $65.2K | Hold |
1,931
| – | – | 0.03% | 327 |
|
2024
Q1 | $76.1K | Hold |
1,931
| – | – | 0.04% | 309 |
|
2023
Q4 | $69.8K | Hold |
1,931
| – | – | 0.04% | 310 |
|
2023
Q3 | $78.2K | Hold |
1,931
| – | – | 0.04% | 302 |
|
2023
Q2 | $63.7K | Hold |
1,931
| – | – | 0.03% | 339 |
|
2023
Q1 | $61.1K | Hold |
1,931
| – | – | 0.03% | 341 |
|
2022
Q4 | $76K | Hold |
1,931
| – | – | 0.04% | 314 |
|
2022
Q3 | $48K | Buy |
1,931
+339
| +21% | +$8.43K | 0.03% | 381 |
|
2022
Q2 | $50K | Hold |
1,592
| – | – | 0.03% | 396 |
|
2022
Q1 | $60K | Hold |
1,592
| – | – | 0.03% | 397 |
|
2021
Q4 | $36K | Hold |
1,592
| – | – | 0.01% | 520 |
|
2021
Q3 | $34K | Hold |
1,592
| – | – | 0.01% | 522 |
|
2021
Q2 | $37K | Sell |
1,592
-581
| -27% | -$13.5K | 0.01% | 567 |
|
2021
Q1 | $47K | Buy |
2,173
+1
| +0% | +$22 | 0.01% | 513 |
|
2020
Q4 | $41K | Buy |
2,172
+1
| +0% | +$19 | 0.01% | 511 |
|
2020
Q3 | $26K | Sell |
2,171
-198
| -8% | -$2.37K | 0.01% | 558 |
|
2020
Q2 | $31K | Buy |
2,369
+152
| +7% | +$1.99K | 0.01% | 527 |
|
2020
Q1 | $15K | Sell |
2,217
-1,339
| -38% | -$9.06K | 0.01% | 625 |
|
2019
Q4 | $87K | Sell |
3,556
-397
| -10% | -$9.71K | 0.03% | 413 |
|
2019
Q3 | $75K | Sell |
3,953
-1,270
| -24% | -$24.1K | 0.02% | 427 |
|
2019
Q2 | $119K | Buy |
5,223
+3
| +0.1% | +$68 | 0.04% | 341 |
|
2019
Q1 | $153K | Buy |
5,220
+628
| +14% | +$18.4K | 0.05% | 312 |
|
2018
Q4 | $122K | Sell |
4,592
-1,400
| -23% | -$37.2K | 0.04% | 334 |
|
2018
Q3 | $243K | Sell |
5,992
-4,950
| -45% | -$201K | 0.07% | 273 |
|
2018
Q2 | $493K | Hold |
10,942
| – | – | 0.14% | 163 |
|
2018
Q1 | $514K | Hold |
10,942
| – | – | 0.15% | 160 |
|
2017
Q4 | $535K | Sell |
10,942
-600
| -5% | -$29.3K | 0.17% | 156 |
|
2017
Q3 | $531K | Sell |
11,542
-9,060
| -44% | -$417K | 0.18% | 155 |
|
2017
Q2 | $880K | Sell |
20,602
-2,500
| -11% | -$107K | 0.3% | 98 |
|
2017
Q1 | $1.14M | Buy |
23,102
+14,910
| +182% | +$734K | 0.4% | 71 |
|
2016
Q4 | $443K | Sell |
8,192
-107
| -1% | -$5.79K | 0.17% | 165 |
|
2016
Q3 | $372K | Buy |
8,299
+1
| +0% | +$45 | 0.14% | 192 |
|
2016
Q2 | $376K | Sell |
8,298
-2,227
| -21% | -$101K | 0.15% | 184 |
|
2016
Q1 | $376K | Sell |
10,525
-2,903
| -22% | -$104K | 0.15% | 178 |
|
2015
Q4 | $457K | Sell |
13,428
-699
| -5% | -$23.8K | 0.18% | 162 |
|
2015
Q3 | $499K | Buy |
+14,127
| New | +$499K | 0.2% | 143 |
|
2015
Q1 | $736K | Buy |
16,774
+2,309
| +16% | +$101K | 0.23% | 118 |
|
2014
Q4 | $569K | Sell |
14,465
-3,381
| -19% | -$133K | 0.18% | 145 |
|
2014
Q3 | $1.13M | Buy |
17,846
+2,151
| +14% | +$136K | 0.37% | 68 |
|
2014
Q2 | $1.11M | Buy |
15,695
+220
| +1% | +$15.6K | 0.36% | 71 |
|
2014
Q1 | $911K | Buy |
15,475
+35
| +0.2% | +$2.06K | 0.34% | 80 |
|
2013
Q4 | $784K | Buy |
15,440
+200
| +1% | +$10.2K | 0.3% | 96 |
|
2013
Q3 | $734K | Buy |
+15,240
| New | +$734K | 0.3% | 91 |
|