Optimum Investment Advisors’s Halliburton HAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $36.9K | Hold |
1,500
| – | – | 0.01% | 385 |
|
|
2025
Q2 | $30.6K | Sell |
1,500
-339
| -18% | -$7.11K | 0.01% | 392 |
|
|
2025
Q1 | $46.7K | Sell |
1,839
-92
| -5% | -$2.42K | 0.02% | 344 |
|
|
2024
Q4 | $52.5K | Hold |
1,931
| – | – | 0.02% | 337 |
|
|
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% | 340 |
|
|
2023
Q1 | $61.1K | Hold |
1,931
| – | – | 0.03% | 341 |
|
|
2022
Q4 | $76K | Hold |
1,931
| – | – | 0.04% | 315 |
|
|
2022
Q3 | $48K | Buy |
1,931
+339
| +21% | +$9.7K | 0.03% | 382 |
|
|
2022
Q2 | $50K | Hold |
1,592
| – | – | 0.03% | 397 |
|
|
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% | 523 |
|
|
2021
Q2 | $37K | Sell |
1,592
-581
| -27% | -$12.9K | 0.01% | 568 |
|
|
2021
Q1 | $47K | Buy |
2,173
+1
| +0% | +$21 | 0.01% | 514 |
|
|
2020
Q4 | $41K | Buy |
2,172
+1
| +0% | +$16 | 0.01% | 511 |
|
|
2020
Q3 | $26K | Sell |
2,171
-198
| -8% | -$2.87K | 0.01% | 559 |
|
|
2020
Q2 | $31K | Buy |
2,369
+152
| +7% | +$1.64K | 0.01% | 527 |
|
|
2020
Q1 | $15K | Sell |
2,217
-1,339
| -38% | -$23.3K | 0.01% | 626 |
|
|
2019
Q4 | $87K | Sell |
3,556
-397
| -10% | -$8.37K | 0.03% | 413 |
|
|
2019
Q3 | $75K | Sell |
3,953
-1,270
| -24% | -$26.3K | 0.02% | 427 |
|
|
2019
Q2 | $119K | Buy |
5,223
+3
| +0.1% | +$78 | 0.04% | 341 |
|
|
2019
Q1 | $153K | Buy |
5,220
+628
| +14% | +$19K | 0.05% | 312 |
|
|
2018
Q4 | $122K | Sell |
4,592
-1,400
| -23% | -$47.2K | 0.04% | 334 |
|
|
2018
Q3 | $243K | Sell |
5,992
-4,950
| -45% | -$205K | 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% | -$26.4K | 0.17% | 156 |
|
|
2017
Q3 | $531K | Sell |
11,542
-9,060
| -44% | -$380K | 0.18% | 155 |
|
|
2017
Q2 | $880K | Sell |
20,602
-2,500
| -11% | -$115K | 0.3% | 98 |
|
|
2017
Q1 | $1.14M | Buy |
23,102
+14,910
| +182% | +$802K | 0.4% | 71 |
|
|
2016
Q4 | $443K | Sell |
8,192
-107
| -1% | -$5.33K | 0.17% | 165 |
|
|
2016
Q3 | $372K | Buy |
8,299
+1
| +0% | +$44 | 0.14% | 192 |
|
|
2016
Q2 | $376K | Sell |
8,298
-2,227
| -21% | -$91.6K | 0.15% | 184 |
|
|
2016
Q1 | $376K | Sell |
10,525
-2,903
| -22% | -$94.7K | 0.15% | 178 |
|
|
2015
Q4 | $457K | Sell |
13,428
-699
| -5% | -$26.4K | 0.18% | 162 |
|
|
2015
Q3 | $499K | Buy |
+14,127
| New | +$556K | 0.2% | 143 |
|
|
2015
Q1 | $736K | Buy |
16,774
+2,309
| +16% | +$96.3K | 0.23% | 118 |
|
|
2014
Q4 | $569K | Sell |
14,465
-3,381
| -19% | -$165K | 0.18% | 145 |
|
|
2014
Q3 | $1.13M | Buy |
17,846
+2,151
| +14% | +$148K | 0.37% | 68 |
|
|
2014
Q2 | $1.11M | Buy |
15,695
+220
| +1% | +$14.1K | 0.36% | 71 |
|
|
2014
Q1 | $911K | Buy |
15,475
+35
| +0.2% | +$1.87K | 0.34% | 80 |
|
|
2013
Q4 | $784K | Buy |
15,440
+200
| +1% | +$10.3K | 0.3% | 96 |
|
|
2013
Q3 | $734K | Buy |
+15,240
| New | +$714K | 0.3% | 91 |
|
Other funds holding HAL
Optimum Investment Advisors's HAL Position: Q3 2025 in Review
Optimum Investment Advisors held its Halliburton (HAL) position steady in Q3 2025 at 1,500 shares worth $36.9K. The position accounts for 0.01% of the portfolio, ranked #385.
Optimum Investment Advisors first reported a position in HAL in Q3 2013 and has held it in 48 quarters since. The position peaked at $1.14M in Q1 2017. 917 funds tracked by Wall St. Rank hold HAL as of Q3 2025.
- Optimum Investment Advisors held 1,500 shares of Halliburton worth $36.9K as of Q3 2025.
- Optimum Investment Advisors left its Halliburton share count unchanged in Q3 2025.
- Halliburton made up 0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #385 holding.
- Optimum Investment Advisors first reported a position in Halliburton in Q3 2013 and has held it in 48 quarters since.
- Optimum Investment Advisors's Halliburton position peaked at $1.14M in Q1 2017.
- 917 funds tracked by Wall St. Rank held Halliburton as of Q3 2025.
Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.