PFG Private Wealth Management’s Halliburton HAL Stock Holding History

PFG Private Wealth Management’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 Q2	–	Sell	-50	Closed	-$1.27K	–	132
2025 Q1	$1.27K	Sell	50 -18	-26%	-$473	﹤0.01%	240
2024 Q4	$1.83K	Sell	68 -49	-42%	-$1.43K	﹤0.01%	198
2024 Q3	$3.41K	Hold	117	–	–	﹤0.01%	180
2024 Q2	$3.96K	Hold	117	–	–	﹤0.01%	165
2024 Q1	$4.62K	Sell	117 -1	-0.8%	-$36	﹤0.01%	155
2023 Q4	$4.23K	Sell	118 -997	-89%	-$38.3K	﹤0.01%	164
2023 Q3	$45.2K	Sell	1,115 -1,737	-61%	-$68K	0.03%	95
2023 Q2	$94.1K	Buy	2,852 +10	+0.4%	+$316	0.06%	111
2023 Q1	$89.9K	Sell	2,842 -190	-6%	-$7.04K	0.06%	114
2022 Q4	$119K	Sell	3,032 -44	-1%	-$1.56K	0.07%	74
2022 Q3	$76K	Hold	3,076	–	–	0.05%	112
2022 Q2	$96K	Buy	3,076 +2,876	+1,438%	+$107K	0.05%	105
2022 Q1	$8K	Hold	200	–	–	﹤0.01%	210
2021 Q4	$5K	Hold	200	–	–	﹤0.01%	225
2021 Q3	$4K	Buy	+200	New	+$4.1K	﹤0.01%	217

Other funds holding HAL

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

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

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

PFG Private Wealth Management's HAL Position: Q2 2025 in Review

PFG Private Wealth Management sold out of Halliburton (HAL) in Q2 2025, closing a stake of 50 shares — an estimated $1.27K sold.

PFG Private Wealth Management first reported a position in HAL in Q3 2021 and held it in 15 quarters. The position peaked at $119K in Q4 2022. 902 funds tracked by Wall St. Rank hold HAL as of Q2 2025.

PFG Private Wealth Management reported no remaining Halliburton position as of Q2 2025 after selling out during the quarter.
PFG Private Wealth Management sold 50 Halliburton shares in Q2 2025, an estimated $1.27K.
PFG Private Wealth Management first reported a position in Halliburton in Q3 2021 and held it in 15 quarters.
PFG Private Wealth Management's Halliburton position peaked at $119K in Q4 2022.
902 funds tracked by Wall St. Rank held Halliburton as of Q2 2025.

Based on PFG Private Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.