Plante Moran Financial 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 | $2.12K | Hold |
104
| – | – | ﹤0.01% | 668 |
|
|
2025
Q1 | $2.64K | Sell |
104
-248
| -70% | -$6.29K | ﹤0.01% | 686 |
|
|
2024
Q4 | $9.57K | Sell |
352
-434
| -55% | -$11.8K | ﹤0.01% | 581 |
|
|
2024
Q3 | $22.8K | Sell |
786
-318
| -29% | -$9.24K | ﹤0.01% | 506 |
|
|
2024
Q2 | $37.3K | Hold |
1,104
| – | – | ﹤0.01% | 387 |
|
|
2024
Q1 | $43.5K | Sell |
1,104
-5,590
| -84% | -$220K | ﹤0.01% | 378 |
|
|
2023
Q4 | $242K | Buy |
6,694
+1,000
| +18% | +$36.2K | 0.03% | 144 |
|
|
2023
Q3 | $231K | Sell |
5,694
-285
| -5% | -$11.5K | 0.03% | 134 |
|
|
2023
Q2 | $197K | Buy |
5,979
+285
| +5% | +$9.4K | 0.02% | 156 |
|
|
2023
Q1 | $180K | Hold |
5,694
| – | – | 0.02% | 158 |
|
|
2022
Q4 | $224K | Hold |
5,694
| – | – | 0.03% | 143 |
|
|
2022
Q3 | $140K | Hold |
5,694
| – | – | 0.02% | 175 |
|
|
2022
Q2 | $179K | Hold |
5,694
| – | – | 0.03% | 161 |
|
|
2022
Q1 | $216K | Sell |
5,694
-4,152
| -42% | -$158K | 0.04% | 156 |
|
|
2021
Q4 | $225K | Buy |
9,846
+152
| +2% | +$3.47K | 0.04% | 168 |
|
|
2021
Q3 | $210K | Sell |
9,694
-22
| -0.2% | -$477 | 0.05% | 181 |
|
|
2021
Q2 | $225K | Buy |
9,716
+22
| +0.2% | +$509 | 0.05% | 162 |
|
|
2021
Q1 | $208K | Hold |
9,694
| – | – | 0.06% | 166 |
|
|
2020
Q4 | $183K | Hold |
9,694
| – | – | 0.06% | 184 |
|
|
2020
Q3 | $117K | Hold |
9,694
| – | – | 0.04% | 216 |
|
|
2020
Q2 | $126K | Hold |
9,694
| – | – | 0.05% | 183 |
|
|
2020
Q1 | $66K | Buy |
9,694
+9,590
| +9,221% | +$65.3K | 0.03% | 229 |
|
|
2019
Q4 | $3K | Sell |
104
-176
| -63% | -$5.08K | ﹤0.01% | 660 |
|
|
2019
Q3 | $5K | Hold |
280
| – | – | ﹤0.01% | 683 |
|
|
2019
Q2 | $6K | Sell |
280
-36
| -11% | -$771 | ﹤0.01% | 620 |
|
|
2019
Q1 | $9K | Sell |
316
-291
| -48% | -$8.29K | ﹤0.01% | 561 |
|
|
2018
Q4 | $16K | Buy |
607
+243
| +67% | +$6.41K | 0.01% | 447 |
|
|
2018
Q3 | $15K | Buy |
364
+38
| +12% | +$1.57K | ﹤0.01% | 453 |
|
|
2018
Q2 | $15K | Sell |
326
-181
| -36% | -$8.33K | 0.01% | 501 |
|
|
2018
Q1 | $24K | Buy |
507
+35
| +7% | +$1.66K | 0.01% | 466 |
|
|
2017
Q4 | $23K | Buy |
472
+353
| +297% | +$17.2K | 0.01% | 476 |
|
|
2017
Q3 | $5K | Sell |
119
-20
| -14% | -$840 | ﹤0.01% | 652 |
|
|
2017
Q2 | $6K | Buy |
139
+35
| +34% | +$1.51K | ﹤0.01% | 637 |
|
|
2017
Q1 | $5K | Sell |
104
-44
| -30% | -$2.12K | ﹤0.01% | 694 |
|
|
2016
Q4 | $8K | Buy |
148
+92
| +164% | +$4.97K | 0.01% | 620 |
|
|
2016
Q3 | $3K | Sell |
56
-150
| -73% | -$8.04K | ﹤0.01% | 781 |
|
|
2016
Q2 | $9K | Sell |
206
-350
| -63% | -$15.3K | 0.01% | 537 |
|
|
2016
Q1 | $20K | Sell |
556
-144
| -21% | -$5.18K | 0.02% | 384 |
|
|
2015
Q4 | $24K | Sell |
700
-498
| -42% | -$17.1K | 0.02% | 416 |
|
|
2015
Q3 | $42K | Sell |
1,198
-61
| -5% | -$2.14K | 0.03% | 283 |
|
|
2015
Q2 | $54K | Buy |
1,259
+2
| +0.2% | +$86 | 0.04% | 279 |
|
|
2015
Q1 | $55K | Buy |
1,257
+502
| +66% | +$22K | 0.04% | 265 |
|
|
2014
Q4 | $30K | Buy |
755
+500
| +196% | +$19.9K | 0.02% | 351 |
|
|
2014
Q3 | $16K | Sell |
255
-22
| -8% | -$1.38K | 0.01% | 443 |
|
|
2014
Q2 | $20K | Buy |
277
+255
| +1,159% | +$18.4K | 0.02% | 382 |
|
|
2014
Q1 | $1K | Sell |
22
-729
| -97% | -$33.1K | ﹤0.01% | 581 |
|
|
2013
Q4 | $38K | Buy |
751
+729
| +3,314% | +$36.9K | 0.02% | 272 |
|
|
2013
Q3 | $1K | Sell |
22
-378
| -95% | -$17.2K | ﹤0.01% | 596 |
|
|
2013
Q2 | $17K | Buy |
+400
| New | +$17K | 0.01% | 262 |
|