QFA
Quantum Financial Advisors’s Halliburton HAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,436
| Closed | -$202K | – | 188 |
|
|
2024
Q4 | $202K | Sell |
7,436
-169
| -2% | -$4.6K | 0.03% | 185 |
|
|
2024
Q3 | $221K | Hold |
7,605
| – | – | 0.03% | 166 |
|
|
2024
Q2 | $257K | Hold |
7,605
| – | – | 0.05% | 134 |
|
|
2024
Q1 | $300K | Hold |
7,605
| – | – | 0.06% | 116 |
|
|
2023
Q4 | $275K | Hold |
7,605
| – | – | 0.07% | 86 |
|
|
2023
Q3 | $308K | Hold |
7,605
| – | – | 0.09% | 77 |
|
|
2023
Q2 | $251K | Sell |
7,605
-22
| -0.3% | -$726 | 0.07% | 78 |
|
|
2023
Q1 | $241K | Hold |
7,627
| – | – | 0.08% | 81 |
|
|
2022
Q4 | $300K | Buy |
+7,627
| New | +$300K | 0.14% | 57 |
|
|
2022
Q3 | – | Sell |
-7,642
| Closed | -$217K | – | 91 |
|
|
2022
Q2 | $217K | Buy |
+7,642
| New | +$217K | 0.08% | 88 |
|