RFA
HAL icon

Resurgent Financial Advisors’s Halliburton HAL Stock Holding History

Resurgent Financial Advisors’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
2024
Q1 		– Sell
-2,695
Closed -$97.4K – 308
2023
Q4 		$97.4K Sell
2,695
-53
-2% -$2.04K 0.06% 249
2023
Q3 		$111K Sell
2,748
-499
-15% -$19.5K 0.08% 217
2023
Q2 		$107K Buy
3,247
+66
+2% +$2.08K 0.07% 225
2023
Q1 		$101K Sell
3,181
-890
-22% -$33K 0.07% 230
2022
Q4 		$160K Buy
+4,071
New +$144K 0.08% 231

Other funds holding HAL

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Resurgent Financial Advisors's HAL Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of Halliburton (HAL) in Q1 2024, closing a stake of 2,695 shares — an estimated $97.4K sold.

Resurgent Financial Advisors first reported a position in HAL in Q4 2022 and held it in 5 quarters. The position peaked at $160K in Q4 2022. 990 funds tracked by Wall St. Rank hold HAL as of Q1 2024.

  • Resurgent Financial Advisors reported no remaining Halliburton position as of Q1 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 2,695 Halliburton shares in Q1 2024, an estimated $97.4K.
  • Resurgent Financial Advisors first reported a position in Halliburton in Q4 2022 and held it in 5 quarters.
  • Resurgent Financial Advisors's Halliburton position peaked at $160K in Q4 2022.
  • 990 funds tracked by Wall St. Rank held Halliburton as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.