RIA Advisory Group’s Halliburton HAL Stock Holding History

RIA Advisory Group’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 Q1	–	Sell	-73,157	Closed	-$1.99M	–	149
2024 Q4	$1.99M	Buy	+73,157	New	+$2.14M	0.68%	25

Other funds holding HAL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RIA Advisory Group's HAL Position: Q1 2025 in Review

RIA Advisory Group sold out of Halliburton (HAL) in Q1 2025, closing a stake of 73,157 shares — an estimated $1.99M sold.

RIA Advisory Group first reported a position in HAL in Q4 2024 and held it in 1 quarter. The position peaked at $1.99M in Q4 2024. 953 funds tracked by Wall St. Rank hold HAL as of Q1 2025.

RIA Advisory Group reported no remaining Halliburton position as of Q1 2025 after selling out during the quarter.
RIA Advisory Group sold 73,157 Halliburton shares in Q1 2025, an estimated $1.99M.
RIA Advisory Group first reported a position in Halliburton in Q4 2024 and held it in 1 quarter.
RIA Advisory Group's Halliburton position peaked at $1.99M in Q4 2024.
953 funds tracked by Wall St. Rank held Halliburton as of Q1 2025.

Based on RIA Advisory Group's 13F filing for Q1 2025, filed 12 May 2025.