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Sheaff Brock Investment Advisors’s Halliburton HAL Stock Holding History

Sheaff Brock Investment 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
Q2 		– Sell
-6,829
Closed -$269K – 489
2024
Q1 		$269K Sell
6,829
-1,575
-19% -$56.4K 0.02% 377
2023
Q4 		$304K Sell
8,404
-11,312
-57% -$435K 0.02% 340
2023
Q3 		$799K Sell
19,716
-1,697
-8% -$66.5K 0.07% 187
2023
Q2 		$706K Buy
21,413
+558
+3% +$17.6K 0.06% 209
2023
Q1 		$660K Buy
20,855
+14,207
+214% +$526K 0.06% 218
2022
Q4 		$262K Buy
+6,648
New +$235K 0.03% 367
2022
Q3 		– Sell
-7,462
Closed -$234K – 506
2022
Q2 		$234K Sell
7,462
-287
-4% -$10.7K 0.02% 391
2022
Q1 		$293K Buy
+7,749
New +$251K 0.02% 380
2020
Q2 		– Sell
-19,579
Closed -$134K – 468
2020
Q1 		$134K Hold
19,579
– – 0.02% 360
2019
Q4 		$479K Sell
19,579
-1,128
-5% -$23.8K 0.05% 253
2019
Q3 		$390K Buy
20,707
+10,000
+93% +$207K 0.04% 290
2019
Q2 		$243K Buy
10,707
+600
+6% +$15.6K 0.03% 375
2019
Q1 		$296K Hold
10,107
– – 0.04% 341
2018
Q4 		$269K Buy
10,107
+3,262
+48% +$110K 0.04% 337
2018
Q3 		$277K Hold
6,845
– – 0.03% 369
2018
Q2 		$308K Buy
6,845
+200
+3% +$9.96K 0.03% 358
2018
Q1 		$312K Sell
6,645
-300
-4% -$14.8K 0.03% 349
2017
Q4 		$339K Sell
6,945
-815
-11% -$35.9K 0.04% 329
2017
Q3 		$357K Buy
7,760
+102
+1% +$4.27K 0.05% 319
2017
Q2 		$327K Buy
7,658
+303
+4% +$13.9K 0.04% 363
2017
Q1 		$362K Sell
7,355
-18,049
-71% -$971K 0.05% 341
2016
Q4 		$1.37M Sell
25,404
-1,625
-6% -$81K 0.17% 114
2016
Q3 		$1.21M Sell
27,029
-1,997
-7% -$87.2K 0.16% 131
2016
Q2 		$1.31M Sell
29,026
-9,798
-25% -$403K 0.17% 129
2016
Q1 		$1.39M Sell
38,824
-547
-1% -$17.9K 0.17% 122
2015
Q4 		$1.34M Buy
+39,371
New +$1.48M 0.15% 151

Other funds holding HAL

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sheaff Brock Investment Advisors's HAL Position: Q2 2024 in Review

Sheaff Brock Investment Advisors sold out of Halliburton (HAL) in Q2 2024, closing a stake of 6,829 shares — an estimated $269K sold.

Sheaff Brock Investment Advisors first reported a position in HAL in Q4 2015 and held it in 26 quarters. The position peaked at $1.39M in Q1 2016. 978 funds tracked by Wall St. Rank hold HAL as of Q2 2024.

  • Sheaff Brock Investment Advisors reported no remaining Halliburton position as of Q2 2024 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 6,829 Halliburton shares in Q2 2024, an estimated $269K.
  • Sheaff Brock Investment Advisors first reported a position in Halliburton in Q4 2015 and held it in 26 quarters.
  • Sheaff Brock Investment Advisors's Halliburton position peaked at $1.39M in Q1 2016.
  • 978 funds tracked by Wall St. Rank held Halliburton as of Q2 2024.

Based on Sheaff Brock Investment Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.