Soltis Investment Advisors’s Halliburton HAL Stock Holding History

Soltis 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
2026 Q1	$4.17M	Buy	+107,013	New	+$3.7M	0.27%	99
2025 Q1	–	Sell	-11,587	Closed	-$315K	–	376
2024 Q4	$315K	Buy	11,587 +54	+0.5%	+$1.58K	0.03%	281
2024 Q3	$335K	Buy	11,533 +15	+0.1%	+$473	0.03%	266
2024 Q2	$389K	Buy	11,518 +4,136	+56%	+$153K	0.04%	233
2024 Q1	$291K	Buy	+7,382	New	+$264K	0.03%	250
2023 Q2	–	Sell	-67,765	Closed	-$2.14M	–	270
2023 Q1	$2.14M	Buy	+67,765	New	+$2.51M	0.27%	103
2022 Q1	–	Sell	-22,468	Closed	-$514K	–	259
2021 Q4	$514K	Sell	22,468 -87	-0.4%	-$2.06K	0.07%	166
2021 Q3	$488K	Hold	22,555	–	–	0.08%	167
2021 Q2	$521K	Hold	22,555	–	–	0.08%	164
2021 Q1	$484K	Buy	22,555 +1,000	+5%	+$20.9K	0.09%	156
2020 Q4	$407K	Sell	21,555 -37,575	-64%	-$583K	0.08%	161
2020 Q3	$713K	Sell	59,130 -125	-0.2%	-$1.81K	0.17%	105
2020 Q2	$769K	Buy	+59,255	New	+$639K	0.2%	81

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Geode Capital Management

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

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Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Dimensional Fund Advisors

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