Soltis Investment Advisors’s Halliburton HAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,587
| Closed | -$315K | – | 375 |
|
|
2024
Q4 | $315K | Buy |
11,587
+54
| +0.5% | +$1.47K | 0.03% | 281 |
|
|
2024
Q3 | $335K | Buy |
11,533
+15
| +0.1% | +$436 | 0.03% | 266 |
|
|
2024
Q2 | $389K | Buy |
11,518
+4,136
| +56% | +$140K | 0.04% | 233 |
|
|
2024
Q1 | $291K | Buy |
+7,382
| New | +$291K | 0.03% | 250 |
|
|
2023
Q2 | – | Sell |
-67,765
| Closed | -$2.14M | – | 270 |
|
|
2023
Q1 | $2.14M | Buy |
+67,765
| New | +$2.14M | 0.27% | 103 |
|
|
2022
Q1 | – | Sell |
-22,468
| Closed | -$514K | – | 255 |
|
|
2021
Q4 | $514K | Sell |
22,468
-87
| -0.4% | -$1.99K | 0.07% | 165 |
|
|
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% | +$21.5K | 0.09% | 156 |
|
|
2020
Q4 | $407K | Sell |
21,555
-37,575
| -64% | -$709K | 0.08% | 161 |
|
|
2020
Q3 | $713K | Sell |
59,130
-125
| -0.2% | -$1.51K | 0.17% | 105 |
|
|
2020
Q2 | $769K | Buy |
+59,255
| New | +$769K | 0.2% | 81 |
|