Sound Income Strategies’s Halliburton HAL Stock Holding History

Sound Income Strategies’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 Q2	–	Sell	-821	Closed	-$31.2K	–	1273
2026 Q1	$31.2K	Buy	821 +1	+0.1%	+$35	﹤0.01%	1003
2025 Q4	$26.7K	Buy	820 +254	+45%	+$6.71K	﹤0.01%	1026
2025 Q3	$13.2K	Hold	566	–	–	﹤0.01%	930
2025 Q2	$11.5K	Buy	566 +288	+104%	+$6.04K	﹤0.01%	906
2025 Q1	$7.05K	Sell	278 -290	-51%	-$7.63K	﹤0.01%	991
2024 Q4	$15.4K	Buy	568 +297	+110%	+$8.68K	﹤0.01%	732
2024 Q3	$7.87K	Hold	271	–	–	﹤0.01%	849
2024 Q2	$9.15K	Hold	271	–	–	﹤0.01%	795
2024 Q1	$10.7K	Hold	271	–	–	﹤0.01%	737
2023 Q4	$9.8K	Hold	271	–	–	﹤0.01%	734
2023 Q3	$11K	Hold	271	–	–	﹤0.01%	564
2023 Q2	$8.94K	Buy	+271	New	+$8.56K	﹤0.01%	594
2023 Q1	–	Sell	-123	Closed	-$4.84K	–	1094
2022 Q4	$4.84K	Buy	+123	New	+$4.35K	﹤0.01%	653

Other funds holding HAL

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Carrhae Capital London, United Kingdom $3.62B AUM 34.35% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

FAMI

Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

FVWA

Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return

Sound Income Strategies's HAL Position: Q2 2026 in Review

Sound Income Strategies sold out of Halliburton (HAL) in Q2 2026, closing a stake of 821 shares — an estimated $31.2K sold.

Sound Income Strategies first reported a position in HAL in Q4 2022 and held it in 13 quarters. The position peaked at $31.2K in Q1 2026. 323 funds tracked by Wall St. Rank hold HAL as of Q2 2026.

Sound Income Strategies reported no remaining Halliburton position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 821 Halliburton shares in Q2 2026, an estimated $31.2K.
Sound Income Strategies first reported a position in Halliburton in Q4 2022 and held it in 13 quarters.
Sound Income Strategies's Halliburton position peaked at $31.2K in Q1 2026.
323 funds tracked by Wall St. Rank held Halliburton as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.