SFS
HAL icon

Sowell Financial Services’s Halliburton HAL Stock Holding History

Sowell Financial Services’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 		$341K Buy
10,045
+841
+9% +$32.9K 0.01% 813
2026
Q1 		$359K Buy
9,204
+1,220
+15% +$42.2K 0.01% 766
2025
Q4 		$226K Sell
7,984
-12,609
-61% -$333K 0.01% 967
2025
Q3 		$507K Buy
+20,593
New +$456K 0.02% 626
2025
Q2 		– Sell
-24,036
Closed -$610K – 1065
2025
Q1 		$610K Buy
24,036
+1,262
+6% +$33.2K 0.03% 535
2024
Q4 		$619K Buy
+22,774
New +$666K 0.03% 388
2024
Q3 		– Sell
-17,937
Closed -$606K – 555
2024
Q2 		$606K Buy
17,937
+4,368
+32% +$161K 0.03% 410
2024
Q1 		$535K Sell
13,569
-4,236
-24% -$152K 0.03% 440
2023
Q4 		$644K Sell
17,805
-1,035
-5% -$39.8K 0.03% 397
2023
Q3 		$763K Sell
18,840
-543
-3% -$21.3K 0.05% 348
2023
Q2 		$639K Buy
19,383
+5,380
+38% +$170K 0.04% 422
2023
Q1 		$443K Buy
+14,003
New +$519K 0.03% 463
2022
Q1 		– Sell
-24,933
Closed -$570K – 293
2021
Q4 		$570K Buy
24,933
+819
+3% +$19.4K 0.03% 419
2021
Q3 		$521K Buy
24,114
+4,230
+21% +$86.7K 0.04% 388
2021
Q2 		$460K Sell
19,884
-17,791
-47% -$395K 0.03% 430
2021
Q1 		$835K Buy
37,675
+13,310
+55% +$279K 0.03% 468
2020
Q4 		$461K Buy
24,365
+4,109
+20% +$63.8K 0.02% 548
2020
Q3 		$244K Buy
20,256
+4,293
+27% +$62.2K 0.01% 671
2020
Q2 		$207K Sell
15,963
-7,603
-32% -$82K 0.01% 709
2020
Q1 		$161K Buy
23,566
+9,021
+62% +$157K 0.01% 710
2019
Q4 		$356K Buy
14,545
+551
+4% +$11.6K 0.03% 546
2019
Q3 		$264K Buy
+13,994
New +$290K 0.02% 566
2019
Q1 		$466K Buy
15,908
+653
+4% +$19.7K 0.05% 347
2018
Q4 		$405K Buy
+15,255
New +$515K 0.06% 318
2017
Q1 		– Sell
-2,091
Closed -$117K – 386
2016
Q4 		$117K Buy
+2,091
New +$104K 0.04% 250

Other funds holding HAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sowell Financial Services's HAL Position: Q2 2026 in Review

Sowell Financial Services increased its Halliburton (HAL) stake by 9.1% in Q2 2026, buying an estimated $32.9K and bringing the position to 10,045 shares worth $341K. The position accounts for 0.01% of the portfolio, ranked #813.

Sowell Financial Services first reported a position in HAL in Q4 2016 and has held it in 25 quarters since. The position peaked at $835K in Q1 2021. 1,201 funds tracked by Wall St. Rank hold HAL as of Q2 2026.

  • Sowell Financial Services held 10,045 shares of Halliburton worth $341K as of Q2 2026.
  • Sowell Financial Services bought 841 Halliburton shares in Q2 2026, an estimated $32.9K.
  • Halliburton made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #813 holding.
  • Sowell Financial Services first reported a position in Halliburton in Q4 2016 and has held it in 25 quarters since.
  • Sowell Financial Services's Halliburton position peaked at $835K in Q1 2021.
  • 1,201 funds tracked by Wall St. Rank held Halliburton as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.