Summit Securities Group’s Halliburton HAL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $11.8K | Buy |
+579
| New | +$11.8K | ﹤0.01% | 727 |
|
2025
Q1 | – | Sell |
-557
| Closed | -$15.1K | – | 767 |
|
2024
Q4 | $15.1K | Buy |
+557
| New | +$15.1K | ﹤0.01% | 291 |
|
2023
Q3 | – | Sell |
-1,179
| Closed | -$39K | – | 596 |
|
2023
Q2 | $39K | Sell |
1,179
-595
| -34% | -$19.7K | 0.01% | 348 |
|
2023
Q1 | $56K | Sell |
1,774
-6,776
| -79% | -$214K | ﹤0.01% | 271 |
|
2022
Q4 | $336K | Buy |
+8,550
| New | +$336K | 0.01% | 168 |
|
2022
Q3 | – | Sell |
-1,885
| Closed | -$59K | – | 802 |
|
2022
Q2 | $59K | Buy |
1,885
+1,517
| +412% | +$47.5K | 0.01% | 345 |
|
2022
Q1 | $14K | Buy |
+368
| New | +$14K | ﹤0.01% | 540 |
|
2021
Q3 | – | Hold |
0
| – | – | – | 400 |
|
2021
Q2 | – | Hold |
0
| – | – | – | 388 |
|
2020
Q1 | – | Hold |
0
| – | – | – | 173 |
|
2019
Q4 | – | Hold |
0
| – | – | – | 239 |
|
2019
Q3 | – | Hold |
0
| – | – | – | 184 |
|
2019
Q2 | – | Hold |
0
| – | – | – | 167 |
|
2017
Q2 | – | Sell |
-7,743
| Closed | -$381K | – | 257 |
|
2017
Q1 | $381K | Buy |
+7,743
| New | +$381K | 0.11% | 175 |
|
2016
Q3 | – | Hold |
0
| – | – | – | 174 |
|
2016
Q2 | – | Hold |
0
| – | – | – | 243 |
|
2016
Q1 | – | Sell |
-6,600
| Closed | -$225K | – | 231 |
|
2015
Q4 | $225K | Buy |
+6,600
| New | +$225K | 0.07% | 182 |
|
2015
Q3 | – | Sell |
-2,859
| Closed | -$123K | – | 372 |
|
2015
Q2 | $123K | Buy |
2,859
+2,848
| +25,891% | +$123K | 0.06% | 111 |
|
2015
Q1 | $0 | Sell |
11
-21,389
| -100% | – | ﹤0.01% | 416 |
|
2014
Q4 | $842K | Sell |
21,400
-11,400
| -35% | -$449K | 0.24% | 75 |
|
2014
Q3 | $2.12M | Buy |
32,800
+14,500
| +79% | +$935K | 0.61% | 43 |
|
2014
Q2 | $1.3M | Sell |
18,300
-31,700
| -63% | -$2.25M | 0.45% | 41 |
|
2014
Q1 | $2.95M | Buy |
50,000
+23,200
| +87% | +$1.37M | 1.76% | 9 |
|
2013
Q4 | $1.36M | Buy |
26,800
+24,300
| +972% | +$1.23M | 0.24% | 59 |
|
2013
Q3 | $120K | Buy |
+2,500
| New | +$120K | 0.04% | 144 |
|