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