SVB Wealth’s Halliburton HAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7,430
| Closed | -$293K | – | 777 |
|
|
2024
Q1 | $293K | Sell |
7,430
-1,771
| -19% | -$69.8K | 0.01% | 644 |
|
|
2023
Q4 | $333K | Buy |
9,201
+3,034
| +49% | +$110K | 0.01% | 588 |
|
|
2023
Q3 | $250K | Sell |
6,167
-2,901
| -32% | -$117K | 0.01% | 674 |
|
|
2023
Q2 | $299K | Sell |
9,068
-1,508
| -14% | -$49.8K | 0.01% | 677 |
|
|
2023
Q1 | $335K | Buy |
10,576
+1,419
| +15% | +$44.9K | ﹤0.01% | 677 |
|
|
2022
Q4 | $360K | Buy |
9,157
+1,009
| +12% | +$39.7K | ﹤0.01% | 666 |
|
|
2022
Q3 | $200K | Buy |
+8,148
| New | +$200K | ﹤0.01% | 855 |
|
|
2017
Q4 | – | Sell |
-6,780
| Closed | -$312K | – | 485 |
|
|
2017
Q3 | $312K | Sell |
6,780
-3
| -0% | -$138 | 0.01% | 395 |
|
|
2017
Q2 | $290K | Sell |
6,783
-297
| -4% | -$12.7K | 0.01% | 412 |
|
|
2017
Q1 | $348K | Buy |
7,080
+380
| +6% | +$18.7K | 0.01% | 392 |
|
|
2016
Q4 | $362K | Buy |
6,700
+150
| +2% | +$8.1K | 0.02% | 386 |
|
|
2016
Q3 | $294K | Sell |
6,550
-1,246
| -16% | -$55.9K | 0.01% | 447 |
|
|
2016
Q2 | $353K | Sell |
7,796
-1,148
| -13% | -$52K | 0.01% | 404 |
|
|
2016
Q1 | $319K | Sell |
8,944
-2,104
| -19% | -$75K | 0.01% | 432 |
|
|
2015
Q4 | $376K | Buy |
11,048
+3,963
| +56% | +$135K | 0.01% | 423 |
|
|
2015
Q3 | $250K | Buy |
7,085
+172
| +2% | +$6.07K | 0.01% | 486 |
|
|
2015
Q2 | $298K | Buy |
6,913
+1,231
| +22% | +$53.1K | 0.01% | 478 |
|
|
2015
Q1 | $249K | Buy |
5,682
+108
| +2% | +$4.73K | 0.01% | 496 |
|
|
2014
Q4 | $219K | Buy |
+5,574
| New | +$219K | 0.01% | 510 |
|