Synergy Asset Management’s Halliburton HAL Stock Holding History

Synergy Asset Management’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
2025 Q1	–	Sell	-109	Closed	-$3.17K	–	378
2024 Q4	$3.17K	Buy	+109	New	+$3.19K	﹤0.01%	620

Other funds holding HAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Synergy Asset Management's HAL Position: Q1 2025 in Review

Synergy Asset Management sold out of Halliburton (HAL) in Q1 2025, closing a stake of 109 shares — an estimated $3.17K sold.

Synergy Asset Management first reported a position in HAL in Q4 2024 and held it in 1 quarter. The position peaked at $3.17K in Q4 2024. 953 funds tracked by Wall St. Rank hold HAL as of Q1 2025.

Synergy Asset Management reported no remaining Halliburton position as of Q1 2025 after selling out during the quarter.
Synergy Asset Management sold 109 Halliburton shares in Q1 2025, an estimated $3.17K.
Synergy Asset Management first reported a position in Halliburton in Q4 2024 and held it in 1 quarter.
Synergy Asset Management's Halliburton position peaked at $3.17K in Q4 2024.
953 funds tracked by Wall St. Rank held Halliburton as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.