United Capital Financial Advisors’s Halliburton HAL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.1M | Buy |
54,096
+17,842
| +49% | +$364K | 0.01% | 557 |
|
2025
Q1 | $920K | Sell |
36,254
-662
| -2% | -$16.8K | 0.01% | 579 |
|
2024
Q4 | $1M | Sell |
36,916
-2,256
| -6% | -$61.3K | 0.01% | 541 |
|
2024
Q3 | $1.14M | Buy |
39,172
+2,728
| +7% | +$79.2K | 0.01% | 514 |
|
2024
Q2 | $1.23M | Sell |
36,444
-136
| -0.4% | -$4.59K | 0.01% | 483 |
|
2024
Q1 | $1.44M | Sell |
36,580
-2,070
| -5% | -$81.6K | 0.01% | 486 |
|
2023
Q4 | $1.4M | Buy |
38,650
+22,786
| +144% | +$824K | 0.01% | 487 |
|
2023
Q3 | $642K | Sell |
15,864
-3,574
| -18% | -$145K | ﹤0.01% | 594 |
|
2023
Q2 | $641K | Buy |
19,438
+486
| +3% | +$16K | ﹤0.01% | 641 |
|
2023
Q1 | $600K | Sell |
18,952
-20,509
| -52% | -$649K | ﹤0.01% | 690 |
|
2022
Q4 | $1.55M | Buy |
39,461
+5,780
| +17% | +$227K | 0.01% | 529 |
|
2022
Q3 | $829K | Sell |
33,681
-2,802
| -8% | -$69K | ﹤0.01% | 649 |
|
2022
Q2 | $1.14M | Buy |
36,483
+580
| +2% | +$18.2K | 0.01% | 614 |
|
2022
Q1 | $1.36M | Sell |
35,903
-2,794
| -7% | -$106K | 0.01% | 598 |
|
2021
Q4 | $885K | Sell |
38,697
-1,606
| -4% | -$36.7K | ﹤0.01% | 706 |
|
2021
Q3 | $871K | Buy |
40,303
+1,615
| +4% | +$34.9K | ﹤0.01% | 709 |
|
2021
Q2 | $894K | Buy |
38,688
+709
| +2% | +$16.4K | ﹤0.01% | 722 |
|
2021
Q1 | $815K | Sell |
37,979
-9,175
| -19% | -$197K | ﹤0.01% | 718 |
|
2020
Q4 | $891K | Sell |
47,154
-1,448
| -3% | -$27.4K | 0.01% | 699 |
|
2020
Q3 | $586K | Sell |
48,602
-11,587
| -19% | -$140K | ﹤0.01% | 789 |
|
2020
Q2 | $781K | Sell |
60,189
-7,418
| -11% | -$96.3K | 0.01% | 726 |
|
2020
Q1 | $463K | Sell |
67,607
-58,050
| -46% | -$398K | ﹤0.01% | 842 |
|
2019
Q4 | $3.08M | Buy |
125,657
+12,279
| +11% | +$300K | 0.02% | 513 |
|
2019
Q3 | $2.14M | Buy |
113,378
+12,682
| +13% | +$239K | 0.01% | 572 |
|
2019
Q2 | $2.29M | Sell |
100,696
-754
| -0.7% | -$17.1K | 0.02% | 581 |
|
2019
Q1 | $2.97M | Buy |
101,450
+6,964
| +7% | +$204K | 0.02% | 510 |
|
2018
Q4 | $2.51M | Buy |
94,486
+15,420
| +20% | +$410K | 0.02% | 510 |
|
2018
Q3 | $3.21M | Buy |
79,066
+1,203
| +2% | +$48.8K | 0.02% | 514 |
|
2018
Q2 | $3.51M | Buy |
77,863
+4,901
| +7% | +$221K | 0.03% | 480 |
|
2018
Q1 | $3.43M | Buy |
72,962
+4,150
| +6% | +$195K | 0.03% | 470 |
|
2017
Q4 | $3.34M | Buy |
68,812
+7,468
| +12% | +$363K | 0.03% | 484 |
|
2017
Q3 | $2.82M | Buy |
61,344
+19,980
| +48% | +$920K | 0.02% | 502 |
|
2017
Q2 | $1.77M | Buy |
41,364
+5,554
| +16% | +$237K | 0.02% | 610 |
|
2017
Q1 | $1.76M | Buy |
35,810
+4,003
| +13% | +$197K | 0.02% | 596 |
|
2016
Q4 | $1.72M | Sell |
31,807
-6,711
| -17% | -$363K | 0.02% | 601 |
|
2016
Q3 | $1.73M | Sell |
38,518
-10,822
| -22% | -$486K | 0.02% | 628 |
|
2016
Q2 | $2.22M | Sell |
49,340
-42,919
| -47% | -$1.93M | 0.02% | 530 |
|
2016
Q1 | $3.3M | Sell |
92,259
-3,275
| -3% | -$117K | 0.04% | 428 |
|
2015
Q4 | $3.25M | Sell |
95,534
-38,537
| -29% | -$1.31M | 0.04% | 439 |
|
2015
Q3 | $4.74M | Sell |
134,071
-21,227
| -14% | -$750K | 0.06% | 329 |
|
2015
Q2 | $6.69M | Buy |
155,298
+11,770
| +8% | +$507K | 0.08% | 290 |
|
2015
Q1 | $7.03M | Buy |
143,528
+15,997
| +13% | +$783K | 0.09% | 283 |
|
2014
Q4 | $5.02M | Buy |
127,531
+109,614
| +612% | +$4.31M | 0.08% | 254 |
|
2014
Q3 | $1.16M | Buy |
+17,917
| New | +$1.16M | 0.02% | 567 |
|
2014
Q2 | – | Sell |
-9,486
| Closed | -$559K | – | 857 |
|
2014
Q1 | $559K | Sell |
9,486
-128
| -1% | -$7.54K | 0.01% | 616 |
|
2013
Q4 | $488K | Sell |
9,614
-11,335
| -54% | -$575K | 0.02% | 441 |
|
2013
Q3 | $1.01M | Buy |
20,949
+954
| +5% | +$45.9K | 0.03% | 341 |
|
2013
Q2 | $834K | Buy |
+19,995
| New | +$834K | 0.02% | 433 |
|