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