Valeo 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
Q1 | – | Sell |
-84,580
| Closed | -$271K | – | 696 |
|
|
2024
Q4 | $271K | Sell |
84,580
-5,772
| -6% | -$18.5K | 0.01% | 563 |
|
|
2024
Q3 | $452K | Buy |
90,352
+3,287
| +4% | +$16.4K | 0.01% | 428 |
|
|
2024
Q2 | $402K | Buy |
87,065
+77,130
| +776% | +$356K | 0.01% | 447 |
|
|
2024
Q1 | $385K | Buy |
9,935
+411
| +4% | +$15.9K | 0.01% | 440 |
|
|
2023
Q4 | $344K | Buy |
9,524
+640
| +7% | +$23.1K | 0.01% | 452 |
|
|
2023
Q3 | $360K | Buy |
+8,884
| New | +$360K | 0.02% | 411 |
|
|
2023
Q2 | – | Sell |
-8,251
| Closed | -$261K | – | 615 |
|
|
2023
Q1 | $261K | Buy |
8,251
+1,871
| +29% | +$59.2K | 0.01% | 481 |
|
|
2022
Q4 | $251K | Buy |
+6,380
| New | +$251K | 0.01% | 428 |
|
|
2021
Q2 | – | Sell |
-390
| Closed | -$8K | – | 982 |
|
|
2021
Q1 | $8K | Buy |
390
+15
| +4% | +$308 | ﹤0.01% | 1335 |
|
|
2020
Q4 | $7K | Sell |
375
-575
| -61% | -$10.7K | ﹤0.01% | 1258 |
|
|
2020
Q3 | $11K | Sell |
950
-210
| -18% | -$2.43K | ﹤0.01% | 1021 |
|
|
2020
Q2 | $15K | Buy |
1,160
+10
| +0.9% | +$129 | ﹤0.01% | 1087 |
|
|
2020
Q1 | $9K | Buy |
1,150
+400
| +53% | +$3.13K | ﹤0.01% | 1081 |
|
|
2019
Q4 | $18K | Sell |
750
-100
| -12% | -$2.4K | ﹤0.01% | 929 |
|
|
2019
Q3 | $16K | Buy |
850
+82
| +11% | +$1.54K | ﹤0.01% | 891 |
|
|
2019
Q2 | $17K | Sell |
768
-450
| -37% | -$9.96K | ﹤0.01% | 887 |
|
|
2019
Q1 | $36K | Hold |
1,218
| – | – | ﹤0.01% | 632 |
|
|
2018
Q4 | $32K | Sell |
1,218
-485
| -28% | -$12.7K | ﹤0.01% | 590 |
|
|
2018
Q3 | $59K | Sell |
1,703
-165
| -9% | -$5.72K | 0.01% | 515 |
|
|
2018
Q2 | $77K | Sell |
1,868
-125
| -6% | -$5.15K | 0.01% | 450 |
|
|
2018
Q1 | $94K | Buy |
1,993
+612
| +44% | +$28.9K | 0.02% | 380 |
|
|
2017
Q4 | $67K | Buy |
1,381
+500
| +57% | +$24.3K | 0.01% | 422 |
|
|
2017
Q3 | $41K | Buy |
+881
| New | +$41K | 0.01% | 432 |
|