Worth Financial Advisory Group’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 |
-8,282
| Closed | -$225K | – | 161 |
|
|
2024
Q4 | $225K | Sell |
8,282
-950
| -10% | -$25.8K | 0.14% | 142 |
|
|
2024
Q3 | $268K | Sell |
9,232
-742
| -7% | -$21.6K | 0.16% | 136 |
|
|
2024
Q2 | $337K | Buy |
9,974
+911
| +10% | +$30.8K | 0.22% | 100 |
|
|
2024
Q1 | $357K | Sell |
9,063
-7,992
| -47% | -$315K | 0.25% | 95 |
|
|
2023
Q4 | $617K | Sell |
17,055
-94
| -0.5% | -$3.4K | 0.49% | 54 |
|
|
2023
Q3 | $695K | Buy |
17,149
+1,235
| +8% | +$50K | 0.63% | 42 |
|
|
2023
Q2 | $525K | Sell |
15,914
-4,079
| -20% | -$135K | 0.49% | 61 |
|
|
2023
Q1 | $633K | Buy |
19,993
+12,274
| +159% | +$388K | 0.6% | 46 |
|
|
2022
Q4 | $304K | Buy |
+7,719
| New | +$304K | 0.35% | 75 |
|