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Worth Financial Advisory Group’s Halliburton HAL Stock Holding History

Worth Financial Advisory Group’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
-8,282
Closed -$225K – 161
2024
Q4 		$225K Sell
8,282
-950
-10% -$27.8K 0.14% 142
2024
Q3 		$268K Sell
9,232
-742
-7% -$23.4K 0.16% 136
2024
Q2 		$337K Buy
9,974
+911
+10% +$33.6K 0.22% 100
2024
Q1 		$357K Sell
9,063
-7,992
-47% -$286K 0.25% 95
2023
Q4 		$617K Sell
17,055
-94
-0.5% -$3.61K 0.49% 54
2023
Q3 		$695K Buy
17,149
+1,235
+8% +$48.4K 0.63% 42
2023
Q2 		$525K Sell
15,914
-4,079
-20% -$129K 0.49% 61
2023
Q1 		$633K Buy
19,993
+12,274
+159% +$455K 0.6% 46
2022
Q4 		$304K Buy
+7,719
New +$273K 0.35% 75

Other funds holding HAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Worth Financial Advisory Group's HAL Position: Q1 2025 in Review

Worth Financial Advisory Group sold out of Halliburton (HAL) in Q1 2025, closing a stake of 8,282 shares — an estimated $225K sold.

Worth Financial Advisory Group first reported a position in HAL in Q4 2022 and held it in 9 quarters. The position peaked at $695K in Q3 2023. 953 funds tracked by Wall St. Rank hold HAL as of Q1 2025.

  • Worth Financial Advisory Group reported no remaining Halliburton position as of Q1 2025 after selling out during the quarter.
  • Worth Financial Advisory Group sold 8,282 Halliburton shares in Q1 2025, an estimated $225K.
  • Worth Financial Advisory Group first reported a position in Halliburton in Q4 2022 and held it in 9 quarters.
  • Worth Financial Advisory Group's Halliburton position peaked at $695K in Q3 2023.
  • 953 funds tracked by Wall St. Rank held Halliburton as of Q1 2025.

Based on Worth Financial Advisory Group's 13F filing for Q1 2025, filed 22 Apr 2025.