Allworth Financial’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $328K | Buy |
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|
2025
Q1 | $102K | Buy |
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|
2024
Q4 | $74.3K | Buy |
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|
2024
Q3 | $61.8K | Buy |
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|
2024
Q2 | $41.6K | Buy |
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|
2024
Q1 | $36.1K | Buy |
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|
2023
Q4 | $33.4K | Buy |
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|
2023
Q3 | $26.5K | Sell |
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|
2023
Q2 | $28.4K | Sell |
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|
2023
Q1 | $25.8K | Buy |
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|
2022
Q4 | $17.5K | Sell |
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|
2022
Q3 | $18K | Buy |
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|
2022
Q2 | $22K | Buy |
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|
2022
Q1 | $5K | Hold |
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|
2021
Q4 | $4K | Hold |
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|
2021
Q3 | $4K | Hold |
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|
2021
Q2 | $4K | Hold |
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|
2021
Q1 | $4K | Hold |
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|
2020
Q4 | $4K | Hold |
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|
2020
Q3 | $3K | Sell |
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|
2020
Q2 | $5K | Hold |
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|
2020
Q1 | $6K | Hold |
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|
2019
Q4 | $9K | Hold |
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|
2019
Q3 | $9K | Hold |
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|
2019
Q2 | $9K | Sell |
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|
2019
Q1 | $9K | Sell |
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|
2018
Q4 | $9K | Sell |
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|
2018
Q3 | $10K | Sell |
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|
2018
Q2 | $11K | Buy |
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|
2018
Q1 | $7K | Sell |
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|
2017
Q4 | $7K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $4K | Hold |
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|
2016
Q3 | $4K | Sell |
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|
2016
Q2 | $3K | Hold |
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|
2016
Q1 | $3K | Buy |
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