Allworth Financial’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $328K | Buy |
5,391
+3,567
| +196% | +$217K | ﹤0.01% | 979 |
|
|
2025
Q1 | $102K | Buy |
1,824
+364
| +25% | +$20.3K | ﹤0.01% | 1221 |
|
|
2024
Q4 | $74.3K | Buy |
1,460
+93
| +7% | +$4.74K | ﹤0.01% | 1388 |
|
|
2024
Q3 | $61.8K | Buy |
1,367
+397
| +41% | +$17.9K | ﹤0.01% | 1303 |
|
|
2024
Q2 | $41.6K | Buy |
970
+54
| +6% | +$2.31K | ﹤0.01% | 1459 |
|
|
2024
Q1 | $36.1K | Buy |
916
+92
| +11% | +$3.62K | ﹤0.01% | 1448 |
|
|
2023
Q4 | $33.4K | Buy |
824
+153
| +23% | +$6.2K | ﹤0.01% | 1367 |
|
|
2023
Q3 | $26.5K | Sell |
671
-45
| -6% | -$1.78K | ﹤0.01% | 1367 |
|
|
2023
Q2 | $28.4K | Sell |
716
-41
| -5% | -$1.62K | ﹤0.01% | 1352 |
|
|
2023
Q1 | $25.8K | Buy |
757
+194
| +34% | +$6.62K | ﹤0.01% | 1317 |
|
|
2022
Q4 | $17.5K | Sell |
563
-120
| -18% | -$3.74K | ﹤0.01% | 1427 |
|
|
2022
Q3 | $18K | Buy |
683
+18
| +3% | +$474 | ﹤0.01% | 1338 |
|
|
2022
Q2 | $22K | Buy |
665
+525
| +375% | +$17.4K | ﹤0.01% | 1201 |
|
|
2022
Q1 | $5K | Hold |
140
| – | – | ﹤0.01% | 1631 |
|
|
2021
Q4 | $4K | Hold |
140
| – | – | ﹤0.01% | 1602 |
|
|
2021
Q3 | $4K | Hold |
140
| – | – | ﹤0.01% | 1565 |
|
|
2021
Q2 | $4K | Hold |
140
| – | – | ﹤0.01% | 1257 |
|
|
2021
Q1 | $4K | Hold |
140
| – | – | ﹤0.01% | 1181 |
|
|
2020
Q4 | $4K | Hold |
140
| – | – | ﹤0.01% | 1021 |
|
|
2020
Q3 | $3K | Sell |
140
-87
| -38% | -$1.86K | ﹤0.01% | 929 |
|
|
2020
Q2 | $5K | Hold |
227
| – | – | ﹤0.01% | 862 |
|
|
2020
Q1 | $6K | Hold |
227
| – | – | ﹤0.01% | 825 |
|
|
2019
Q4 | $9K | Hold |
227
| – | – | ﹤0.01% | 667 |
|
|
2019
Q3 | $9K | Hold |
227
| – | – | ﹤0.01% | 602 |
|
|
2019
Q2 | $9K | Sell |
227
-3
| -1% | -$119 | ﹤0.01% | 600 |
|
|
2019
Q1 | $9K | Sell |
230
-5
| -2% | -$196 | ﹤0.01% | 589 |
|
|
2018
Q4 | $9K | Sell |
235
-3
| -1% | -$115 | ﹤0.01% | 532 |
|
|
2018
Q3 | $10K | Sell |
238
-3
| -1% | -$126 | ﹤0.01% | 555 |
|
|
2018
Q2 | $11K | Buy |
241
+91
| +61% | +$4.15K | ﹤0.01% | 506 |
|
|
2018
Q1 | $7K | Sell |
150
-3
| -2% | -$140 | ﹤0.01% | 537 |
|
|
2017
Q4 | $7K | Buy |
+153
| New | +$7K | ﹤0.01% | 522 |
|
|
2017
Q1 | – | Sell |
-111
| Closed | -$4K | – | 789 |
|
|
2016
Q4 | $4K | Hold |
111
| – | – | ﹤0.01% | 509 |
|
|
2016
Q3 | $4K | Sell |
111
-1
| -0.9% | -$36 | ﹤0.01% | 529 |
|
|
2016
Q2 | $3K | Hold |
112
| – | – | ﹤0.01% | 508 |
|
|
2016
Q1 | $3K | Buy |
+112
| New | +$3K | ﹤0.01% | 497 |
|