Arax Advisory Partners’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $143K | Buy |
719
+628
| +690% | +$125K | 0.01% | 786 |
|
|
2025
Q1 | $5.23K | Sell |
91
-38
| -29% | -$2.18K | ﹤0.01% | 1759 |
|
|
2024
Q4 | $6.38K | Buy |
129
+107
| +486% | +$5.29K | ﹤0.01% | 1655 |
|
|
2024
Q3 | $995 | Buy |
22
+1
| +5% | +$45 | ﹤0.01% | 2261 |
|
|
2024
Q2 | $914 | Buy |
+21
| New | +$914 | ﹤0.01% | 2196 |
|
|
2023
Q4 | – | Sell |
-20
| Closed | -$790 | – | 1380 |
|
|
2023
Q3 | $790 | Hold |
20
| – | – | ﹤0.01% | 1179 |
|
|
2023
Q2 | $793 | Sell |
20
-102
| -84% | -$4.04K | ﹤0.01% | 1142 |
|
|
2023
Q1 | $4.16K | Buy |
122
+93
| +321% | +$3.17K | ﹤0.01% | 886 |
|
|
2022
Q4 | $904 | Hold |
29
| – | – | ﹤0.01% | 1100 |
|
|
2022
Q3 | $1K | Buy |
29
+4
| +16% | +$138 | ﹤0.01% | 1089 |
|
|
2022
Q2 | $1K | Sell |
25
-89
| -78% | -$3.56K | ﹤0.01% | 1055 |
|
|
2022
Q1 | $4K | Buy |
114
+89
| +356% | +$3.12K | ﹤0.01% | 825 |
|
|
2021
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 1022 |
|
|
2021
Q3 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 910 |
|
|
2020
Q2 | – | Sell |
-960
| Closed | -$27K | – | 686 |
|
|
2020
Q1 | $27K | Buy |
960
+2
| +0.2% | +$56 | 0.01% | 424 |
|
|
2019
Q4 | $37K | Sell |
958
-45
| -4% | -$1.74K | 0.01% | 369 |
|
|
2019
Q3 | $38K | Buy |
1,003
+23
| +2% | +$871 | 0.01% | 360 |
|
|
2019
Q2 | $41K | Buy |
+980
| New | +$41K | 0.01% | 344 |
|
|
2018
Q4 | $41K | Sell |
1,038
-44
| -4% | -$1.74K | 0.02% | 294 |
|
|
2018
Q3 | $45K | Sell |
1,082
-1,712
| -61% | -$71.2K | 0.02% | 296 |
|
|
2018
Q2 | $124K | Buy |
2,794
+508
| +22% | +$22.5K | 0.05% | 134 |
|
|
2018
Q1 | $101K | Buy |
2,286
+658
| +40% | +$29.1K | 0.05% | 132 |
|
|
2017
Q4 | $76K | Buy |
1,628
+10
| +0.6% | +$467 | 0.03% | 173 |
|
|
2017
Q3 | $73K | Sell |
1,618
-130
| -7% | -$5.87K | 0.04% | 171 |
|
|
2017
Q2 | $74K | Sell |
1,748
-123
| -7% | -$5.21K | 0.04% | 182 |
|
|
2017
Q1 | $69K | Buy |
1,871
+440
| +31% | +$16.2K | 0.03% | 167 |
|
|
2016
Q4 | $52K | Buy |
+1,431
| New | +$52K | 0.03% | 163 |
|