B. Riley Wealth Advisors’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $200K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $275K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $275K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $243K | Sell |
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|
2019
Q3 | $250K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $267K | Sell |
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|
2015
Q3 | $324K | Buy |
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|
2015
Q2 | $382K | Buy |
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|
2015
Q1 | $269K | Buy |
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|
2014
Q4 | $190 | Buy |
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|
2014
Q3 | $202K | Buy |
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|
2014
Q2 | $197K | Buy |
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