Beacon Pointe Advisors’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $516K | Buy |
8,494
+3,007
| +55% | +$183K | 0.01% | 861 |
|
|
2025
Q1 | $315K | Sell |
5,487
-43
| -0.8% | -$2.47K | ﹤0.01% | 994 |
|
|
2024
Q4 | $274K | Sell |
5,530
-1,130
| -17% | -$55.9K | ﹤0.01% | 1031 |
|
|
2024
Q3 | $301K | Sell |
6,660
-110
| -2% | -$4.97K | ﹤0.01% | 1009 |
|
|
2024
Q2 | $294K | Sell |
6,770
-194
| -3% | -$8.44K | ﹤0.01% | 1044 |
|
|
2024
Q1 | $274K | Sell |
6,964
-83
| -1% | -$3.27K | ﹤0.01% | 1127 |
|
|
2023
Q4 | $286K | Buy |
7,047
+558
| +9% | +$22.6K | ﹤0.01% | 1083 |
|
|
2023
Q3 | $256K | Buy |
6,489
+459
| +8% | +$18.1K | ﹤0.01% | 1128 |
|
|
2023
Q2 | $239K | Buy |
+6,030
| New | +$239K | ﹤0.01% | 948 |
|