Bleakley Financial Group’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,219
| Closed | -$357K | – | 715 |
|
|
2024
Q4 | $357K | Buy |
7,219
+479
| +7% | +$23.7K | 0.01% | 728 |
|
|
2024
Q3 | $305K | Buy |
6,740
+622
| +10% | +$28.1K | 0.01% | 770 |
|
|
2024
Q2 | $266K | Buy |
6,118
+49
| +0.8% | +$2.13K | 0.01% | 793 |
|
|
2024
Q1 | $239K | Sell |
6,069
-355
| -6% | -$14K | 0.01% | 831 |
|
|
2023
Q4 | $260K | Buy |
6,424
+675
| +12% | +$27.4K | 0.01% | 774 |
|
|
2023
Q3 | $227K | Sell |
5,749
-747
| -11% | -$29.5K | 0.01% | 764 |
|
|
2023
Q2 | $257K | Buy |
6,496
+350
| +6% | +$13.9K | 0.01% | 766 |
|
|
2023
Q1 | $210K | Buy |
+6,146
| New | +$210K | 0.01% | 813 |
|