Bogart Wealth LLC’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $74.6K | Buy |
1,227
+98
| +9% | +$5.96K | ﹤0.01% | 363 |
|
|
2025
Q1 | $64.8K | Hold |
1,129
| – | – | ﹤0.01% | 369 |
|
|
2024
Q4 | $55.8K | Hold |
1,129
| – | – | ﹤0.01% | 391 |
|
|
2024
Q3 | $51K | Hold |
1,129
| – | – | ﹤0.01% | 409 |
|
|
2024
Q2 | $49.1K | Hold |
1,129
| – | – | ﹤0.01% | 412 |
|
|
2024
Q1 | $44.4K | Hold |
1,129
| – | – | ﹤0.01% | 403 |
|
|
2023
Q4 | $45.8K | Hold |
1,129
| – | – | ﹤0.01% | 390 |
|
|
2023
Q3 | $44.6K | Sell |
1,129
-1
| -0.1% | -$39 | ﹤0.01% | 364 |
|
|
2023
Q2 | $44.8K | Sell |
1,130
-94
| -8% | -$3.72K | ﹤0.01% | 345 |
|
|
2023
Q1 | $41.8K | Hold |
1,224
| – | – | ﹤0.01% | 341 |
|
|
2022
Q4 | $38.1K | Hold |
1,224
| – | – | ﹤0.01% | 334 |
|
|
2022
Q3 | $32K | Hold |
1,224
| – | – | ﹤0.01% | 367 |
|
|
2022
Q2 | $40K | Sell |
1,224
-189
| -13% | -$6.18K | ﹤0.01% | 314 |
|
|
2022
Q1 | $48K | Buy |
1,413
+437
| +45% | +$14.8K | ﹤0.01% | 275 |
|
|
2021
Q4 | $29K | Hold |
976
| – | – | ﹤0.01% | 323 |
|
|
2021
Q3 | $26K | Hold |
976
| – | – | ﹤0.01% | 321 |
|
|
2021
Q2 | $28K | Buy |
976
+379
| +63% | +$10.9K | ﹤0.01% | 302 |
|
|
2021
Q1 | $17K | Sell |
597
-981
| -62% | -$27.9K | ﹤0.01% | 347 |
|
|
2020
Q4 | $40K | Hold |
1,578
| – | – | 0.01% | 209 |
|
|
2020
Q3 | $30K | Hold |
1,578
| – | – | 0.01% | 226 |
|
|
2020
Q2 | $37K | Sell |
1,578
-1,559
| -50% | -$36.6K | 0.01% | 197 |
|
|
2020
Q1 | $88K | Sell |
3,137
-59
| -2% | -$1.66K | 0.02% | 141 |
|
|
2019
Q4 | $125K | Sell |
3,196
-1,219
| -28% | -$47.7K | 0.04% | 127 |
|
|
2019
Q3 | $169K | Sell |
4,415
-56,591
| -93% | -$2.17M | 0.08% | 99 |
|
|
2019
Q2 | $2.55M | Buy |
61,006
+5,349
| +10% | +$223K | 1.54% | 20 |
|
|
2019
Q1 | $2.23M | Buy |
55,657
+9,755
| +21% | +$391K | 1.08% | 23 |
|
|
2018
Q4 | $1.82M | Buy |
45,902
+303
| +0.7% | +$12K | 0.91% | 24 |
|
|
2018
Q3 | $1.91M | Buy |
45,599
+3,818
| +9% | +$160K | 1.11% | 25 |
|
|
2018
Q2 | $1.86M | Buy |
41,781
+1,318
| +3% | +$58.5K | 1.13% | 16 |
|
|
2018
Q1 | $1.8M | Buy |
40,463
+1,156
| +3% | +$51.5K | 1.04% | 16 |
|
|
2017
Q4 | $1.86M | Sell |
39,307
-2,771
| -7% | -$131K | 1.19% | 14 |
|
|
2017
Q3 | $1.91M | Buy |
42,078
+351
| +0.8% | +$15.9K | 1.41% | 10 |
|
|
2017
Q2 | $1.77M | Buy |
41,727
+9,090
| +28% | +$385K | 1.13% | 15 |
|
|
2017
Q1 | $1.2M | Sell |
32,637
-494
| -1% | -$18.2K | 0.8% | 19 |
|
|
2016
Q4 | $1.2M | Buy |
+33,131
| New | +$1.2M | 0.81% | 18 |
|