Brinker Capital Investments’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.99M | Buy |
49,237
+4,043
| +9% | +$246K | 0.03% | 586 |
|
|
2025
Q1 | $2.6M | Buy |
45,194
+3,261
| +8% | +$187K | 0.03% | 588 |
|
|
2024
Q4 | $2.07M | Buy |
41,933
+7,908
| +23% | +$391K | 0.02% | 678 |
|
|
2024
Q3 | $1.54M | Sell |
34,025
-3,162
| -9% | -$143K | 0.02% | 824 |
|
|
2024
Q2 | $1.62M | Buy |
37,187
+3,103
| +9% | +$135K | 0.02% | 753 |
|
|
2024
Q1 | $1.34M | Sell |
34,084
-62,874
| -65% | -$2.47M | 0.01% | 854 |
|
|
2023
Q4 | $4.02M | Sell |
96,958
-13,600
| -12% | -$563K | 0.05% | 356 |
|
|
2023
Q3 | $4.36M | Buy |
110,558
+2,128
| +2% | +$84K | 0.05% | 332 |
|
|
2023
Q2 | $4.3M | Sell |
108,430
-1,546
| -1% | -$61.3K | 0.05% | 364 |
|
|
2023
Q1 | $3.75M | Buy |
109,976
+38,982
| +55% | +$1.33M | 0.05% | 342 |
|
|
2022
Q4 | $2.21M | Buy |
70,994
+56,597
| +393% | +$1.76M | 0.04% | 436 |
|
|
2022
Q3 | $375K | Buy |
14,397
+87
| +0.6% | +$2.27K | 0.01% | 1037 |
|
|
2022
Q2 | $468K | Buy |
14,310
+3,886
| +37% | +$127K | 0.01% | 1005 |
|
|
2022
Q1 | $357K | Buy |
10,424
+388
| +4% | +$13.3K | 0.01% | 1160 |
|
|
2021
Q4 | $303K | Buy |
10,036
+490
| +5% | +$14.8K | ﹤0.01% | 1251 |
|
|
2021
Q3 | $275K | Hold |
9,546
| – | – | ﹤0.01% | 1172 |
|
|
2021
Q2 | $275K | Buy |
+9,546
| New | +$275K | ﹤0.01% | 1224 |
|
|
2020
Q1 | – | Sell |
-422
| Closed | -$16K | – | 497 |
|
|
2019
Q4 | $16K | Hold |
422
| – | – | ﹤0.01% | 525 |
|
|
2019
Q3 | $16K | Sell |
422
-279
| -40% | -$10.6K | ﹤0.01% | 534 |
|
|
2019
Q2 | $29K | Buy |
701
+460
| +191% | +$19K | ﹤0.01% | 653 |
|
|
2019
Q1 | $10K | Buy |
+241
| New | +$10K | ﹤0.01% | 641 |
|