Cambridge Investment Research 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 | $883K | Buy |
14,520
+2,785
| +24% | +$169K | ﹤0.01% | 2052 |
|
|
2025
Q1 | $674K | Buy |
11,735
+959
| +9% | +$55.1K | ﹤0.01% | 2175 |
|
|
2024
Q4 | $533K | Sell |
10,776
-2,062
| -16% | -$102K | ﹤0.01% | 2374 |
|
|
2024
Q3 | $580K | Buy |
12,838
+1,647
| +15% | +$74.4K | ﹤0.01% | 2288 |
|
|
2024
Q2 | $487K | Sell |
11,191
-866
| -7% | -$37.7K | ﹤0.01% | 2320 |
|
|
2024
Q1 | $475K | Buy |
12,057
+1,194
| +11% | +$47K | ﹤0.01% | 2318 |
|
|
2023
Q4 | $440K | Buy |
10,863
+1,143
| +12% | +$46.3K | ﹤0.01% | 2291 |
|
|
2023
Q3 | $384K | Buy |
9,720
+1,665
| +21% | +$65.8K | ﹤0.01% | 2300 |
|
|
2023
Q2 | $319K | Sell |
8,055
-832
| -9% | -$32.9K | ﹤0.01% | 2478 |
|
|
2023
Q1 | $303K | Sell |
8,887
-2,664
| -23% | -$90.8K | ﹤0.01% | 2484 |
|
|
2022
Q4 | $360K | Sell |
11,551
-4,265
| -27% | -$133K | ﹤0.01% | 2283 |
|
|
2022
Q3 | $412K | Sell |
15,816
-1,699
| -10% | -$44.3K | ﹤0.01% | 2089 |
|
|
2022
Q2 | $572K | Buy |
17,515
+1,021
| +6% | +$33.3K | ﹤0.01% | 1862 |
|
|
2022
Q1 | $564K | Buy |
16,494
+5,861
| +55% | +$200K | ﹤0.01% | 2006 |
|
|
2021
Q4 | $321K | Buy |
+10,633
| New | +$321K | ﹤0.01% | 2469 |
|
|
2021
Q3 | – | Sell |
-30,204
| Closed | -$871K | – | 3137 |
|
|
2021
Q2 | $871K | Sell |
30,204
-42
| -0.1% | -$1.21K | ﹤0.01% | 1636 |
|
|
2021
Q1 | $881K | Buy |
+30,246
| New | +$881K | ﹤0.01% | 1517 |
|
|
2020
Q3 | – | Sell |
-9,832
| Closed | -$229K | – | 2563 |
|
|
2020
Q2 | $229K | Sell |
9,832
-5,031
| -34% | -$117K | ﹤0.01% | 2083 |
|
|
2020
Q1 | $416K | Sell |
14,863
-1,977
| -12% | -$55.3K | ﹤0.01% | 1479 |
|
|
2019
Q4 | $658K | Buy |
16,840
+48
| +0.3% | +$1.88K | 0.01% | 1402 |
|
|
2019
Q3 | $643K | Buy |
16,792
+8,935
| +114% | +$342K | 0.01% | 1339 |
|
|
2019
Q2 | $328K | Buy |
7,857
+645
| +9% | +$26.9K | ﹤0.01% | 1692 |
|
|
2019
Q1 | $289K | Buy |
7,212
+254
| +4% | +$10.2K | ﹤0.01% | 1838 |
|
|
2018
Q4 | $276K | Buy |
6,958
+229
| +3% | +$9.08K | ﹤0.01% | 1714 |
|
|
2018
Q3 | $282K | Sell |
6,729
-1,244
| -16% | -$52.1K | ﹤0.01% | 1833 |
|
|
2018
Q2 | $354K | Buy |
7,973
+132
| +2% | +$5.86K | ﹤0.01% | 1618 |
|
|
2018
Q1 | $349K | Buy |
7,841
+1,023
| +15% | +$45.5K | ﹤0.01% | 1563 |
|
|
2017
Q4 | $322K | Buy |
6,818
+23
| +0.3% | +$1.09K | ﹤0.01% | 1609 |
|
|
2017
Q3 | $307K | Buy |
6,795
+788
| +13% | +$35.6K | ﹤0.01% | 1535 |
|
|
2017
Q2 | $255K | Buy |
6,007
+253
| +4% | +$10.7K | ﹤0.01% | 1612 |
|
|
2017
Q1 | $212K | Buy |
+5,754
| New | +$212K | ﹤0.01% | 1579 |
|
|
2016
Q2 | – | Sell |
-13,382
| Closed | -$371K | – | 1640 |
|
|
2016
Q1 | $371K | Sell |
13,382
-232
| -2% | -$6.43K | 0.01% | 1058 |
|
|
2015
Q4 | $479K | Sell |
13,614
-4,775
| -26% | -$168K | 0.01% | 867 |
|
|
2015
Q3 | $621K | Sell |
18,389
-211
| -1% | -$7.13K | 0.02% | 661 |
|
|
2015
Q2 | $743K | Sell |
18,600
-1,479
| -7% | -$59.1K | 0.02% | 628 |
|
|
2015
Q1 | $754K | Buy |
20,079
+2,615
| +15% | +$98.2K | 0.02% | 615 |
|
|
2014
Q4 | $711K | Buy |
17,464
+6,681
| +62% | +$272K | 0.02% | 611 |
|
|
2014
Q3 | $473K | Buy |
10,783
+883
| +9% | +$38.7K | 0.01% | 858 |
|
|
2014
Q2 | $433K | Buy |
9,900
+2,779
| +39% | +$122K | 0.02% | 822 |
|
|
2014
Q1 | $312K | Buy |
7,121
+2,674
| +60% | +$117K | 0.01% | 940 |
|
|
2013
Q4 | $211K | Buy |
+4,447
| New | +$211K | 0.01% | 1056 |
|