Cape Investment Advisory’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.6K | Buy |
323
+87
| +37% | +$5.29K | 0.01% | 510 |
|
|
2025
Q1 | $13.6K | Sell |
236
-67
| -22% | -$3.85K | 0.01% | 547 |
|
|
2024
Q4 | $15K | Hold |
303
| – | – | 0.01% | 520 |
|
|
2024
Q3 | $13.7K | Hold |
303
| – | – | 0.01% | 515 |
|
|
2024
Q2 | $13.2K | Hold |
303
| – | – | 0.01% | 482 |
|
|
2024
Q1 | $11.9K | Buy |
303
+92
| +44% | +$3.62K | 0.01% | 519 |
|
|
2023
Q4 | $8.55K | Hold |
211
| – | – | ﹤0.01% | 699 |
|
|
2023
Q3 | $8.33K | Hold |
211
| – | – | ﹤0.01% | 590 |
|
|
2023
Q2 | $8.36K | Buy |
211
+52
| +33% | +$2.06K | ﹤0.01% | 583 |
|
|
2023
Q1 | $5.43K | Buy |
+159
| New | +$5.43K | ﹤0.01% | 649 |
|