Capital Analysts 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 | $30K | Sell |
501
-85
| -15% | -$5.09K | ﹤0.01% | 917 |
|
|
2025
Q1 | $34K | Hold |
586
| – | – | ﹤0.01% | 869 |
|
|
2024
Q4 | $29K | Hold |
586
| – | – | ﹤0.01% | 860 |
|
|
2024
Q3 | $26K | Buy |
+586
| New | +$26K | ﹤0.01% | 849 |
|
|
2023
Q4 | – | Sell |
-24
| Closed | -$1K | – | 1156 |
|
|
2023
Q3 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 1106 |
|
|
2015
Q1 | – | Sell |
-20,234
| Closed | -$823K | – | 395 |
|
|
2014
Q4 | $823K | Buy |
20,234
+1,800
| +10% | +$73.3K | 0.18% | 105 |
|
|
2014
Q3 | $808K | Buy |
18,434
+442
| +2% | +$19.4K | 0.19% | 105 |
|
|
2014
Q2 | $788K | Buy |
17,992
+276
| +2% | +$12.1K | 0.19% | 105 |
|
|
2014
Q1 | $776K | Buy |
+17,716
| New | +$776K | 0.2% | 102 |
|