CAPTRUST Financial 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 | $1.43M | Buy |
23,559
+232
| +1% | +$14.1K | ﹤0.01% | 1144 |
|
|
2025
Q1 | $1.34M | Buy |
23,327
+14,828
| +174% | +$852K | ﹤0.01% | 1120 |
|
|
2024
Q4 | $420K | Sell |
8,499
-14,959
| -64% | -$740K | ﹤0.01% | 1698 |
|
|
2024
Q3 | $1.06M | Sell |
23,458
-17,589
| -43% | -$795K | ﹤0.01% | 1153 |
|
|
2024
Q2 | $1.79M | Buy |
41,047
+6,724
| +20% | +$292K | 0.01% | 871 |
|
|
2024
Q1 | $1.35M | Sell |
34,323
-24,413
| -42% | -$961K | 0.01% | 972 |
|
|
2023
Q4 | $2.38M | Sell |
58,736
-3,066
| -5% | -$124K | 0.01% | 837 |
|
|
2023
Q3 | $2.44M | Buy |
61,802
+26,122
| +73% | +$1.03M | 0.01% | 786 |
|
|
2023
Q2 | $1.41M | Buy |
35,680
+1,599
| +5% | +$63.4K | 0.01% | 993 |
|
|
2023
Q1 | $1.16M | Buy |
34,081
+4,098
| +14% | +$140K | 0.01% | 958 |
|
|
2022
Q4 | $934K | Buy |
+29,983
| New | +$934K | ﹤0.01% | 1011 |
|
|
2022
Q3 | – | Sell |
-5,906
| Closed | -$193K | – | 2958 |
|
|
2022
Q2 | $193K | Buy |
5,906
+1,717
| +41% | +$56.1K | ﹤0.01% | 1715 |
|
|
2022
Q1 | $146K | Buy |
4,189
+1,206
| +40% | +$42K | ﹤0.01% | 1965 |
|
|
2021
Q4 | $90K | Buy |
2,983
+173
| +6% | +$5.22K | ﹤0.01% | 2237 |
|
|
2021
Q3 | $74K | Buy |
2,810
+526
| +23% | +$13.9K | ﹤0.01% | 2306 |
|
|
2021
Q2 | $66K | Sell |
2,284
-25
| -1% | -$722 | ﹤0.01% | 2327 |
|
|
2021
Q1 | $69K | Buy |
2,309
+440
| +24% | +$13.1K | ﹤0.01% | 2211 |
|
|
2020
Q4 | $48K | Sell |
1,869
-549
| -23% | -$14.1K | ﹤0.01% | 1844 |
|
|
2020
Q3 | $47K | Buy |
2,418
+588
| +32% | +$11.4K | ﹤0.01% | 1654 |
|
|
2020
Q2 | $42K | Sell |
1,830
-3,890
| -68% | -$89.3K | ﹤0.01% | 1684 |
|
|
2020
Q1 | $144K | Sell |
5,720
-12,166
| -68% | -$306K | ﹤0.01% | 981 |
|
|
2019
Q4 | $704K | Buy |
+17,886
| New | +$704K | 0.01% | 588 |
|