Cerity Partners’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6M | Buy |
98,708
+2,940
| +3% | +$179K | 0.01% | 728 |
|
|
2025
Q1 | $5.5M | Buy |
95,768
+17,321
| +22% | +$995K | 0.01% | 698 |
|
|
2024
Q4 | $3.71M | Sell |
78,447
-13,689
| -15% | -$647K | 0.01% | 835 |
|
|
2024
Q3 | $4.16M | Buy |
92,136
+36,543
| +66% | +$1.65M | 0.01% | 778 |
|
|
2024
Q2 | $2.42M | Sell |
55,593
-33,543
| -38% | -$1.46M | 0.01% | 834 |
|
|
2024
Q1 | $3.51M | Buy |
89,136
+43,154
| +94% | +$1.7M | 0.01% | 768 |
|
|
2023
Q4 | $1.86M | Buy |
45,982
+16,866
| +58% | +$684K | 0.01% | 784 |
|
|
2023
Q3 | $1.15M | Sell |
29,116
-2,507
| -8% | -$98.9K | 0.01% | 716 |
|
|
2023
Q2 | $1.25M | Buy |
31,623
+2,243
| +8% | +$88.9K | ﹤0.01% | 853 |
|
|
2023
Q1 | $1M | Buy |
29,380
+10,112
| +52% | +$345K | ﹤0.01% | 969 |
|
|
2022
Q4 | $600K | Sell |
19,268
-3,619
| -16% | -$113K | ﹤0.01% | 860 |
|
|
2022
Q3 | $597K | Sell |
22,887
-3,949
| -15% | -$103K | 0.01% | 648 |
|
|
2022
Q2 | $877K | Buy |
+26,836
| New | +$877K | 0.01% | 582 |
|
|
2022
Q1 | – | Sell |
-11,147
| Closed | -$337K | – | 1011 |
|
|
2021
Q4 | $337K | Buy |
+11,147
| New | +$337K | 0.01% | 730 |
|
|
2019
Q2 | – | Sell |
-5,641
| Closed | -$226K | – | 527 |
|
|
2019
Q1 | $226K | Sell |
5,641
-15,376
| -73% | -$616K | 0.02% | 475 |
|
|
2018
Q4 | $833K | Buy |
21,017
+1,465
| +7% | +$58.1K | 0.06% | 249 |
|
|
2018
Q3 | $819K | Sell |
19,552
-5,090
| -21% | -$213K | 0.06% | 270 |
|
|
2018
Q2 | $1.09M | Buy |
24,642
+7,514
| +44% | +$334K | 0.08% | 229 |
|
|
2018
Q1 | $762K | Sell |
17,128
-12,101
| -41% | -$538K | 0.06% | 266 |
|
|
2017
Q4 | $1.38M | Buy |
29,229
+5,041
| +21% | +$238K | 0.09% | 197 |
|
|
2017
Q3 | $1.09M | Buy |
+24,188
| New | +$1.09M | 0.08% | 218 |
|
|
2017
Q2 | – | Sell |
-20,297
| Closed | -$748K | – | 383 |
|
|
2017
Q1 | $748K | Buy |
+20,297
| New | +$748K | 0.06% | 215 |
|