Cetera Investment Advisers’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.14M | Buy |
74,492
+4,991
| +7% | +$423K | 0.01% | 1360 |
|
|
2025
Q4 | $5.47M | Buy |
69,501
+5,727
| +9% | +$410K | 0.01% | 1405 |
|
|
2025
Q3 | $4.53M | Buy |
63,774
+26,476
| +71% | +$1.72M | 0.01% | 1474 |
|
|
2025
Q2 | $2.27M | Sell |
37,298
-1,379
| -4% | -$78.5K | ﹤0.01% | 1752 |
|
|
2025
Q1 | $2.22M | Sell |
38,677
-273
| -0.7% | -$14.9K | ﹤0.01% | 1669 |
|
|
2024
Q4 | $1.93M | Buy |
38,950
+4,552
| +13% | +$211K | ﹤0.01% | 1692 |
|
|
2024
Q3 | $1.55M | Sell |
34,398
-824
| -2% | -$35.7K | ﹤0.01% | 1795 |
|
|
2024
Q2 | $1.53M | Buy |
35,222
+523
| +2% | +$22.5K | ﹤0.01% | 1773 |
|
|
2024
Q1 | $1.37M | Buy |
34,699
+21,014
| +154% | +$820K | ﹤0.01% | 1829 |
|
|
2023
Q4 | $555K | Buy |
13,685
+1,380
| +11% | +$53.4K | ﹤0.01% | 1437 |
|
|
2023
Q3 | $486K | Buy |
12,305
+2,250
| +22% | +$88.7K | ﹤0.01% | 1441 |
|
|
2023
Q2 | $398K | Buy |
10,055
+3,001
| +43% | +$112K | ﹤0.01% | 1577 |
|
|
2023
Q1 | $241K | Buy |
+7,054
| New | +$253K | ﹤0.01% | 1834 |
|
|
2020
Q2 | – | Sell |
-8,025
| Closed | -$225K | – | 623 |
|
|
2020
Q1 | $225K | Sell |
8,025
-443
| -5% | -$15.4K | 0.03% | 469 |
|
|
2019
Q4 | $334K | Buy |
8,468
+2,033
| +32% | +$77.1K | 0.03% | 435 |
|
|
2019
Q3 | $247K | Buy |
6,435
+2
| +0% | +$78 | 0.03% | 447 |
|
|
2019
Q2 | $273K | Buy |
6,433
+1,138
| +21% | +$47.7K | 0.04% | 409 |
|
|
2019
Q1 | $215K | Sell |
5,295
-703
| -12% | -$28.3K | 0.03% | 443 |
|
|
2018
Q4 | $239K | Sell |
5,998
-921
| -13% | -$36.9K | 0.04% | 389 |
|
|
2018
Q3 | $293K | Buy |
6,919
+427
| +7% | +$18.5K | 0.04% | 373 |
|
|
2018
Q2 | $292K | Buy |
6,492
+1,008
| +18% | +$46.2K | 0.05% | 327 |
|
|
2018
Q1 | $246K | Sell |
5,484
-748
| -12% | -$35.6K | 0.05% | 325 |
|
|
2017
Q4 | $295K | Buy |
6,232
+722
| +13% | +$32.6K | 0.05% | 323 |
|
|
2017
Q3 | $249K | Sell |
5,510
-501
| -8% | -$22.2K | 0.06% | 336 |
|
|
2017
Q2 | $258K | Sell |
6,011
-6,747
| -53% | -$262K | 0.06% | 325 |
|
|
2017
Q1 | $472K | Buy |
12,758
+1,027
| +9% | +$38.6K | 0.13% | 204 |
|
|
2016
Q4 | $428K | Buy |
11,731
+390
| +3% | +$13.8K | 0.14% | 186 |
|
|
2016
Q3 | $386K | Buy |
11,341
+2,058
| +22% | +$64.6K | 0.17% | 158 |
|
|
2016
Q2 | $258K | Buy |
9,283
+210
| +2% | +$5.94K | 0.1% | 234 |
|
|
2016
Q1 | $250K | Buy |
+9,073
| New | +$268K | 0.11% | 222 |
|
Other funds holding HSBC
