Clarius Group 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 | $853K | Buy |
14,032
+85
| +0.6% | +$5.17K | 0.05% | 166 |
|
|
2025
Q1 | $801K | Buy |
13,947
+3,286
| +31% | +$189K | 0.05% | 170 |
|
|
2024
Q4 | $527K | Buy |
10,661
+275
| +3% | +$13.6K | 0.04% | 212 |
|
|
2024
Q3 | $469K | Sell |
10,386
-4,186
| -29% | -$189K | 0.03% | 229 |
|
|
2024
Q2 | $634K | Sell |
14,572
-2,642
| -15% | -$115K | 0.04% | 181 |
|
|
2024
Q1 | $678K | Sell |
17,214
-1,167
| -6% | -$45.9K | 0.05% | 177 |
|
|
2023
Q4 | $745K | Sell |
18,381
-46
| -0.2% | -$1.87K | 0.06% | 171 |
|
|
2023
Q3 | $727K | Sell |
18,427
-1,360
| -7% | -$53.7K | 0.07% | 154 |
|
|
2023
Q2 | $784K | Buy |
19,787
+216
| +1% | +$8.56K | 0.06% | 177 |
|
|
2023
Q1 | $668K | Buy |
19,571
+824
| +4% | +$28.1K | 0.06% | 193 |
|
|
2022
Q4 | $584K | Buy |
18,747
+2,026
| +12% | +$63.1K | 0.05% | 216 |
|
|
2022
Q3 | $436K | Buy |
16,721
+4,825
| +41% | +$126K | 0.04% | 245 |
|
|
2022
Q2 | $389K | Buy |
11,896
+539
| +5% | +$17.6K | 0.04% | 266 |
|
|
2022
Q1 | $342K | Hold |
11,357
| – | – | 0.03% | 330 |
|
|
2021
Q4 | $342K | Buy |
+11,357
| New | +$342K | 0.03% | 330 |
|
|
2021
Q3 | – | Sell |
-7,893
| Closed | -$228K | – | 438 |
|
|
2021
Q2 | $228K | Buy |
7,893
+324
| +4% | +$9.36K | 0.02% | 369 |
|
|
2021
Q1 | $221K | Buy |
+7,569
| New | +$221K | 0.02% | 344 |
|
|
2020
Q3 | – | Sell |
-15,705
| Closed | -$366K | – | 310 |
|
|
2020
Q2 | $366K | Buy |
15,705
+7,435
| +90% | +$173K | 0.05% | 185 |
|
|
2020
Q1 | $232K | Sell |
8,270
-541
| -6% | -$15.2K | 0.04% | 221 |
|
|
2019
Q4 | $338K | Sell |
8,811
-215
| -2% | -$8.25K | 0.05% | 186 |
|
|
2019
Q3 | $345K | Sell |
9,026
-16
| -0.2% | -$612 | 0.06% | 165 |
|
|
2019
Q2 | $377K | Buy |
9,042
+3,652
| +68% | +$152K | 0.08% | 134 |
|
|
2019
Q1 | $216K | Buy |
+5,390
| New | +$216K | 0.05% | 193 |
|