Concourse Financial Group Securities’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,901
| Closed | -$199K | – | 3689 |
|
|
2024
Q4 | $199K | Buy |
3,901
+3,258
| +507% | +$166K | 0.01% | 723 |
|
|
2024
Q3 | $29.1K | Hold |
643
| – | – | ﹤0.01% | 1402 |
|
|
2024
Q2 | $28K | Sell |
643
-2,038
| -76% | -$88.7K | ﹤0.01% | 1414 |
|
|
2024
Q1 | $110K | Sell |
2,681
-9,417
| -78% | -$385K | 0.01% | 882 |
|
|
2023
Q4 | $490K | Buy |
12,098
+2,710
| +29% | +$110K | 0.04% | 444 |
|
|
2023
Q3 | $370K | Buy |
9,388
+514
| +6% | +$20.3K | 0.03% | 470 |
|
|
2023
Q2 | $352K | Buy |
+8,874
| New | +$352K | 0.03% | 498 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 4670 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 4647 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 4448 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 4478 |
|
|
2022
Q1 | – | Sell |
-450
| Closed | -$14K | – | 4408 |
|
|
2021
Q4 | $14K | Hold |
450
| – | – | ﹤0.01% | 1756 |
|
|
2021
Q3 | $12K | Hold |
450
| – | – | ﹤0.01% | 1827 |
|
|
2021
Q2 | $13K | Hold |
450
| – | – | ﹤0.01% | 1780 |
|
|
2021
Q1 | $13K | Sell |
450
-190
| -30% | -$5.49K | ﹤0.01% | 1686 |
|
|
2020
Q4 | $17K | Hold |
640
| – | – | ﹤0.01% | 1510 |
|
|
2020
Q3 | $13K | Hold |
640
| – | – | ﹤0.01% | 1483 |
|
|
2020
Q2 | $15K | Sell |
640
-1,225
| -66% | -$28.7K | ﹤0.01% | 1390 |
|
|
2020
Q1 | $54K | Buy |
1,865
+136
| +8% | +$3.94K | 0.01% | 860 |
|
|
2019
Q4 | $68K | Buy |
1,729
+394
| +30% | +$15.5K | 0.01% | 831 |
|
|
2019
Q3 | $51K | Sell |
1,335
-790
| -37% | -$30.2K | 0.01% | 611 |
|
|
2019
Q2 | $89K | Buy |
2,125
+573
| +37% | +$24K | 0.01% | 687 |
|
|
2019
Q1 | $62K | Buy |
1,552
+405
| +35% | +$16.2K | 0.01% | 807 |
|
|
2018
Q4 | $45K | Sell |
1,147
-297
| -21% | -$11.7K | 0.01% | 849 |
|
|
2018
Q3 | $61K | Buy |
+1,444
| New | +$61K | 0.02% | 540 |
|