Cooper Financial Group’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $491K | Sell |
8,075
-4,878
| -38% | -$297K | 0.06% | 240 |
|
|
2025
Q1 | $744K | Buy |
12,953
+307
| +2% | +$17.6K | 0.1% | 183 |
|
|
2024
Q4 | $625K | Buy |
12,646
+759
| +6% | +$37.5K | 0.08% | 202 |
|
|
2024
Q3 | $537K | Buy |
11,887
+494
| +4% | +$22.3K | 0.07% | 235 |
|
|
2024
Q2 | $496K | Sell |
11,393
-62
| -0.5% | -$2.7K | 0.07% | 219 |
|
|
2024
Q1 | $451K | Buy |
11,455
+117
| +1% | +$4.61K | 0.07% | 232 |
|
|
2023
Q4 | $460K | Buy |
11,338
+28
| +0.2% | +$1.14K | 0.08% | 216 |
|
|
2023
Q3 | $446K | Buy |
11,310
+400
| +4% | +$15.8K | 0.11% | 206 |
|
|
2023
Q2 | $432K | Buy |
10,910
+462
| +4% | +$18.3K | 0.11% | 213 |
|
|
2023
Q1 | $357K | Buy |
10,448
+1,037
| +11% | +$35.4K | 0.1% | 214 |
|
|
2022
Q4 | $293K | Buy |
9,411
+308
| +3% | +$9.6K | 0.09% | 227 |
|
|
2022
Q3 | $237K | Buy |
+9,103
| New | +$237K | 0.09% | 225 |
|