Creative Planning’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19M | Buy |
313,074
+14,368
| +5% | +$873K | 0.02% | 349 |
|
|
2025
Q1 | $17.2M | Buy |
298,706
+30,509
| +11% | +$1.75M | 0.02% | 357 |
|
|
2024
Q4 | $13.3M | Buy |
268,197
+46,105
| +21% | +$2.28M | 0.01% | 379 |
|
|
2024
Q3 | $10M | Buy |
222,092
+19,165
| +9% | +$866K | 0.01% | 437 |
|
|
2024
Q2 | $8.83M | Buy |
202,927
+37,015
| +22% | +$1.61M | 0.01% | 445 |
|
|
2024
Q1 | $6.53M | Buy |
165,912
+9,610
| +6% | +$378K | 0.01% | 530 |
|
|
2023
Q4 | $6.34M | Buy |
156,302
+22,381
| +17% | +$907K | 0.01% | 508 |
|
|
2023
Q3 | $5.28M | Sell |
133,921
-4,363
| -3% | -$172K | 0.01% | 514 |
|
|
2023
Q2 | $5.48M | Buy |
138,284
+42,813
| +45% | +$1.7M | 0.01% | 499 |
|
|
2023
Q1 | $3.26M | Buy |
95,471
+3,358
| +4% | +$115K | ﹤0.01% | 618 |
|
|
2022
Q4 | $2.87M | Buy |
92,113
+5,804
| +7% | +$181K | ﹤0.01% | 631 |
|
|
2022
Q3 | $2.25M | Buy |
86,309
+2,452
| +3% | +$63.9K | ﹤0.01% | 664 |
|
|
2022
Q2 | $2.74M | Sell |
83,857
-146
| -0.2% | -$4.77K | ﹤0.01% | 609 |
|
|
2022
Q1 | $2.88M | Buy |
84,003
+36,235
| +76% | +$1.24M | ﹤0.01% | 610 |
|
|
2021
Q4 | $1.44M | Sell |
47,768
-38,991
| -45% | -$1.18M | ﹤0.01% | 794 |
|
|
2021
Q3 | $2.27M | Buy |
86,759
+30,803
| +55% | +$806K | ﹤0.01% | 651 |
|
|
2021
Q2 | $1.61M | Buy |
55,956
+11,358
| +25% | +$328K | ﹤0.01% | 752 |
|
|
2021
Q1 | $1.3M | Buy |
44,598
+7,193
| +19% | +$210K | ﹤0.01% | 897 |
|
|
2020
Q4 | $969K | Buy |
37,405
+1,878
| +5% | +$48.7K | ﹤0.01% | 957 |
|
|
2020
Q3 | $696K | Buy |
35,527
+3,848
| +12% | +$75.4K | ﹤0.01% | 949 |
|
|
2020
Q2 | $739K | Sell |
31,679
-2,047
| -6% | -$47.8K | ﹤0.01% | 851 |
|
|
2020
Q1 | $945K | Buy |
33,726
+1,985
| +6% | +$55.6K | ﹤0.01% | 668 |
|
|
2019
Q4 | $1.24M | Sell |
31,741
-582
| -2% | -$22.8K | ﹤0.01% | 690 |
|
|
2019
Q3 | $1.24M | Sell |
32,323
-5,651
| -15% | -$216K | ﹤0.01% | 659 |
|
|
2019
Q2 | $1.59M | Buy |
37,974
+3,544
| +10% | +$148K | 0.01% | 565 |
|
|
2019
Q1 | $1.38M | Buy |
34,430
+2,788
| +9% | +$112K | 0.01% | 604 |
|
|
2018
Q4 | $1.25M | Buy |
31,642
+8,772
| +38% | +$348K | 0.01% | 576 |
|
|
2018
Q3 | $958K | Buy |
22,870
+1,774
| +8% | +$74.3K | ﹤0.01% | 779 |
|
|
2018
Q2 | $937K | Buy |
21,096
+3,333
| +19% | +$148K | ﹤0.01% | 769 |
|
|
2018
Q1 | $790K | Sell |
17,763
-484
| -3% | -$21.5K | ﹤0.01% | 853 |
|
|
2017
Q4 | $861K | Sell |
18,247
-267
| -1% | -$12.6K | ﹤0.01% | 807 |
|
|
2017
Q3 | $836K | Sell |
18,514
-2,312
| -11% | -$104K | ﹤0.01% | 796 |
|
|
2017
Q2 | $883K | Buy |
20,826
+3,153
| +18% | +$134K | ﹤0.01% | 741 |
|
|
2017
Q1 | $652K | Sell |
17,673
-1,170
| -6% | -$43.2K | ﹤0.01% | 840 |
|
|
2016
Q4 | $684K | Buy |
18,843
+3,323
| +21% | +$121K | ﹤0.01% | 784 |
|
|
2016
Q3 | $527K | Sell |
15,520
-9,069
| -37% | -$308K | ﹤0.01% | 857 |
|
|
2016
Q2 | $686K | Buy |
24,589
+10,238
| +71% | +$286K | 0.01% | 648 |
|
|
2016
Q1 | $398K | Buy |
14,351
+3,776
| +36% | +$105K | ﹤0.01% | 844 |
|
|
2015
Q4 | $372K | Sell |
10,575
-1,636
| -13% | -$57.6K | ﹤0.01% | 889 |
|
|
2015
Q3 | $412K | Sell |
12,211
-748
| -6% | -$25.2K | ﹤0.01% | 813 |
|
|
2015
Q2 | $517K | Sell |
12,959
-1,373
| -10% | -$54.8K | ﹤0.01% | 652 |
|
|
2015
Q1 | $538K | Sell |
14,332
-3,764
| -21% | -$141K | 0.01% | 705 |
|
|
2014
Q4 | $736K | Buy |
18,096
+4,268
| +31% | +$174K | 0.01% | 546 |
|
|
2014
Q3 | $606K | Buy |
13,828
+2,593
| +23% | +$114K | 0.01% | 578 |
|
|
2014
Q2 | $492K | Buy |
11,235
+68
| +0.6% | +$2.98K | 0.01% | 649 |
|
|
2014
Q1 | $489K | Sell |
11,167
-3,227
| -22% | -$141K | 0.01% | 629 |
|
|
2013
Q4 | $684K | Buy |
14,394
+620
| +5% | +$29.5K | 0.01% | 426 |
|
|
2013
Q3 | $644K | Buy |
13,774
+6,559
| +91% | +$307K | 0.01% | 366 |
|
|
2013
Q2 | $323K | Buy |
+7,215
| New | +$323K | 0.01% | 528 |
|