CA
Crumly & Associates’s HSBC HSBC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $465K | Sell |
7,647
-306
| -4% | -$18.6K | 0.11% | 105 |
|
2025
Q1 | $457K | Sell |
7,953
-75
| -0.9% | -$4.31K | 0.13% | 104 |
|
2024
Q4 | $397K | Sell |
8,028
-1,258
| -14% | -$62.2K | 0.11% | 106 |
|
2024
Q3 | $420K | Sell |
9,286
-6,684
| -42% | -$302K | 0.12% | 109 |
|
2024
Q2 | $695K | Buy |
15,970
+287
| +2% | +$12.5K | 0.2% | 69 |
|
2024
Q1 | $617K | Sell |
15,683
-274
| -2% | -$10.8K | 0.16% | 81 |
|
2023
Q4 | $647K | Buy |
15,957
+620
| +4% | +$25.1K | 0.19% | 67 |
|
2023
Q3 | $605K | Buy |
15,337
+85
| +0.6% | +$3.35K | 0.24% | 59 |
|
2023
Q2 | $604K | Buy |
15,252
+1,127
| +8% | +$44.7K | 0.24% | 59 |
|
2023
Q1 | $482K | Buy |
14,125
+6,453
| +84% | +$220K | 0.21% | 70 |
|
2022
Q4 | $239K | Sell |
7,672
-1,922
| -20% | -$59.9K | 0.09% | 88 |
|
2022
Q3 | $250K | Buy |
9,594
+1,237
| +15% | +$32.2K | 0.1% | 96 |
|
2022
Q2 | $273K | Buy |
+8,357
| New | +$273K | 0.11% | 94 |
|