Curi RMB Capital’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Buy |
+3,714
| New | +$226K | ﹤0.01% | 632 |
|
|
2020
Q2 | – | Sell |
-7,903
| Closed | -$221K | – | 636 |
|
|
2020
Q1 | $221K | Sell |
7,903
-1,148
| -13% | -$32.1K | 0.01% | 546 |
|
|
2019
Q4 | $355K | Buy |
9,051
+587
| +7% | +$23K | 0.01% | 498 |
|
|
2019
Q3 | $324K | Sell |
8,464
-256
| -3% | -$9.8K | 0.01% | 541 |
|
|
2019
Q2 | $365K | Sell |
8,720
-598
| -6% | -$25K | 0.01% | 568 |
|
|
2019
Q1 | $374K | Sell |
9,318
-3,263
| -26% | -$131K | 0.01% | 599 |
|
|
2018
Q4 | $499K | Sell |
12,581
-407
| -3% | -$16.1K | 0.01% | 606 |
|
|
2018
Q3 | $545K | Sell |
12,988
-843
| -6% | -$35.4K | 0.01% | 590 |
|
|
2018
Q2 | $614K | Sell |
13,831
-900
| -6% | -$40K | 0.01% | 567 |
|
|
2018
Q1 | $655K | Sell |
14,731
-253
| -2% | -$11.2K | 0.02% | 550 |
|
|
2017
Q4 | $707K | Buy |
14,984
+4,383
| +41% | +$207K | 0.02% | 521 |
|
|
2017
Q3 | $478K | Buy |
10,601
+468
| +5% | +$21.1K | 0.01% | 500 |
|
|
2017
Q2 | $429K | Buy |
10,133
+856
| +9% | +$36.2K | 0.01% | 524 |
|
|
2017
Q1 | $342K | Buy |
+9,277
| New | +$342K | 0.01% | 400 |
|
|
2015
Q1 | – | Sell |
-5,054
| Closed | -$206K | – | 501 |
|
|
2014
Q4 | $206K | Sell |
5,054
-1,089
| -18% | -$44.4K | 0.01% | 385 |
|
|
2014
Q3 | $269K | Sell |
6,143
-630
| -9% | -$27.6K | 0.02% | 379 |
|
|
2014
Q2 | $296K | Sell |
6,773
-3,152
| -32% | -$138K | 0.02% | 364 |
|
|
2014
Q1 | $435K | Sell |
9,925
-2,759
| -22% | -$121K | 0.03% | 279 |
|
|
2013
Q4 | $603K | Sell |
12,684
-2,261
| -15% | -$107K | 0.04% | 245 |
|
|
2013
Q3 | $699K | Sell |
14,945
-4,159
| -22% | -$195K | 0.05% | 240 |
|
|
2013
Q2 | $854K | Buy |
+19,104
| New | +$854K | 0.06% | 229 |
|