D.A. Davidson & Co’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.37M | Hold |
|
|||||
|
2025
Q2 | $1.18M | Hold |
|
|||||
|
2025
Q1 | $1.11M | Buy |
|
|||||
|
2024
Q4 | $941K | Sell |
|
|||||
|
2024
Q3 | $887K | Buy |
|
|||||
|
2024
Q2 | $854K | Buy |
|
|||||
|
2024
Q1 | $773K | Hold |
|
|||||
|
2023
Q4 | $796K | Sell |
|
|||||
|
2023
Q3 | $776K | Buy |
|
|||||
|
2023
Q2 | $779K | Buy |
|
|||||
|
2023
Q1 | $674K | Buy |
|
|||||
|
2022
Q4 | $611K | Sell |
|
|||||
|
2022
Q3 | $510K | Hold |
|
|||||
|
2022
Q2 | $641K | Buy |
|
|||||
|
2022
Q1 | $669K | Sell |
|
|||||
|
2021
Q4 | $603K | Sell |
|
|||||
|
2021
Q3 | $526K | Hold |
|
|||||
|
2021
Q2 | $580K | Hold |
|
|||||
|
2021
Q1 | $586K | Hold |
|
|||||
|
2020
Q4 | $521K | Sell |
|
|||||
|
2020
Q3 | $398K | Hold |
|
|||||
|
2020
Q2 | $474K | Sell |
|
|||||
|
2020
Q1 | $595K | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $486K | Sell |
|
|||||
|
2019
Q2 | $583K | Sell |
|
|||||
|
2019
Q1 | $993K | Buy |
|
|||||
|
2018
Q4 | $830K | Sell |
|
|||||
|
2018
Q3 | $971K | Sell |
|
|||||
|
2018
Q2 | $1.06M | Buy |
|
|||||
|
2018
Q1 | $718K | Buy |
|
|||||
|
2017
Q4 | $735K | Buy |
|
|||||
|
2017
Q3 | $657K | Buy |
|
|||||
|
2017
Q2 | $600K | Buy |
|
|||||
|
2017
Q1 | $470K | Sell |
|
|||||
|
2016
Q4 | $562K | Buy |
|
|||||
|
2016
Q3 | $145K | Buy |
|
|||||
|
2016
Q2 | $110K | Buy |
|
|||||
|
2016
Q1 | $106K | Sell |
|
|||||
|
2015
Q4 | $136K | Buy |
|
|||||
|
2015
Q3 | $130K | Sell |
|
|||||
|
2015
Q2 | $454K | Buy |
|
|||||
|
2015
Q1 | $387K | Sell |
|
|||||
|
2014
Q4 | $1.52M | Buy |
|
|||||
|
2014
Q3 | $1.49M | Sell |
|
|||||
|
2014
Q2 | $1.96M | Buy |
|
|||||
|
2014
Q1 | $832K | Sell |
|
|||||
|
2013
Q4 | $907K | Sell |
|
|||||
|
2013
Q3 | $1.05M | Buy |
|
|||||
|
2013
Q2 | $984K | Buy |
|