Ellevest Inc’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Sell |
17,150
-342
| -2% | -$20.8K | 0.17% | 94 |
|
|
2025
Q1 | $1M | Buy |
17,492
+150
| +0.9% | +$8.62K | 0.07% | 101 |
|
|
2024
Q4 | $858K | Buy |
17,342
+2,288
| +15% | +$113K | 0.05% | 119 |
|
|
2024
Q3 | $680K | Sell |
15,054
-2,772
| -16% | -$125K | 0.04% | 160 |
|
|
2024
Q2 | $775K | Buy |
17,826
+2,572
| +17% | +$112K | 0.05% | 131 |
|
|
2024
Q1 | $600K | Buy |
+15,254
| New | +$600K | 0.04% | 164 |
|
|
2023
Q2 | – | Sell |
-1,632
| Closed | -$55.7K | – | 930 |
|
|
2023
Q1 | $55.7K | Sell |
1,632
-569
| -26% | -$19.4K | ﹤0.01% | 579 |
|
|
2022
Q4 | $68.6K | Sell |
2,201
-1,392
| -39% | -$43.4K | 0.01% | 531 |
|
|
2022
Q3 | $94K | Sell |
3,593
-3,989
| -53% | -$104K | 0.01% | 429 |
|
|
2022
Q2 | $248K | Sell |
7,582
-10,132
| -57% | -$331K | 0.02% | 239 |
|
|
2022
Q1 | $606K | Buy |
17,714
+2,490
| +16% | +$85.2K | 0.05% | 88 |
|
|
2021
Q4 | $459K | Buy |
15,224
+4,261
| +39% | +$128K | 0.04% | 122 |
|
|
2021
Q3 | $287K | Sell |
10,963
-276
| -2% | -$7.23K | 0.03% | 199 |
|
|
2021
Q2 | $324K | Buy |
11,239
+3,877
| +53% | +$112K | 0.03% | 147 |
|
|
2021
Q1 | $215K | Buy |
7,362
+1,229
| +20% | +$35.9K | 0.03% | 206 |
|
|
2020
Q4 | $159K | Buy |
6,133
+1,397
| +29% | +$36.2K | 0.02% | 208 |
|
|
2020
Q3 | $93K | Buy |
4,736
+1,819
| +62% | +$35.7K | 0.02% | 276 |
|
|
2020
Q2 | $68K | Buy |
2,917
+479
| +20% | +$11.2K | 0.01% | 312 |
|
|
2020
Q1 | $68K | Buy |
2,438
+1,036
| +74% | +$28.9K | 0.02% | 184 |
|
|
2019
Q4 | $55K | Buy |
+1,402
| New | +$55K | 0.02% | 170 |
|
|
2019
Q3 | – | Sell |
-161
| Closed | -$7K | – | 548 |
|
|
2019
Q2 | $7K | Buy |
+161
| New | +$7K | ﹤0.01% | 271 |
|