Farther Finance Advisors’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $269K | Sell |
4,417
-363
| -8% | -$22.1K | 0.01% | 1237 |
|
|
2025
Q1 | $274K | Sell |
4,780
-640
| -12% | -$36.6K | 0.01% | 1090 |
|
|
2024
Q4 | $268K | Buy |
5,420
+1,638
| +43% | +$81K | 0.01% | 856 |
|
|
2024
Q3 | $171K | Buy |
3,782
+60
| +2% | +$2.71K | 0.01% | 1053 |
|
|
2024
Q2 | $163K | Buy |
3,722
+877
| +31% | +$38.4K | 0.01% | 927 |
|
|
2024
Q1 | $112K | Sell |
2,845
-136
| -5% | -$5.35K | 0.01% | 911 |
|
|
2023
Q4 | $121K | Buy |
2,981
+2,647
| +793% | +$107K | 0.01% | 728 |
|
|
2023
Q3 | $13.2K | Buy |
334
+250
| +298% | +$9.87K | ﹤0.01% | 1208 |
|
|
2023
Q2 | $3.33K | Hold |
84
| – | – | ﹤0.01% | 1572 |
|
|
2023
Q1 | $2.87K | Hold |
84
| – | – | ﹤0.01% | 1516 |
|
|
2022
Q4 | $2.62K | Buy |
+84
| New | +$2.62K | ﹤0.01% | 1361 |
|