Global Retirement Partners’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $497K | Buy |
+8,179
| New | +$497K | 0.01% | 711 |
|
|
2024
Q4 | $436K | Sell |
8,814
-173
| -2% | -$8.56K | 0.01% | 682 |
|
|
2024
Q3 | $406K | Sell |
8,987
-3,608
| -29% | -$163K | 0.01% | 695 |
|
|
2024
Q2 | $548K | Buy |
12,595
+1,788
| +17% | +$77.8K | 0.02% | 582 |
|
|
2024
Q1 | $425K | Sell |
10,807
-857
| -7% | -$33.7K | 0.02% | 571 |
|
|
2023
Q4 | $443K | Buy |
11,664
+8,982
| +335% | +$341K | 0.02% | 525 |
|
|
2023
Q3 | $105K | Sell |
2,682
-104
| -4% | -$4.09K | 0.01% | 911 |
|
|
2023
Q2 | $110K | Buy |
2,786
+265
| +11% | +$10.5K | 0.01% | 905 |
|
|
2023
Q1 | $93.4K | Buy |
2,521
+1,289
| +105% | +$47.8K | 0.01% | 948 |
|
|
2022
Q4 | $38.4K | Buy |
1,232
+144
| +13% | +$4.49K | ﹤0.01% | 1213 |
|
|
2022
Q3 | $28K | Buy |
1,088
+182
| +20% | +$4.68K | ﹤0.01% | 1237 |
|
|
2022
Q2 | $30K | Sell |
906
-16
| -2% | -$530 | ﹤0.01% | 1190 |
|
|
2022
Q1 | $30K | Sell |
922
-36
| -4% | -$1.17K | ﹤0.01% | 1195 |
|
|
2021
Q4 | $29K | Buy |
958
+141
| +17% | +$4.27K | 0.02% | 109 |
|
|
2021
Q3 | $21K | Buy |
817
+24
| +3% | +$617 | ﹤0.01% | 1187 |
|
|
2021
Q2 | $23K | Buy |
793
+1
| +0.1% | +$29 | ﹤0.01% | 1142 |
|
|
2021
Q1 | $23K | Hold |
792
| – | – | ﹤0.01% | 1060 |
|
|
2020
Q4 | $21K | Hold |
792
| – | – | ﹤0.01% | 1013 |
|
|
2020
Q3 | $16K | Sell |
792
-36
| -4% | -$727 | ﹤0.01% | 996 |
|
|
2020
Q2 | $19K | Sell |
828
-517
| -38% | -$11.9K | ﹤0.01% | 916 |
|
|
2020
Q1 | $38K | Sell |
1,345
-84
| -6% | -$2.37K | 0.01% | 629 |
|
|
2019
Q4 | $56K | Hold |
1,429
| – | – | 0.01% | 619 |
|
|
2019
Q3 | $55K | Sell |
1,429
-295
| -17% | -$11.4K | 0.01% | 609 |
|
|
2019
Q2 | $72K | Buy |
1,724
+604
| +54% | +$25.2K | 0.01% | 526 |
|
|
2019
Q1 | $45K | Sell |
1,120
-28
| -2% | -$1.13K | 0.01% | 571 |
|
|
2018
Q4 | $46K | Sell |
1,148
-119
| -9% | -$4.77K | 0.01% | 528 |
|
|
2018
Q3 | $53K | Buy |
1,267
+92
| +8% | +$3.85K | 0.01% | 547 |
|
|
2018
Q2 | $52K | Sell |
1,175
-103
| -8% | -$4.56K | 0.01% | 533 |
|
|
2018
Q1 | $57K | Buy |
1,278
+318
| +33% | +$14.2K | 0.02% | 493 |
|
|
2017
Q4 | $45K | Hold |
960
| – | – | 0.01% | 519 |
|
|
2017
Q3 | $43K | Buy |
+960
| New | +$43K | 0.02% | 466 |
|