Gradient Investments’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $749K | Buy |
12,324
+1,998
| +19% | +$121K | 0.01% | 249 |
|
|
2025
Q1 | $593K | Buy |
10,326
+137
| +1% | +$7.87K | 0.01% | 222 |
|
|
2024
Q4 | $504K | Sell |
10,189
-732
| -7% | -$36.2K | 0.01% | 222 |
|
|
2024
Q3 | $494K | Sell |
10,921
-103
| -0.9% | -$4.66K | 0.01% | 235 |
|
|
2024
Q2 | $480K | Buy |
11,024
+20
| +0.2% | +$870 | 0.01% | 240 |
|
|
2024
Q1 | $433K | Sell |
11,004
-526
| -5% | -$20.7K | 0.01% | 238 |
|
|
2023
Q4 | $467K | Buy |
11,530
+11,486
| +26,105% | +$466K | 0.01% | 263 |
|
|
2023
Q3 | $1.74K | Hold |
44
| – | – | ﹤0.01% | 1211 |
|
|
2023
Q2 | $1.74K | Buy |
+44
| New | +$1.74K | ﹤0.01% | 1194 |
|
|
2022
Q1 | – | Sell |
-17
| Closed | -$1K | – | 1245 |
|
|
2021
Q4 | $1K | Hold |
17
| – | – | ﹤0.01% | 1149 |
|
|
2021
Q3 | $0 | Hold |
17
| – | – | ﹤0.01% | 1189 |
|
|
2021
Q2 | $0 | Hold |
17
| – | – | ﹤0.01% | 1203 |
|
|
2021
Q1 | $0 | Sell |
17
-20
| -54% | – | ﹤0.01% | 1199 |
|
|
2020
Q4 | $1K | Hold |
37
| – | – | ﹤0.01% | 1048 |
|
|
2020
Q3 | $1K | Sell |
37
-62
| -63% | -$1.68K | ﹤0.01% | 1053 |
|
|
2020
Q2 | $2K | Sell |
99
-36,222
| -100% | -$732K | ﹤0.01% | 888 |
|
|
2020
Q1 | $1.02M | Sell |
36,321
-485
| -1% | -$13.6K | 0.05% | 179 |
|
|
2019
Q4 | $1.44M | Sell |
36,806
-1,482
| -4% | -$57.9K | 0.06% | 171 |
|
|
2019
Q3 | $1.47M | Buy |
38,288
+1,046
| +3% | +$40K | 0.07% | 165 |
|
|
2019
Q2 | $1.55M | Buy |
37,242
+9,654
| +35% | +$403K | 0.08% | 150 |
|
|
2019
Q1 | $1.11M | Sell |
27,588
-18,534
| -40% | -$743K | 0.07% | 127 |
|
|
2018
Q4 | $1.83M | Sell |
46,122
-5,877
| -11% | -$233K | 0.11% | 109 |
|
|
2018
Q3 | $2.18M | Buy |
51,999
+1,270
| +3% | +$53.2K | 0.11% | 118 |
|
|
2018
Q2 | $2.25M | Buy |
50,729
+6,660
| +15% | +$296K | 0.12% | 106 |
|
|
2018
Q1 | $1.96M | Buy |
44,069
+7,252
| +20% | +$323K | 0.11% | 117 |
|
|
2017
Q4 | $1.74M | Buy |
36,817
+7,809
| +27% | +$368K | 0.1% | 104 |
|
|
2017
Q3 | $1.31M | Buy |
29,008
+9,316
| +47% | +$421K | 0.08% | 97 |
|
|
2017
Q2 | $835K | Buy |
19,692
+12,715
| +182% | +$539K | 0.06% | 103 |
|
|
2017
Q1 | $257K | Buy |
6,977
+6,769
| +3,254% | +$249K | 0.02% | 204 |
|
|
2016
Q4 | $8K | Buy |
208
+43
| +26% | +$1.65K | ﹤0.01% | 483 |
|
|
2016
Q3 | $6K | Buy |
165
+125
| +313% | +$4.55K | ﹤0.01% | 510 |
|
|
2016
Q2 | $1K | Hold |
40
| – | – | ﹤0.01% | 654 |
|
|
2016
Q1 | $1K | Hold |
40
| – | – | ﹤0.01% | 664 |
|
|
2015
Q4 | $1K | Hold |
40
| – | – | ﹤0.01% | 627 |
|
|
2015
Q3 | $1K | Hold |
40
| – | – | ﹤0.01% | 541 |
|
|
2015
Q2 | $2K | Sell |
40
-910
| -96% | -$45.5K | ﹤0.01% | 525 |
|
|
2015
Q1 | $36K | Buy |
950
+781
| +462% | +$29.6K | 0.01% | 272 |
|
|
2014
Q4 | $7K | Buy |
+169
| New | +$7K | ﹤0.01% | 393 |
|
|
2014
Q2 | – | Sell |
-70
| Closed | -$3K | – | 529 |
|
|
2014
Q1 | $3K | Buy |
+70
| New | +$3K | ﹤0.01% | 424 |
|