Greenleaf Trust’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Sell |
17,915
-52
| -0.3% | -$3.16K | 0.01% | 300 |
|
|
2025
Q1 | $1.03M | Hold |
17,967
| – | – | 0.01% | 316 |
|
|
2024
Q4 | $889K | Sell |
17,967
-765
| -4% | -$37.8K | 0.01% | 359 |
|
|
2024
Q3 | $846K | Sell |
18,732
-446
| -2% | -$20.2K | 0.01% | 377 |
|
|
2024
Q2 | $834K | Buy |
19,178
+9,262
| +93% | +$403K | 0.01% | 341 |
|
|
2024
Q1 | $390K | Sell |
9,916
-749
| -7% | -$29.5K | ﹤0.01% | 538 |
|
|
2023
Q4 | $432K | Buy |
10,665
+459
| +4% | +$18.6K | ﹤0.01% | 500 |
|
|
2023
Q3 | $403K | Buy |
10,206
+104
| +1% | +$4.1K | ﹤0.01% | 504 |
|
|
2023
Q2 | $400K | Buy |
10,102
+378
| +4% | +$15K | ﹤0.01% | 510 |
|
|
2023
Q1 | $332K | Buy |
9,724
+906
| +10% | +$30.9K | ﹤0.01% | 569 |
|
|
2022
Q4 | $275K | Sell |
8,818
-6,046
| -41% | -$189K | ﹤0.01% | 612 |
|
|
2022
Q3 | $388K | Sell |
14,864
-272
| -2% | -$7.1K | 0.01% | 467 |
|
|
2022
Q2 | $494K | Sell |
15,136
-3,881
| -20% | -$127K | 0.01% | 397 |
|
|
2022
Q1 | $651K | Buy |
19,017
+791
| +4% | +$27.1K | 0.01% | 343 |
|
|
2021
Q4 | $550K | Buy |
18,226
+162
| +0.9% | +$4.89K | 0.01% | 394 |
|
|
2021
Q3 | $472K | Sell |
18,064
-875
| -5% | -$22.9K | 0.01% | 408 |
|
|
2021
Q2 | $546K | Sell |
18,939
-1,109
| -6% | -$32K | 0.01% | 372 |
|
|
2021
Q1 | $584K | Buy |
20,048
+2,032
| +11% | +$59.2K | 0.01% | 338 |
|
|
2020
Q4 | $467K | Buy |
18,016
+5,726
| +47% | +$148K | 0.01% | 360 |
|
|
2020
Q3 | $241K | Sell |
12,290
-4,635
| -27% | -$90.9K | ﹤0.01% | 470 |
|
|
2020
Q2 | $395K | Buy |
+16,925
| New | +$395K | 0.01% | 341 |
|
|
2020
Q1 | – | Sell |
-6,117
| Closed | -$239K | – | 534 |
|
|
2019
Q4 | $239K | Sell |
6,117
-103
| -2% | -$4.02K | ﹤0.01% | 466 |
|
|
2019
Q3 | $238K | Sell |
6,220
-13,640
| -69% | -$522K | ﹤0.01% | 469 |
|
|
2019
Q2 | $829K | Buy |
19,860
+3,044
| +18% | +$127K | 0.01% | 189 |
|
|
2019
Q1 | $674K | Sell |
16,816
-13,676
| -45% | -$548K | 0.01% | 208 |
|
|
2018
Q4 | $1.21M | Buy |
30,492
+3,637
| +14% | +$144K | 0.02% | 130 |
|
|
2018
Q3 | $1.13M | Sell |
26,855
-2,818
| -9% | -$118K | 0.02% | 155 |
|
|
2018
Q2 | $1.32M | Buy |
29,673
+4,740
| +19% | +$211K | 0.03% | 129 |
|
|
2018
Q1 | $1.11M | Sell |
24,933
-279
| -1% | -$12.4K | 0.02% | 139 |
|
|
2017
Q4 | $1.19M | Buy |
25,212
+418
| +2% | +$19.7K | 0.02% | 141 |
|
|
2017
Q3 | $1.12M | Buy |
24,794
+9,915
| +67% | +$447K | 0.02% | 139 |
|
|
2017
Q2 | $631K | Buy |
14,879
+3,014
| +25% | +$128K | 0.01% | 168 |
|
|
2017
Q1 | $438K | Buy |
11,865
+4,822
| +68% | +$178K | 0.01% | 176 |
|
|
2016
Q4 | $256K | Buy |
+7,043
| New | +$256K | 0.01% | 195 |
|