Guggenheim Capital’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $916K | Sell |
15,064
-1,065
| -7% | -$64.7K | 0.01% | 920 |
|
2025
Q1 | $926K | Buy |
16,129
+8,178
| +103% | +$470K | 0.01% | 905 |
|
2024
Q4 | $393K | Buy |
7,951
+2,351
| +42% | +$116K | ﹤0.01% | 1357 |
|
2024
Q3 | $253K | Sell |
5,600
-10,505
| -65% | -$475K | ﹤0.01% | 1672 |
|
2024
Q2 | $701K | Buy |
16,105
+7,067
| +78% | +$307K | 0.01% | 1288 |
|
2024
Q1 | $356K | Buy |
+9,038
| New | +$356K | ﹤0.01% | 1600 |
|
2023
Q3 | – | Sell |
-8,796
| Closed | -$348K | – | 1870 |
|
2023
Q2 | $348K | Sell |
8,796
-3,348
| -28% | -$133K | ﹤0.01% | 1613 |
|
2023
Q1 | $414K | Buy |
+12,144
| New | +$414K | ﹤0.01% | 1560 |
|
2022
Q2 | – | Sell |
-6,945
| Closed | -$238K | – | 2092 |
|
2022
Q1 | $238K | Sell |
6,945
-1,675
| -19% | -$57.4K | ﹤0.01% | 1973 |
|
2021
Q4 | $260K | Sell |
8,620
-18,894
| -69% | -$570K | ﹤0.01% | 1936 |
|
2021
Q3 | $719K | Buy |
27,514
+644
| +2% | +$16.8K | ﹤0.01% | 1583 |
|
2021
Q2 | $775K | Sell |
26,870
-3,420
| -11% | -$98.6K | ﹤0.01% | 1622 |
|
2021
Q1 | $883K | Sell |
30,290
-14,471
| -32% | -$422K | 0.01% | 1457 |
|
2020
Q4 | $1.16M | Sell |
44,761
-5,348
| -11% | -$139K | 0.01% | 1255 |
|
2020
Q3 | $981K | Sell |
50,109
-9,637
| -16% | -$189K | 0.01% | 1215 |
|
2020
Q2 | $1.39M | Sell |
59,746
-15,801
| -21% | -$369K | 0.01% | 1050 |
|
2020
Q1 | $2.12M | Buy |
75,547
+3,857
| +5% | +$108K | 0.02% | 765 |
|
2019
Q4 | $2.8M | Buy |
71,690
+5,409
| +8% | +$211K | 0.02% | 905 |
|
2019
Q3 | $2.54M | Sell |
66,281
-3,668
| -5% | -$140K | 0.02% | 918 |
|
2019
Q2 | $2.92M | Sell |
69,949
-15,181
| -18% | -$634K | 0.02% | 883 |
|
2019
Q1 | $3.41M | Buy |
85,130
+3,319
| +4% | +$133K | 0.03% | 816 |
|
2018
Q4 | $3.24M | Sell |
81,811
-32,807
| -29% | -$1.3M | 0.03% | 782 |
|
2018
Q3 | $4.8M | Sell |
114,618
-6,348
| -5% | -$266K | 0.03% | 742 |
|
2018
Q2 | $5.37M | Sell |
120,966
-7,516
| -6% | -$334K | 0.04% | 672 |
|
2018
Q1 | $5.71M | Sell |
128,482
-9,885
| -7% | -$440K | 0.01% | 933 |
|
2017
Q4 | $6.53M | Sell |
138,367
-15,955
| -10% | -$753K | 0.02% | 898 |
|
2017
Q3 | $6.97M | Sell |
154,322
-4,844
| -3% | -$219K | 0.02% | 862 |
|
2017
Q2 | $6.75M | Sell |
159,166
-53,349
| -25% | -$2.26M | 0.02% | 851 |
|
2017
Q1 | $7.84M | Buy |
212,515
+247
| +0.1% | +$9.11K | 0.02% | 767 |
|
2016
Q4 | $7.71M | Sell |
212,268
-38,926
| -15% | -$1.41M | 0.02% | 777 |
|
2016
Q3 | $8.54M | Buy |
251,194
+113,267
| +82% | +$3.85M | 0.03% | 740 |
|
2016
Q2 | $3.85M | Sell |
137,927
-99,167
| -42% | -$2.77M | 0.01% | 1132 |
|
2016
Q1 | $6.57M | Sell |
237,094
-5,994
| -2% | -$166K | 0.02% | 868 |
|
2015
Q4 | $8.55M | Sell |
243,088
-89,858
| -27% | -$3.16M | 0.02% | 802 |
|
2015
Q3 | $11.2M | Sell |
332,946
-47,855
| -13% | -$1.61M | 0.03% | 708 |
|
2015
Q2 | $15.2M | Sell |
380,801
-16,639
| -4% | -$664K | 0.04% | 685 |
|
2015
Q1 | $14.9M | Sell |
397,440
-17,084
| -4% | -$642K | 0.04% | 709 |
|
2014
Q4 | $16.9M | Buy |
414,524
+283,647
| +217% | +$11.5M | 0.04% | 675 |
|
2014
Q3 | $5.74M | Sell |
130,877
-293,276
| -69% | -$12.9M | 0.01% | 1118 |
|
2014
Q2 | $18.6M | Buy |
424,153
+330,872
| +355% | +$14.5M | 0.05% | 691 |
|
2014
Q1 | $4.09M | Buy |
93,281
+39,993
| +75% | +$1.75M | 0.01% | 1240 |
|
2013
Q4 | $2.53M | Buy |
53,288
+14,531
| +37% | +$690K | 0.01% | 1537 |
|
2013
Q3 | $1.81M | Buy |
38,757
+1,468
| +4% | +$68.6K | 0.01% | 1646 |
|
2013
Q2 | $1.67M | Buy |
+37,289
| New | +$1.67M | 0.01% | 1599 |
|