HighTower Advisors’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $21.1M | Sell |
255,494
-10,955
| -4% | -$928K | 0.02% | 599 |
|
|
2025
Q4 | $21M | Buy |
266,449
+805
| +0.3% | +$57.6K | 0.02% | 592 |
|
|
2025
Q3 | $18.9M | Buy |
265,644
+24,000
| +10% | +$1.56M | 0.02% | 608 |
|
|
2025
Q2 | $14.7M | Buy |
241,644
+22,699
| +10% | +$1.29M | 0.02% | 658 |
|
|
2025
Q1 | $12.6M | Buy |
218,945
+54,966
| +34% | +$3.01M | 0.02% | 680 |
|
|
2024
Q4 | $8.11M | Buy |
163,979
+6,133
| +4% | +$285K | 0.01% | 835 |
|
|
2024
Q3 | $7.13M | Buy |
157,846
+24,080
| +18% | +$1.04M | 0.01% | 889 |
|
|
2024
Q2 | $5.81M | Sell |
133,766
-14,022
| -9% | -$603K | 0.01% | 947 |
|
|
2024
Q1 | $5.83M | Buy |
147,788
+2,900
| +2% | +$113K | 0.01% | 899 |
|
|
2023
Q4 | $5.87M | Buy |
144,888
+5,656
| +4% | +$219K | 0.01% | 899 |
|
|
2023
Q3 | $5.5M | Buy |
139,232
+15,640
| +13% | +$616K | 0.01% | 885 |
|
|
2023
Q2 | $4.9M | Buy |
123,592
+75,591
| +157% | +$2.82M | 0.01% | 916 |
|
|
2023
Q1 | $1.64M | Buy |
48,001
+5,382
| +13% | +$193K | ﹤0.01% | 1405 |
|
|
2022
Q4 | $1.33M | Sell |
42,619
-5,681
| -12% | -$161K | ﹤0.01% | 1513 |
|
|
2022
Q3 | $1.26M | Sell |
48,300
-2,269
| -4% | -$70.5K | ﹤0.01% | 1481 |
|
|
2022
Q2 | $1.66M | Buy |
50,569
+2,259
| +5% | +$73.3K | ﹤0.01% | 1358 |
|
|
2022
Q1 | $1.65M | Buy |
48,310
+32,446
| +205% | +$1.12M | ﹤0.01% | 1481 |
|
|
2021
Q4 | $479K | Buy |
15,864
+3,729
| +31% | +$109K | ﹤0.01% | 2189 |
|
|
2021
Q3 | $317K | Sell |
12,135
-282
| -2% | -$7.68K | ﹤0.01% | 2372 |
|
|
2021
Q2 | $359K | Sell |
12,417
-3,413
| -22% | -$104K | ﹤0.01% | 2246 |
|
|
2021
Q1 | $463K | Buy |
15,830
+1,908
| +14% | +$54.5K | ﹤0.01% | 2015 |
|
|
2020
Q4 | $361K | Buy |
13,922
+2,187
| +19% | +$52K | ﹤0.01% | 1817 |
|
|
2020
Q3 | $229K | Sell |
11,735
-4,389
| -27% | -$96.2K | ﹤0.01% | 2002 |
|
|
2020
Q2 | $375K | Sell |
16,124
-7,979
| -33% | -$198K | ﹤0.01% | 1608 |
|
|
2020
Q1 | $672K | Sell |
24,103
-154,593
| -87% | -$5.37M | ﹤0.01% | 1197 |
|
|
2019
Q4 | $7.01M | Sell |
178,696
-43,378
| -20% | -$1.65M | 0.04% | 438 |
|
|
2019
Q3 | $8.51M | Sell |
222,074
-3,633
| -2% | -$141K | 0.05% | 376 |
|
|
2019
Q2 | $9.43M | Buy |
225,707
+3,355
| +2% | +$141K | 0.06% | 343 |
|
|
2019
Q1 | $8.89M | Buy |
222,352
+25,204
| +13% | +$1.02M | 0.06% | 328 |
|
|
2018
Q4 | $7.83M | Sell |
197,148
-7,091
| -3% | -$284K | 0.06% | 323 |
|
|
2018
Q3 | $8.56M | Sell |
204,239
-5,320
| -3% | -$231K | 0.06% | 336 |
|
|
2018
Q2 | $9.3M | Sell |
209,559
-52,767
| -20% | -$2.42M | 0.07% | 291 |
|
|
2018
Q1 | $11.7M | Sell |
262,326
-6,102
| -2% | -$290K | 0.1% | 231 |
|
|
2017
Q4 | $12.7M | Buy |
268,428
+4,118
| +2% | +$186K | 0.1% | 206 |
|
|
2017
Q3 | $11.9M | Buy |
264,310
+9,314
| +4% | +$412K | 0.1% | 214 |
|
|
2017
Q2 | $10.8M | Buy |
254,996
+10,673
| +4% | +$414K | 0.1% | 231 |
|
|
2017
Q1 | $8.99M | Buy |
244,323
+14,337
| +6% | +$539K | 0.09% | 245 |
|
|
2016
Q4 | $8.33M | Buy |
229,986
+4,931
| +2% | +$175K | 0.09% | 231 |
|
|
2016
Q3 | $7.69M | Buy |
225,055
+6,758
| +3% | +$212K | 0.09% | 237 |
|
|
2016
Q2 | $6.09M | Buy |
218,297
+8,139
| +4% | +$230K | 0.08% | 271 |
|
|
2016
Q1 | $5.81M | Buy |
210,158
+109,327
| +108% | +$3.23M | 0.07% | 340 |
|
|
2015
Q4 | $3.56M | Sell |
100,831
-40,687
| -29% | -$1.44M | 0.04% | 420 |
|
|
2015
Q3 | $4.79M | Buy |
141,518
+91,797
| +185% | +$3.43M | 0.06% | 329 |
|
|
2015
Q2 | $1.99M | Buy |
49,721
+1,438
| +3% | +$59.9K | 0.03% | 543 |
|
|
2015
Q1 | $1.81M | Sell |
48,283
-2,825
| -6% | -$110K | 0.03% | 615 |
|
|
2014
Q4 | $2.08M | Buy |
51,108
+11,115
| +28% | +$474K | 0.03% | 570 |
|
|
2014
Q3 | $1.75M | Buy |
39,993
+3,091
| +8% | +$141K | 0.03% | 596 |
|
|
2014
Q2 | $1.61M | Buy |
36,902
+998
| +3% | +$44.5K | 0.03% | 629 |
|
|
2014
Q1 | $1.57M | Sell |
35,904
-1,033
| -3% | -$46.9K | 0.03% | 585 |
|
|
2013
Q4 | $1.75M | Buy |
36,937
+27,434
| +289% | +$1.3M | 0.04% | 512 |
|
|
2013
Q3 | $444K | Buy |
9,503
+1,186
| +14% | +$56.3K | 0.01% | 887 |
|
|
2013
Q2 | $372K | Buy |
+8,317
| New | +$389K | 0.01% | 907 |
|
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