HSBC Holdings’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Sell |
10,497
-8,203
| -44% | -$851K | ﹤0.01% | 1357 |
|
|
2025
Q1 | $1.75M | Sell |
18,700
-13,600
| -42% | -$1.27M | ﹤0.01% | 1168 |
|
|
2024
Q4 | $3.43M | Buy |
32,300
+20,105
| +165% | +$2.13M | ﹤0.01% | 1003 |
|
|
2024
Q3 | $1.14M | Buy |
12,195
+3,160
| +35% | +$296K | ﹤0.01% | 1314 |
|
|
2024
Q2 | $757K | Buy |
9,035
+2,234
| +33% | +$187K | ﹤0.01% | 1468 |
|
|
2024
Q1 | $531K | Buy |
6,801
+55
| +0.8% | +$4.3K | ﹤0.01% | 1682 |
|
|
2023
Q4 | $466K | Sell |
6,746
-30,728
| -82% | -$2.12M | ﹤0.01% | 1651 |
|
|
2023
Q3 | $2.3M | Sell |
37,474
-8,789
| -19% | -$540K | ﹤0.01% | 1069 |
|
|
2023
Q2 | $2.78M | Sell |
46,263
-22,028
| -32% | -$1.32M | ﹤0.01% | 1051 |
|
|
2023
Q1 | $4.03M | Buy |
68,291
+6,621
| +11% | +$391K | ﹤0.01% | 984 |
|
|
2022
Q4 | $3.59M | Buy |
61,670
+24,751
| +67% | +$1.44M | ﹤0.01% | 1154 |
|
|
2022
Q3 | $1.94M | Sell |
36,919
-14,299
| -28% | -$752K | ﹤0.01% | 1261 |
|
|
2022
Q2 | $2.9M | Sell |
51,218
-23,654
| -32% | -$1.34M | ﹤0.01% | 1186 |
|
|
2022
Q1 | $5.18M | Sell |
74,872
-2,277
| -3% | -$158K | 0.01% | 994 |
|
|
2021
Q4 | $5.48M | Buy |
77,149
+7,145
| +10% | +$507K | 0.01% | 974 |
|
|
2021
Q3 | $4.79M | Buy |
70,004
+3,609
| +5% | +$247K | ﹤0.01% | 924 |
|
|
2021
Q2 | $4.3M | Buy |
66,395
+14,382
| +28% | +$931K | ﹤0.01% | 929 |
|
|
2021
Q1 | $3.36M | Buy |
52,013
+32,526
| +167% | +$2.1M | ﹤0.01% | 949 |
|
|
2020
Q4 | $984K | Sell |
19,487
-3,682
| -16% | -$186K | ﹤0.01% | 1356 |
|
|
2020
Q3 | $792K | Sell |
23,169
-41,022
| -64% | -$1.4M | ﹤0.01% | 1304 |
|
|
2020
Q2 | $2.03M | Buy |
64,191
+9,159
| +17% | +$290K | ﹤0.01% | 906 |
|
|
2020
Q1 | $1.52M | Buy |
55,032
+2,839
| +5% | +$78.2K | ﹤0.01% | 973 |
|
|
2019
Q4 | $2.13M | Buy |
52,193
+8,003
| +18% | +$327K | ﹤0.01% | 1050 |
|
|
2019
Q3 | $1.69M | Buy |
44,190
+26,304
| +147% | +$1.01M | ﹤0.01% | 1175 |
|
|
2019
Q2 | $704K | Sell |
17,886
-28,025
| -61% | -$1.1M | ﹤0.01% | 1390 |
|
|
2019
Q1 | $1.61M | Sell |
45,911
-1,900
| -4% | -$66.8K | ﹤0.01% | 1166 |
|
|
2018
Q4 | $1.32M | Buy |
47,811
+27,867
| +140% | +$768K | ﹤0.01% | 1174 |
|
|
2018
Q3 | $682K | Buy |
19,944
+60
| +0.3% | +$2.05K | ﹤0.01% | 1382 |
|
|
2018
Q2 | $693K | Buy |
19,884
+2,235
| +13% | +$77.9K | ﹤0.01% | 1423 |
|
|
2018
Q1 | $697K | Buy |
17,649
+25
| +0.1% | +$987 | ﹤0.01% | 1322 |
|
|
2017
Q4 | $700K | Sell |
17,624
-699
| -4% | -$27.8K | ﹤0.01% | 1322 |
|
|
2017
Q3 | $653K | Buy |
18,323
+1,091
| +6% | +$38.9K | ﹤0.01% | 1194 |
|
|
2017
Q2 | $528K | Buy |
17,232
+3,097
| +22% | +$94.9K | ﹤0.01% | 1252 |
|
|
2017
Q1 | $473K | Sell |
14,135
-15,772
| -53% | -$528K | ﹤0.01% | 1252 |
|
|
2016
Q4 | $996K | Buy |
29,907
+11,091
| +59% | +$369K | ﹤0.01% | 1040 |
|
|
2016
Q3 | $482K | Buy |
18,816
+84
| +0.4% | +$2.15K | ﹤0.01% | 1207 |
|
|
2016
Q2 | $392K | Buy |
18,732
+3,829
| +26% | +$80.1K | ﹤0.01% | 1272 |
|
|
2016
Q1 | $294K | Buy |
14,903
+392
| +3% | +$7.73K | ﹤0.01% | 1416 |
|
|
2015
Q4 | $410K | Buy |
14,511
+1,773
| +14% | +$50.1K | ﹤0.01% | 1303 |
|
|
2015
Q3 | $358K | Buy |
12,738
+3,148
| +33% | +$88.5K | ﹤0.01% | 1369 |
|
|
2015
Q2 | $369K | Sell |
9,590
-9,304
| -49% | -$358K | ﹤0.01% | 1326 |
|
|
2015
Q1 | $702K | Buy |
+18,894
| New | +$702K | ﹤0.01% | 1174 |
|
|
2014
Q3 | – | Sell |
-7,847
| Closed | -$247K | – | 1477 |
|
|
2014
Q2 | $247K | Sell |
7,847
-399
| -5% | -$12.6K | ﹤0.01% | 1386 |
|
|
2014
Q1 | $273K | Buy |
8,246
+1,182
| +17% | +$39.1K | ﹤0.01% | 1324 |
|
|
2013
Q4 | $225K | Buy |
+7,064
| New | +$225K | ﹤0.01% | 1318 |
|