IFP 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 | $104K | Buy |
1,258
+33
| +3% | +$2.79K | ﹤0.01% | 1818 |
|
|
2025
Q4 | $96.4K | Sell |
1,225
-1,932
| -61% | -$138K | ﹤0.01% | 1818 |
|
|
2025
Q3 | $224K | Sell |
3,157
-324
| -9% | -$21.1K | 0.01% | 1224 |
|
|
2025
Q2 | $212K | Sell |
3,481
-22,323
| -87% | -$1.27M | 0.01% | 1248 |
|
|
2025
Q1 | $1.48M | Sell |
25,804
-935
| -3% | -$51.1K | 0.05% | 443 |
|
|
2024
Q4 | $1.32M | Buy |
26,739
+3,917
| +17% | +$182K | 0.04% | 453 |
|
|
2024
Q3 | $1.03M | Buy |
22,822
+1,257
| +6% | +$54.5K | 0.04% | 473 |
|
|
2024
Q2 | $938K | Buy |
21,565
+16,170
| +300% | +$696K | 0.04% | 459 |
|
|
2024
Q1 | $212K | Buy |
5,395
+3,546
| +192% | +$138K | 0.01% | 973 |
|
|
2023
Q4 | $75K | Buy |
1,849
+22
| +1% | +$852 | ﹤0.01% | 1374 |
|
|
2023
Q3 | $72.1K | Buy |
1,827
+800
| +78% | +$31.5K | ﹤0.01% | 1415 |
|
|
2023
Q2 | $40.7K | Buy |
1,027
+427
| +71% | +$15.9K | ﹤0.01% | 1698 |
|
|
2023
Q1 | $29.6K | Sell |
600
-8,192
| -93% | -$294K | ﹤0.01% | 1839 |
|
|
2022
Q4 | $470K | Buy |
8,792
+6,673
| +315% | +$189K | 0.01% | 917 |
|
|
2022
Q3 | $106K | Buy |
2,119
+1,074
| +103% | +$33.4K | ﹤0.01% | 1821 |
|
|
2022
Q2 | $53K | Hold |
1,045
| – | – | ﹤0.01% | 2125 |
|
|
2022
Q1 | $53K | Buy |
1,045
+245
| +31% | +$8.45K | ﹤0.01% | 2125 |
|
|
2021
Q4 | $24K | Buy |
800
+87
| +12% | +$2.54K | ﹤0.01% | 1865 |
|
|
2021
Q3 | $19K | Buy |
713
+500
| +235% | +$13.6K | ﹤0.01% | 2008 |
|
|
2021
Q2 | $6K | Hold |
213
| – | – | ﹤0.01% | 2401 |
|
|
2021
Q1 | $6K | Hold |
213
| – | – | ﹤0.01% | 2344 |
|
|
2020
Q4 | $5K | Hold |
213
| – | – | ﹤0.01% | 2327 |
|
|
2020
Q3 | $4K | Hold |
213
| – | – | ﹤0.01% | 2267 |
|
|
2020
Q2 | $5K | Hold |
213
| – | – | ﹤0.01% | 2089 |
|
|
2020
Q1 | $6K | Sell |
213
-1,882
| -90% | -$65.4K | ﹤0.01% | 1993 |
|
|
2019
Q4 | $83K | Buy |
2,095
+1,261
| +151% | +$47.8K | 0.01% | 1040 |
|
|
2019
Q3 | $32K | Buy |
+834
| New | +$32.3K | ﹤0.01% | 1565 |
|
|
2019
Q1 | $20K | Sell |
488
-3,007
| -86% | -$121K | ﹤0.01% | 1353 |
|
|
2018
Q4 | $138K | Sell |
3,495
-2,512
| -42% | -$101K | 0.01% | 1027 |
|
|
2018
Q3 | $252K | Sell |
6,007
-1,119
| -16% | -$48.5K | 0.01% | 953 |
|
|
2018
Q2 | $317K | Sell |
7,126
-988
| -12% | -$45.3K | 0.01% | 856 |
|
|
2018
Q1 | $391K | Sell |
8,114
-169
| -2% | -$8.04K | 0.02% | 717 |
|
|
2017
Q4 | $391K | Sell |
8,283
-3,160
| -28% | -$143K | 0.02% | 716 |
|
|
2017
Q3 | $517K | Sell |
11,443
-2,596
| -18% | -$115K | 0.02% | 681 |
|
|
2017
Q2 | $595K | Buy |
14,039
+1,182
| +9% | +$45.9K | 0.03% | 611 |
|
|
2017
Q1 | $474K | Sell |
12,857
-1,647
| -11% | -$61.9K | 0.02% | 704 |
|
|
2016
Q4 | $526K | Buy |
14,504
+466
| +3% | +$16.5K | 0.03% | 597 |
|
|
2016
Q3 | $477K | Buy |
14,038
+1,111
| +9% | +$34.9K | 0.03% | 581 |
|
|
2016
Q2 | $361K | Buy |
12,927
+12,386
| +2,289% | +$350K | 0.02% | 684 |
|
|
2016
Q1 | $20K | Sell |
541
-10,249
| -95% | -$303K | ﹤0.01% | 1353 |
|
|
2015
Q4 | $379K | Buy |
+10,790
| New | +$381K | 0.03% | 569 |
|
Other funds holding HSBC
