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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $212K | Sell |
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|
2025
Q1 | $1.48M | Sell |
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|
2024
Q4 | $1.32M | Buy |
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|
2024
Q3 | $1.03M | Buy |
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|
2024
Q2 | $938K | Buy |
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|
2024
Q1 | $212K | Buy |
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|
2023
Q4 | $75K | Buy |
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|
2023
Q3 | $72.1K | Buy |
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|
2023
Q2 | $40.7K | Buy |
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|
2023
Q1 | $29.6K | Sell |
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|
2022
Q4 | $470K | Buy |
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|
2022
Q3 | $106K | Buy |
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|
2022
Q2 | $53K | Hold |
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|
2022
Q1 | $53K | Buy |
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|
2021
Q4 | $24K | Buy |
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|
2021
Q3 | $19K | Buy |
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|
2021
Q2 | $6K | Hold |
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|
2021
Q1 | $6K | Hold |
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|
2020
Q4 | $5K | Hold |
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|
2020
Q3 | $4K | Hold |
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|
2020
Q2 | $5K | Hold |
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|
2020
Q1 | $6K | Sell |
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|
2019
Q4 | $83K | Buy |
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|
2019
Q3 | $32K | Buy |
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|
2019
Q1 | $20K | Sell |
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|
2018
Q4 | $138K | Sell |
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|
2018
Q3 | $252K | Sell |
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|
2018
Q2 | $317K | Sell |
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|
2018
Q1 | $391K | Sell |
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|
2017
Q4 | $391K | Sell |
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|
2017
Q3 | $517K | Sell |
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|
2017
Q2 | $595K | Buy |
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|
2017
Q1 | $474K | Sell |
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|
2016
Q4 | $526K | Buy |
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|
2016
Q3 | $477K | Buy |
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|
2016
Q2 | $361K | Buy |
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|
2016
Q1 | $20K | Sell |
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|
2015
Q4 | $379K | Buy |
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