Jones Financial Companies’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 | $466K | Buy |
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|
2025
Q1 | $294K | Buy |
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|
2024
Q4 | $233K | Buy |
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|
2024
Q3 | $112K | Buy |
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|
2024
Q2 | $76.4K | Buy |
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|
2024
Q1 | $41.5K | Buy |
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|
2023
Q4 | $9.32K | Buy |
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|
2023
Q3 | $1.5K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $224K | Sell |
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|
2017
Q4 | $305K | Sell |
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|
2017
Q3 | $422K | Sell |
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|
2017
Q2 | $488K | Sell |
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|
2017
Q1 | $511K | Sell |
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|
2016
Q4 | $598K | Sell |
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|
2016
Q3 | $1.05M | Sell |
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|
2016
Q2 | $1.12M | Sell |
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|
2016
Q1 | $1.73M | Sell |
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|
2015
Q4 | $2.68M | Sell |
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|
2015
Q3 | $3.18M | Sell |
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|
2015
Q2 | $4.87M | Buy |
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|
2015
Q1 | $4.56M | Buy |
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|
2014
Q4 | $2.72M | Sell |
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|
2014
Q3 | $3.77M | Sell |
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|
2014
Q2 | $4.32M | Buy |
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|
2014
Q1 | $3.2M | Buy |
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|
2013
Q4 | $3.17M | Buy |
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|
2013
Q3 | $2.71M | Buy |
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|
2013
Q2 | $2.2M | Buy |
|