Jones Financial Companies’s HSBC HSBC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $466K | Buy |
7,661
+2,576
| +51% | +$157K | ﹤0.01% | 1300 |
|
|
2025
Q1 | $294K | Buy |
5,085
+370
| +8% | +$21.4K | ﹤0.01% | 1341 |
|
|
2024
Q4 | $233K | Buy |
4,715
+2,251
| +91% | +$111K | ﹤0.01% | 1288 |
|
|
2024
Q3 | $112K | Buy |
2,464
+707
| +40% | +$32.2K | ﹤0.01% | 1355 |
|
|
2024
Q2 | $76.4K | Buy |
1,757
+704
| +67% | +$30.6K | ﹤0.01% | 1129 |
|
|
2024
Q1 | $41.5K | Buy |
1,053
+823
| +358% | +$32.4K | ﹤0.01% | 767 |
|
|
2023
Q4 | $9.32K | Buy |
230
+192
| +505% | +$7.78K | ﹤0.01% | 692 |
|
|
2023
Q3 | $1.5K | Buy |
+38
| New | +$1.5K | ﹤0.01% | 593 |
|
|
2018
Q2 | – | Sell |
-4,683
| Closed | -$224K | – | 210 |
|
|
2018
Q1 | $224K | Sell |
4,683
-1,226
| -21% | -$58.6K | ﹤0.01% | 203 |
|
|
2017
Q4 | $305K | Sell |
5,909
-2,628
| -31% | -$136K | ﹤0.01% | 196 |
|
|
2017
Q3 | $422K | Sell |
8,537
-1,978
| -19% | -$97.8K | ﹤0.01% | 179 |
|
|
2017
Q2 | $488K | Sell |
10,515
-2,024
| -16% | -$93.9K | ﹤0.01% | 172 |
|
|
2017
Q1 | $511K | Sell |
12,539
-2,357
| -16% | -$96.1K | ﹤0.01% | 168 |
|
|
2016
Q4 | $598K | Sell |
14,896
-13,011
| -47% | -$522K | ﹤0.01% | 167 |
|
|
2016
Q3 | $1.05M | Sell |
27,907
-7,791
| -22% | -$293K | ﹤0.01% | 144 |
|
|
2016
Q2 | $1.12M | Sell |
35,698
-20,013
| -36% | -$627K | ﹤0.01% | 148 |
|
|
2016
Q1 | $1.73M | Sell |
55,711
-12,285
| -18% | -$382K | 0.01% | 129 |
|
|
2015
Q4 | $2.68M | Sell |
67,996
-15,924
| -19% | -$629K | 0.02% | 110 |
|
|
2015
Q3 | $3.18M | Sell |
83,920
-24,845
| -23% | -$941K | 0.02% | 96 |
|
|
2015
Q2 | $4.87M | Buy |
108,765
+1,661
| +2% | +$74.4K | 0.03% | 79 |
|
|
2015
Q1 | $4.56M | Buy |
107,104
+49,539
| +86% | +$2.11M | 0.03% | 87 |
|
|
2014
Q4 | $2.72M | Sell |
57,565
-16,420
| -22% | -$776K | 0.02% | 108 |
|
|
2014
Q3 | $3.77M | Sell |
73,985
-11,124
| -13% | -$566K | 0.03% | 90 |
|
|
2014
Q2 | $4.32M | Buy |
85,109
+22,087
| +35% | +$1.12M | 0.03% | 81 |
|
|
2014
Q1 | $3.2M | Buy |
63,022
+5,558
| +10% | +$282K | 0.03% | 91 |
|
|
2013
Q4 | $3.17M | Buy |
57,464
+7,598
| +15% | +$419K | 0.03% | 95 |
|
|
2013
Q3 | $2.71M | Buy |
49,866
+7,475
| +18% | +$406K | 0.03% | 96 |
|
|
2013
Q2 | $2.2M | Buy |
+42,391
| New | +$2.2M | 0.02% | 100 |
|