Kestra Advisory Services’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $307K | Buy |
5,058
+147
| +3% | +$8.94K | ﹤0.01% | 2321 |
|
|
2025
Q1 | $282K | Buy |
+4,911
| New | +$282K | ﹤0.01% | 2204 |
|
|
2024
Q2 | – | Sell |
-6,167
| Closed | -$243K | – | 2638 |
|
|
2024
Q1 | $243K | Sell |
6,167
-35
| -0.6% | -$1.38K | ﹤0.01% | 2146 |
|
|
2023
Q4 | $251K | Sell |
6,202
-1,465
| -19% | -$59.4K | ﹤0.01% | 1967 |
|
|
2023
Q3 | $303K | Buy |
7,667
+2,021
| +36% | +$79.7K | ﹤0.01% | 1650 |
|
|
2023
Q2 | $224K | Buy |
+5,646
| New | +$224K | ﹤0.01% | 1836 |
|