Kestra Private Wealth 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	–	Sell	-3,989	Closed	-$229K	–	1633
2025 Q1	$229K	Buy	+3,989	New	+$229K	﹤0.01%	1319
2024 Q1	–	Sell	-5,092	Closed	-$206K	–	1336
2023 Q4	$206K	Buy	+5,092	New	+$206K	0.01%	1096