Kovitz Investment Group Partners’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Buy |
23,796
+19,058
| +402% | +$1.16M | 0.01% | 710 |
|
|
2025
Q1 | $272K | Buy |
+4,738
| New | +$272K | ﹤0.01% | 1078 |
|
|
2020
Q3 | – | Sell |
-37,745
| Closed | -$881K | – | 394 |
|
|
2020
Q2 | $881K | Sell |
37,745
-8,445
| -18% | -$197K | 0.03% | 261 |
|
|
2020
Q1 | $1.29M | Buy |
46,190
+328
| +0.7% | +$9.19K | 0.05% | 213 |
|
|
2019
Q4 | $1.79M | Sell |
45,862
-4,359
| -9% | -$170K | 0.05% | 205 |
|
|
2019
Q3 | $1.92M | Buy |
50,221
+300
| +0.6% | +$11.5K | 0.06% | 200 |
|
|
2019
Q2 | $2.08M | Sell |
49,921
-78
| -0.2% | -$3.26K | 0.07% | 189 |
|
|
2019
Q1 | $2.01M | Sell |
49,999
-357
| -0.7% | -$14.3K | 0.06% | 194 |
|
|
2018
Q4 | $2M | Buy |
+50,356
| New | +$2M | 0.08% | 147 |
|