Lake Street Advisors Group’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.38M | Buy |
27,929
+739
| +3% | +$36.6K | 0.06% | 186 |
|
|
2024
Q3 | $1.23M | Buy |
27,190
+145
| +0.5% | +$6.55K | 0.06% | 185 |
|
|
2024
Q2 | $1.18M | Sell |
27,045
-1,322
| -5% | -$57.5K | 0.06% | 191 |
|
|
2024
Q1 | $1.16M | Buy |
28,367
+350
| +1% | +$14.3K | 0.05% | 202 |
|
|
2023
Q4 | $1.14M | Sell |
28,017
-162
| -0.6% | -$6.57K | 0.06% | 203 |
|
|
2023
Q3 | $1.11M | Buy |
28,179
+393
| +1% | +$15.5K | 0.07% | 154 |
|
|
2023
Q2 | $1.1M | Buy |
27,786
+2,173
| +8% | +$86.1K | 0.06% | 160 |
|
|
2023
Q1 | $874K | Buy |
25,613
+1,858
| +8% | +$63.4K | 0.05% | 170 |
|
|
2022
Q4 | $740K | Sell |
23,755
-748
| -3% | -$23.3K | 0.05% | 164 |
|
|
2022
Q3 | $639K | Sell |
24,503
-4,669
| -16% | -$122K | 0.05% | 173 |
|
|
2022
Q2 | $953K | Buy |
29,172
+4,102
| +16% | +$134K | 0.07% | 146 |
|
|
2022
Q1 | $858K | Buy |
25,070
+3,748
| +18% | +$128K | 0.05% | 151 |
|
|
2021
Q4 | $643K | Buy |
21,322
+801
| +4% | +$24.2K | 0.04% | 161 |
|
|
2021
Q3 | $537K | Buy |
20,521
+3,230
| +19% | +$84.5K | 0.06% | 127 |
|
|
2021
Q2 | $492K | Buy |
17,291
+4,010
| +30% | +$114K | 0.04% | 166 |
|
|
2021
Q1 | $387K | Buy |
13,281
+4,562
| +52% | +$133K | 0.03% | 190 |
|
|
2020
Q4 | $226K | Buy |
+8,719
| New | +$226K | 0.02% | 273 |
|
|
2020
Q3 | – | Sell |
-15,048
| Closed | -$351K | – | 290 |
|
|
2020
Q2 | $351K | Sell |
15,048
-3,108
| -17% | -$72.5K | 0.04% | 176 |
|
|
2020
Q1 | $509K | Buy |
18,156
+9,528
| +110% | +$267K | 0.06% | 111 |
|
|
2019
Q4 | $337K | Buy |
8,628
+1,260
| +17% | +$49.2K | 0.03% | 165 |
|
|
2019
Q3 | $282K | Sell |
7,368
-3,806
| -34% | -$146K | 0.03% | 161 |
|
|
2019
Q2 | $466K | Buy |
11,174
+758
| +7% | +$31.6K | 0.05% | 106 |
|
|
2019
Q1 | $418K | Buy |
10,416
+291
| +3% | +$11.7K | 0.04% | 119 |
|
|
2018
Q4 | $401K | Buy |
10,125
+738
| +8% | +$29.2K | 0.05% | 114 |
|
|
2018
Q3 | $393K | Sell |
9,387
-2,797
| -23% | -$117K | 0.04% | 116 |
|
|
2018
Q2 | $541K | Sell |
12,184
-543
| -4% | -$24.1K | 0.05% | 147 |
|
|
2018
Q1 | $566K | Sell |
12,727
-326
| -2% | -$14.5K | 0.06% | 119 |
|
|
2017
Q4 | $616K | Buy |
+13,053
| New | +$616K | 0.07% | 113 |
|