Legacy Capital Group California’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $683K | Buy |
11,242
+6,526
| +138% | +$397K | 0.19% | 136 |
|
|
2025
Q1 | $271K | Buy |
4,716
+138
| +3% | +$7.93K | 0.09% | 247 |
|
|
2024
Q4 | $226K | Sell |
4,578
-24
| -0.5% | -$1.19K | 0.07% | 294 |
|
|
2024
Q3 | $208K | Buy |
+4,602
| New | +$208K | 0.07% | 300 |
|
|
2024
Q2 | – | Sell |
-10,248
| Closed | -$403K | – | 324 |
|
|
2024
Q1 | $403K | Buy |
10,248
+42
| +0.4% | +$1.65K | 0.15% | 189 |
|
|
2023
Q4 | $414K | Buy |
10,206
+4,282
| +72% | +$174K | 0.16% | 186 |
|
|
2023
Q3 | $234K | Buy |
5,924
+251
| +4% | +$9.9K | 0.1% | 241 |
|
|
2023
Q2 | $225K | Buy |
+5,673
| New | +$225K | 0.09% | 242 |
|