LFA
Legacy Financial Advisors’s HSBC HSBC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-17,084
| Closed | -$981K | – | 373 |
|
|
2025
Q1 | $981K | Sell |
17,084
-192
| -1% | -$11K | 0.16% | 107 |
|
|
2024
Q4 | $854K | Buy |
17,276
+539
| +3% | +$26.7K | 0.14% | 117 |
|
|
2024
Q3 | $756K | Buy |
16,737
+349
| +2% | +$15.8K | 0.13% | 135 |
|
|
2024
Q2 | $713K | Buy |
16,388
+818
| +5% | +$35.6K | 0.13% | 132 |
|
|
2024
Q1 | $613K | Buy |
15,570
+343
| +2% | +$13.5K | 0.11% | 157 |
|
|
2023
Q4 | $617K | Buy |
15,227
+1,895
| +14% | +$76.8K | 0.12% | 134 |
|
|
2023
Q3 | $526K | Buy |
13,332
+622
| +5% | +$24.5K | 0.11% | 128 |
|
|
2023
Q2 | $504K | Buy |
12,710
+1,285
| +11% | +$50.9K | 0.09% | 137 |
|
|
2023
Q1 | $390K | Buy |
11,425
+3,729
| +48% | +$127K | 0.08% | 156 |
|
|
2022
Q4 | $240K | Buy |
+7,696
| New | +$240K | 0.05% | 208 |
|
|
2022
Q3 | – | Sell |
-6,478
| Closed | -$212K | – | 230 |
|
|
2022
Q2 | $212K | Buy |
+6,478
| New | +$212K | 0.05% | 203 |
|
|
2019
Q2 | – | Sell |
-4,413
| Closed | -$179K | – | 459 |
|
|
2019
Q1 | $179K | Buy |
4,413
+777
| +21% | +$31.5K | 0.06% | 112 |
|
|
2018
Q4 | $149K | Buy |
3,636
+1,425
| +64% | +$58.4K | 0.06% | 118 |
|
|
2018
Q3 | $97K | Sell |
2,211
-499
| -18% | -$21.9K | 0.04% | 173 |
|
|
2018
Q2 | $129K | Buy |
2,710
+489
| +22% | +$23.3K | 0.05% | 141 |
|
|
2018
Q1 | $107K | Buy |
2,221
+30
| +1% | +$1.45K | 0.04% | 160 |
|
|
2017
Q4 | $113K | Buy |
+2,191
| New | +$113K | 0.05% | 170 |
|