Legacy Financial Advisors’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $981K | Sell |
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|
2024
Q4 | $854K | Buy |
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|
2024
Q3 | $756K | Buy |
|
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|
2024
Q2 | $713K | Buy |
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|
2024
Q1 | $613K | Buy |
|
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|
2023
Q4 | $617K | Buy |
|
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|
2023
Q3 | $526K | Buy |
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|
2023
Q2 | $504K | Buy |
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|
2023
Q1 | $390K | Buy |
|
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|
2022
Q4 | $240K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $212K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $179K | Buy |
|
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|
2018
Q4 | $149K | Buy |
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|
2018
Q3 | $97K | Sell |
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|
2018
Q2 | $129K | Buy |
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|
2018
Q1 | $107K | Sell |
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|
2017
Q4 | $113K | Buy |
|