LPL Financial’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 | $18.2M | Buy |  | |||||
| 2025 Q1 | $13.4M | Buy |  | |||||
| 2024 Q4 | $7.59M | Buy |  | |||||
| 2024 Q3 | $5.63M | Buy |  | |||||
| 2024 Q2 | $5.36M | Buy |  | |||||
| 2024 Q1 | $3.69M | Sell |  | |||||
| 2023 Q4 | $3.82M | Buy |  | |||||
| 2023 Q3 | $2.73M | Buy |  | |||||
| 2023 Q2 | $2.44M | Sell |  | |||||
| 2023 Q1 | $2.21M | Sell |  | |||||
| 2022 Q4 | $2.32M | Buy |  | |||||
| 2022 Q3 | $1.91M | Buy |  | |||||
| 2022 Q2 | $1.01M | Buy |  | |||||
| 2022 Q1 | $1.04M | Sell |  | |||||
| 2021 Q4 | $1.21M | Buy |  | |||||
| 2021 Q3 | $702K | Buy |  | |||||
| 2021 Q2 | $693K | Buy |  | |||||
| 2021 Q1 | $594K | Sell |  | |||||
| 2020 Q4 | $577K | Sell |  | |||||
| 2020 Q3 | $572K | Sell |  | |||||
| 2020 Q2 | $787K | Sell |  | |||||
| 2020 Q1 | $1.1M | Sell |  | |||||
| 2019 Q4 | $1.71M | Buy |  | |||||
| 2019 Q3 | $1.4M | Sell |  | |||||
| 2019 Q2 | $2.88M | Buy |  | |||||
| 2019 Q1 | $1.59M | Sell |  | |||||
| 2018 Q4 | $1.66M | Sell |  | |||||
| 2018 Q3 | $1.76M | Sell |  | |||||
| 2018 Q2 | $1.93M | Sell |  | |||||
| 2018 Q1 | $2.04M | Buy |  | |||||
| 2017 Q4 | $2.09M | Sell |  | |||||
| 2017 Q3 | $2.39M | Buy |  | |||||
| 2017 Q2 | $2.13M | Buy |  | |||||
| 2017 Q1 | $499K | Buy |  | |||||
| 2016 Q4 | $499K | Hold |  | |||||
| 2016 Q3 | $463K | Buy |  | |||||
| 2016 Q2 | $362K | Sell |  | |||||
| 2016 Q1 | $2.91M | Buy |  | |||||
| 2015 Q4 | $1.43M | Buy |  | |||||
| 2015 Q3 | $864K | Buy |  | |||||
| 2015 Q2 | $782K | Buy |  | |||||
| 2015 Q1 | $711K | Buy |  | |||||
| 2014 Q4 | $606K | Sell |  | |||||
| 2014 Q3 | $647K | Sell |  | |||||
| 2014 Q2 | $1.16M | Sell |  | |||||
| 2014 Q1 | $1.36M | Sell |  | |||||
| 2013 Q4 | $1.67M | Buy |  | |||||
| 2013 Q3 | $1.44M | Buy |  | |||||
| 2013 Q2 | $1.22M | Buy |  |