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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $31.1M | Sell |
377,367
-6,670
| -2% | -$565K | 0.01% | 1175 |
|
|
2025
Q4 | $30.2M | Buy |
384,037
+43,986
| +13% | +$3.15M | 0.01% | 1145 |
|
|
2025
Q3 | $24.1M | Buy |
340,051
+40,207
| +13% | +$2.61M | 0.01% | 1241 |
|
|
2025
Q2 | $18.2M | Buy |
299,844
+66,194
| +28% | +$3.77M | 0.01% | 1321 |
|
|
2025
Q1 | $13.4M | Buy |
233,650
+80,132
| +52% | +$4.38M | 0.01% | 1410 |
|
|
2024
Q4 | $7.59M | Buy |
153,518
+28,875
| +23% | +$1.34M | ﹤0.01% | 1750 |
|
|
2024
Q3 | $5.63M | Buy |
124,643
+1,450
| +1% | +$62.9K | ﹤0.01% | 1896 |
|
|
2024
Q2 | $5.36M | Buy |
123,193
+29,363
| +31% | +$1.26M | ﹤0.01% | 1792 |
|
|
2024
Q1 | $3.69M | Sell |
93,830
-515
| -0.5% | -$20.1K | ﹤0.01% | 2024 |
|
|
2023
Q4 | $3.82M | Buy |
94,345
+25,283
| +37% | +$979K | ﹤0.01% | 1872 |
|
|
2023
Q3 | $2.73M | Buy |
69,062
+7,586
| +12% | +$299K | ﹤0.01% | 2049 |
|
|
2023
Q2 | $2.44M | Sell |
61,476
-3,301
| -5% | -$123K | ﹤0.01% | 2073 |
|
|
2023
Q1 | $2.21M | Sell |
64,777
-9,587
| -13% | -$344K | ﹤0.01% | 2066 |
|
|
2022
Q4 | $2.32M | Buy |
74,364
+976
| +1% | +$27.7K | ﹤0.01% | 1959 |
|
|
2022
Q3 | $1.91M | Buy |
73,388
+42,347
| +136% | +$1.32M | ﹤0.01% | 2021 |
|
|
2022
Q2 | $1.01M | Buy |
31,041
+670
| +2% | +$21.7K | ﹤0.01% | 2570 |
|
|
2022
Q1 | $1.04M | Sell |
30,371
-9,813
| -24% | -$338K | ﹤0.01% | 2580 |
|
|
2021
Q4 | $1.21M | Buy |
40,184
+13,343
| +50% | +$390K | ﹤0.01% | 2492 |
|
|
2021
Q3 | $702K | Buy |
26,841
+2,833
| +12% | +$77.1K | ﹤0.01% | 2905 |
|
|
2021
Q2 | $693K | Buy |
24,008
+3,614
| +18% | +$110K | ﹤0.01% | 2875 |
|
|
2021
Q1 | $594K | Sell |
20,394
-1,874
| -8% | -$53.6K | ﹤0.01% | 2875 |
|
|
2020
Q4 | $577K | Sell |
22,268
-6,954
| -24% | -$165K | ﹤0.01% | 2626 |
|
|
2020
Q3 | $572K | Sell |
29,222
-4,507
| -13% | -$98.8K | ﹤0.01% | 2354 |
|
|
2020
Q2 | $787K | Sell |
33,729
-5,515
| -14% | -$137K | ﹤0.01% | 2028 |
|
|
2020
Q1 | $1.1M | Sell |
39,244
-4,455
| -10% | -$155K | ﹤0.01% | 1559 |
|
|
2019
Q4 | $1.71M | Buy |
43,699
+7,056
| +19% | +$268K | ﹤0.01% | 1464 |
|
|
2019
Q3 | $1.4M | Sell |
36,643
-32,265
| -47% | -$1.25M | ﹤0.01% | 1499 |
|
|
2019
Q2 | $2.88M | Buy |
68,908
+29,126
| +73% | +$1.22M | 0.01% | 1043 |
|
|
2019
Q1 | $1.59M | Sell |
39,782
-2,005
| -5% | -$80.8K | ﹤0.01% | 1329 |
|
|
2018
Q4 | $1.66M | Sell |
41,787
-185
| -0.4% | -$7.41K | ﹤0.01% | 1181 |
|
|
2018
Q3 | $1.76M | Sell |
41,972
-1,562
| -4% | -$67.7K | ﹤0.01% | 1265 |
|
|
2018
Q2 | $1.93M | Sell |
43,534
-2,240
| -5% | -$103K | 0.01% | 1161 |
|
|
2018
Q1 | $2.04M | Buy |
45,774
+1,391
| +3% | +$66.2K | 0.01% | 1110 |
|
|
2017
Q4 | $2.09M | Sell |
44,383
-8,601
| -16% | -$389K | 0.01% | 1030 |
|
|
2017
Q3 | $2.39M | Buy |
52,984
+2,705
| +5% | +$120K | 0.01% | 893 |
|
|
2017
Q2 | $2.13M | Buy |
50,279
+36,656
| +269% | +$1.42M | 0.01% | 895 |
|
|
2017
Q1 | $499K | Buy |
13,623
+107
| +0.8% | +$4.02K | ﹤0.01% | 1803 |
|
|
2016
Q4 | $499K | Hold |
13,516
| – | – | ﹤0.01% | 1754 |
|
|
2016
Q3 | $463K | Buy |
13,516
+90
| +0.7% | +$2.82K | ﹤0.01% | 1783 |
|
|
2016
Q2 | $362K | Sell |
13,426
-96,620
| -88% | -$2.73M | ﹤0.01% | 1924 |
|
|
2016
Q1 | $2.91M | Buy |
110,046
+68,291
| +164% | +$2.02M | 0.01% | 983 |
|
|
2015
Q4 | $1.43M | Buy |
41,755
+17,192
| +70% | +$607K | ﹤0.01% | 1396 |
|
|
2015
Q3 | $864K | Buy |
24,563
+4,755
| +24% | +$178K | ﹤0.01% | 1341 |
|
|
2015
Q2 | $782K | Buy |
19,808
+1,008
| +5% | +$42K | ﹤0.01% | 1547 |
|
|
2015
Q1 | $711K | Buy |
18,800
+3,919
| +26% | +$153K | ﹤0.01% | 1603 |
|
|
2014
Q4 | $606K | Sell |
14,881
-84
| -0.6% | -$3.58K | ﹤0.01% | 1641 |
|
|
2014
Q3 | $647K | Sell |
14,965
-11,633
| -44% | -$530K | ﹤0.01% | 1589 |
|
|
2014
Q2 | $1.16M | Sell |
26,598
-4,560
| -15% | -$203K | 0.01% | 1211 |
|
|
2014
Q1 | $1.36M | Sell |
31,158
-3,893
| -11% | -$177K | 0.01% | 1065 |
|
|
2013
Q4 | $1.67M | Buy |
35,051
+5,026
| +17% | +$238K | 0.01% | 938 |
|
|
2013
Q3 | $1.44M | Buy |
30,025
+2,686
| +10% | +$127K | 0.01% | 981 |
|
|
2013
Q2 | $1.22M | Buy |
+27,339
| New | +$1.28M | 0.01% | 988 |
|
Other funds holding HSBC
