Merit Financial Group’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $820K | Buy |
13,495
+3,430
| +34% | +$209K | 0.01% | 880 |
|
|
2025
Q1 | $578K | Buy |
10,065
+4,133
| +70% | +$237K | 0.01% | 870 |
|
|
2024
Q4 | $293K | Buy |
+5,932
| New | +$293K | 0.01% | 933 |
|
|
2024
Q3 | – | Sell |
-4,946
| Closed | -$215K | – | 887 |
|
|
2024
Q2 | $215K | Buy |
+4,946
| New | +$215K | ﹤0.01% | 846 |
|
|
2023
Q2 | – | Sell |
-27,407
| Closed | -$935K | – | 745 |
|
|
2023
Q1 | $935K | Buy |
+27,407
| New | +$935K | 0.03% | 291 |
|