Oppenheimer & Co’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 | $1.92M | Sell |
23,259
-1,096
| -5% | -$92.8K | 0.02% | 609 |
|
|
2025
Q4 | $1.92M | Sell |
24,355
-21,515
| -47% | -$1.54M | 0.03% | 558 |
|
|
2025
Q3 | $3.26M | Sell |
45,870
-646
| -1% | -$42K | 0.04% | 458 |
|
|
2025
Q2 | $2.83M | Buy |
46,516
+3,305
| +8% | +$188K | 0.04% | 482 |
|
|
2025
Q1 | $2.48M | Buy |
43,211
+10,135
| +31% | +$554K | 0.04% | 485 |
|
|
2024
Q4 | $1.64M | Sell |
33,076
-100
| -0.3% | -$4.64K | 0.02% | 611 |
|
|
2024
Q3 | $1.5M | Sell |
33,176
-924
| -3% | -$40.1K | 0.02% | 642 |
|
|
2024
Q2 | $1.48M | Sell |
34,100
-1,524
| -4% | -$65.6K | 0.02% | 627 |
|
|
2024
Q1 | $1.4M | Buy |
35,624
+202
| +0.6% | +$7.88K | 0.02% | 625 |
|
|
2023
Q4 | $1.44M | Sell |
35,422
-621
| -2% | -$24K | 0.03% | 597 |
|
|
2023
Q3 | $1.42M | Buy |
36,043
+726
| +2% | +$28.6K | 0.03% | 560 |
|
|
2023
Q2 | $1.4M | Sell |
35,317
-1,838
| -5% | -$68.6K | 0.03% | 581 |
|
|
2023
Q1 | $1.27M | Buy |
37,155
+138
| +0.4% | +$4.95K | 0.03% | 600 |
|
|
2022
Q4 | $1.15M | Buy |
37,017
+443
| +1% | +$12.6K | 0.03% | 617 |
|
|
2022
Q3 | $953K | Buy |
36,574
+1,103
| +3% | +$34.3K | 0.02% | 674 |
|
|
2022
Q2 | $1.16M | Sell |
35,471
-122
| -0.3% | -$3.96K | 0.02% | 631 |
|
|
2022
Q1 | $1.22M | Buy |
35,593
+915
| +3% | +$31.6K | 0.02% | 666 |
|
|
2021
Q4 | $1.05M | Sell |
34,678
-1,111
| -3% | -$32.4K | 0.02% | 760 |
|
|
2021
Q3 | $936K | Buy |
35,789
+4,599
| +15% | +$125K | 0.02% | 766 |
|
|
2021
Q2 | $900K | Sell |
31,190
-1,359
| -4% | -$41.5K | 0.02% | 791 |
|
|
2021
Q1 | $949K | Sell |
32,549
-822
| -2% | -$23.5K | 0.02% | 720 |
|
|
2020
Q4 | $865K | Sell |
33,371
-4,852
| -13% | -$115K | 0.02% | 701 |
|
|
2020
Q3 | $749K | Buy |
38,223
+1,521
| +4% | +$33.3K | 0.02% | 682 |
|
|
2020
Q2 | $856K | Buy |
36,702
+1,283
| +4% | +$31.9K | 0.02% | 635 |
|
|
2020
Q1 | $992K | Buy |
35,419
+4,449
| +14% | +$155K | 0.03% | 521 |
|
|
2019
Q4 | $1.21M | Sell |
30,970
-135
| -0.4% | -$5.12K | 0.03% | 558 |
|
|
2019
Q3 | $1.19M | Buy |
31,105
+435
| +1% | +$16.9K | 0.03% | 540 |
|
|
2019
Q2 | $1.28M | Sell |
30,670
-2
| -0% | -$84 | 0.03% | 517 |
|
|
2019
Q1 | $1.23M | Buy |
30,672
+2,464
| +9% | +$99.3K | 0.03% | 524 |
|
|
2018
Q4 | $1.12M | Buy |
28,208
+2,130
| +8% | +$85.3K | 0.04% | 508 |
|
|
2018
Q3 | $1.09M | Buy |
26,078
+4,545
| +21% | +$197K | 0.03% | 573 |
|
|
2018
Q2 | $956K | Buy |
21,533
+2,428
| +13% | +$111K | 0.03% | 611 |
|
|
2018
Q1 | $849K | Sell |
19,105
-4,493
| -19% | -$214K | 0.02% | 664 |
|
|
2017
Q4 | $1.11M | Buy |
23,598
+2,735
| +13% | +$124K | 0.03% | 582 |
|
|
2017
Q3 | $942K | Sell |
20,863
-1,356
| -6% | -$60K | 0.03% | 632 |
|
|
2017
Q2 | $941K | Buy |
22,219
+2,198
| +11% | +$85.3K | 0.03% | 616 |
|
|
2017
Q1 | $738K | Sell |
20,021
-4,133
| -17% | -$155K | 0.02% | 666 |
|
|
2016
Q4 | $877K | Buy |
24,154
+38
| +0.2% | +$1.35K | 0.03% | 606 |
|
|
2016
Q3 | $819K | Buy |
24,116
+3,313
| +16% | +$104K | 0.02% | 635 |
|
|
2016
Q2 | $581K | Sell |
20,803
-73
| -0.3% | -$2.06K | 0.02% | 731 |
|
|
2016
Q1 | $579K | Sell |
20,876
-2,087
| -9% | -$61.7K | 0.02% | 702 |
|
|
2015
Q4 | $807K | Buy |
22,963
+6,970
| +44% | +$246K | 0.02% | 624 |
|
|
2015
Q3 | $540K | Buy |
15,993
+1,274
| +9% | +$47.6K | 0.02% | 777 |
|
|
2015
Q2 | $587K | Sell |
14,719
-282
| -2% | -$11.7K | 0.02% | 808 |
|
|
2015
Q1 | $564K | Buy |
15,001
+2,820
| +23% | +$110K | 0.02% | 817 |
|
|
2014
Q4 | $496K | Buy |
12,181
+377
| +3% | +$16.1K | 0.01% | 823 |
|
|
2014
Q3 | $517K | Sell |
11,804
-958
| -8% | -$43.6K | 0.02% | 839 |
|
|
2014
Q2 | $558K | Sell |
12,762
-2,894
| -18% | -$129K | 0.02% | 818 |
|
|
2014
Q1 | $686K | Sell |
15,656
-288
| -2% | -$13.1K | 0.02% | 725 |
|
|
2013
Q4 | $757K | Buy |
15,944
+2,768
| +21% | +$131K | 0.02% | 667 |
|
|
2013
Q3 | $616K | Buy |
13,176
+828
| +7% | +$39.3K | 0.02% | 703 |
|
|
2013
Q2 | $552K | Buy |
+12,348
| New | +$578K | 0.02% | 690 |
|
Other funds holding HSBC
