Optas LLC’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $568K | Sell |
9,340
-328
| -3% | -$19.9K | 0.11% | 115 |
|
2025
Q1 | $555K | Buy |
9,668
+54
| +0.6% | +$3.1K | 0.1% | 109 |
|
2024
Q4 | $476K | Buy |
9,614
+297
| +3% | +$14.7K | 0.1% | 122 |
|
2024
Q3 | $421K | Buy |
9,317
+1,431
| +18% | +$64.7K | 0.1% | 130 |
|
2024
Q2 | $343K | Buy |
7,886
+367
| +5% | +$16K | 0.09% | 125 |
|
2024
Q1 | $296K | Buy |
7,519
+699
| +10% | +$27.5K | 0.08% | 141 |
|
2023
Q4 | $276K | Buy |
6,820
+590
| +9% | +$23.9K | 0.08% | 148 |
|
2023
Q3 | $246K | Sell |
6,230
-6
| -0.1% | -$237 | 0.08% | 144 |
|
2023
Q2 | $247K | Buy |
6,236
+348
| +6% | +$13.8K | 0.08% | 138 |
|
2023
Q1 | $201K | Buy |
+5,888
| New | +$201K | 0.07% | 154 |
|
2022
Q3 | – | Sell |
-6,307
| Closed | -$207K | – | 141 |
|
2022
Q2 | $207K | Buy |
6,307
+5
| +0.1% | +$164 | 0.08% | 129 |
|
2022
Q1 | $216K | Buy |
+6,302
| New | +$216K | 0.07% | 138 |
|