Principal Securities’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $237K | Buy |
3,904
+368
| +10% | +$22.4K | ﹤0.01% | 1163 |
|
|
2025
Q1 | $175K | Hold |
3,536
| – | – | ﹤0.01% | 1182 |
|
|
2024
Q4 | $175K | Buy |
3,536
+483
| +16% | +$23.9K | ﹤0.01% | 1181 |
|
|
2024
Q3 | $138K | Sell |
3,053
-341
| -10% | -$15.4K | ﹤0.01% | 1247 |
|
|
2024
Q2 | $148K | Buy |
3,394
+285
| +9% | +$12.4K | ﹤0.01% | 1175 |
|
|
2024
Q1 | $122K | Sell |
3,109
-9,563
| -75% | -$376K | ﹤0.01% | 1196 |
|
|
2023
Q4 | $514K | Buy |
+12,672
| New | +$514K | 0.02% | 589 |
|