Raymond James Financial Services Advisors’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $501K | Buy |
11,086
+1,190
| +12% | +$53.8K | ﹤0.01% | 2606 |
|
|
2024
Q2 | $430K | Buy |
9,896
+786
| +9% | +$34.2K | ﹤0.01% | 2644 |
|
|
2024
Q1 | $359K | Sell |
9,110
-15
| -0.2% | -$590 | ﹤0.01% | 2731 |
|
|
2023
Q4 | $370K | Sell |
9,125
-8,985
| -50% | -$364K | ﹤0.01% | 2598 |
|
|
2023
Q3 | $715K | Buy |
18,110
+9,291
| +105% | +$367K | ﹤0.01% | 2103 |
|
|
2023
Q2 | $349K | Buy |
8,819
+302
| +4% | +$12K | ﹤0.01% | 2561 |
|
|
2023
Q1 | $291K | Buy |
8,517
+1,980
| +30% | +$67.6K | ﹤0.01% | 2655 |
|
|
2022
Q4 | $204K | Sell |
6,537
-15,232
| -70% | -$475K | ﹤0.01% | 2852 |
|
|
2022
Q3 | $568K | Buy |
+21,769
| New | +$568K | ﹤0.01% | 2172 |
|
|
2022
Q1 | – | Sell |
-9,413
| Closed | -$284K | – | 3303 |
|
|
2021
Q4 | $284K | Sell |
9,413
-1,497
| -14% | -$45.2K | ﹤0.01% | 2749 |
|
|
2021
Q3 | $285K | Sell |
10,910
-17,370
| -61% | -$454K | ﹤0.01% | 2719 |
|
|
2021
Q2 | $816K | Buy |
28,280
+1,421
| +5% | +$41K | ﹤0.01% | 2080 |
|
|
2021
Q1 | $783K | Buy |
26,859
+13,303
| +98% | +$388K | ﹤0.01% | 2010 |
|
|
2020
Q4 | $351K | Buy |
13,556
+2,468
| +22% | +$63.9K | ﹤0.01% | 2364 |
|
|
2020
Q3 | $217K | Sell |
11,088
-12,622
| -53% | -$247K | ﹤0.01% | 2481 |
|
|
2020
Q2 | $553K | Sell |
23,710
-54,325
| -70% | -$1.27M | ﹤0.01% | 1852 |
|
|
2020
Q1 | $2.19M | Buy |
78,035
+44,826
| +135% | +$1.26M | 0.01% | 850 |
|
|
2019
Q4 | $1.3M | Sell |
33,209
-4,496
| -12% | -$176K | ﹤0.01% | 1398 |
|
|
2019
Q3 | $1.44M | Buy |
37,705
+2,685
| +8% | +$103K | 0.01% | 1275 |
|
|
2019
Q2 | $1.46M | Buy |
35,020
+3,926
| +13% | +$164K | 0.01% | 1276 |
|
|
2019
Q1 | $1.25M | Sell |
31,094
-4,395
| -12% | -$176K | 0.01% | 1331 |
|
|
2018
Q4 | $1.41M | Sell |
35,489
-15,246
| -30% | -$604K | 0.01% | 1091 |
|
|
2018
Q3 | $2.13M | Sell |
50,735
-19,907
| -28% | -$834K | 0.01% | 1038 |
|
|
2018
Q2 | $3.14M | Buy |
+70,642
| New | +$3.14M | 0.02% | 801 |
|
|
2018
Q1 | – | Sell |
-30,739
| Closed | -$1.45M | – | 2583 |
|
|
2017
Q4 | $1.45M | Buy |
30,739
+2,664
| +9% | +$126K | 0.01% | 1066 |
|
|
2017
Q3 | $1.27M | Sell |
28,075
-751
| -3% | -$33.9K | 0.01% | 1150 |
|
|
2017
Q2 | $1.22M | Buy |
28,826
+6,916
| +32% | +$293K | 0.01% | 1139 |
|
|
2017
Q1 | $808K | Buy |
21,910
+1,203
| +6% | +$44.4K | 0.01% | 1298 |
|
|
2016
Q4 | $752K | Buy |
20,707
+3,526
| +21% | +$128K | 0.01% | 1273 |
|
|
2016
Q3 | $584K | Sell |
17,181
-6,311
| -27% | -$215K | 0.01% | 1417 |
|
|
2016
Q2 | $655K | Buy |
23,492
+2,334
| +11% | +$65.1K | 0.01% | 1277 |
|
|
2016
Q1 | $587K | Buy |
21,158
+4,642
| +28% | +$129K | 0.01% | 1182 |
|
|
2015
Q4 | $581K | Buy |
16,516
+1,546
| +10% | +$54.4K | 0.01% | 1142 |
|
|
2015
Q3 | $505K | Buy |
+14,970
| New | +$505K | 0.01% | 1043 |
|