Rothschild Investment 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 | $49.5K | Buy |
814
+73
| +10% | +$4.44K | ﹤0.01% | 785 |
|
|
2025
Q1 | $42.6K | Buy |
741
+57
| +8% | +$3.27K | ﹤0.01% | 807 |
|
|
2024
Q4 | $33.8K | Buy |
684
+93
| +16% | +$4.6K | ﹤0.01% | 873 |
|
|
2024
Q3 | $26.7K | Buy |
591
+117
| +25% | +$5.29K | ﹤0.01% | 932 |
|
|
2024
Q2 | $20.6K | Buy |
474
+221
| +87% | +$9.61K | ﹤0.01% | 965 |
|
|
2024
Q1 | $9.96K | Sell |
253
-75
| -23% | -$2.95K | ﹤0.01% | 1048 |
|
|
2023
Q4 | $13.3K | Buy |
+328
| New | +$13.3K | ﹤0.01% | 940 |
|
|
2016
Q3 | – | Sell |
-8,588
| Closed | -$240K | – | 485 |
|
|
2016
Q2 | $240K | Buy |
8,588
+561
| +7% | +$15.7K | 0.03% | 392 |
|
|
2016
Q1 | $223K | Buy |
+8,027
| New | +$223K | 0.03% | 398 |
|