Safeguard Investment Advisory Group’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $283K | Buy |
4,661
+103
| +2% | +$6.26K | 0.07% | 110 |
|
|
2025
Q1 | $262K | Sell |
4,558
-167
| -4% | -$9.59K | 0.07% | 110 |
|
|
2024
Q4 | $234K | Sell |
4,725
-151
| -3% | -$7.47K | 0.06% | 95 |
|
|
2024
Q3 | $220K | Sell |
4,876
-1
| -0% | -$45 | 0.06% | 101 |
|
|
2024
Q2 | $212K | Sell |
4,877
-895
| -16% | -$38.9K | 0.07% | 97 |
|
|
2024
Q1 | $227K | Sell |
5,772
-312
| -5% | -$12.3K | 0.08% | 92 |
|
|
2023
Q4 | $247K | Sell |
6,084
-276
| -4% | -$11.2K | 0.09% | 79 |
|
|
2023
Q3 | $251K | Sell |
6,360
-360
| -5% | -$14.2K | 0.11% | 76 |
|
|
2023
Q2 | $266K | Sell |
6,720
-2,689
| -29% | -$107K | 0.11% | 78 |
|
|
2023
Q1 | $321K | Sell |
9,409
-4,302
| -31% | -$147K | 0.15% | 75 |
|
|
2022
Q4 | $427K | Sell |
13,711
-70
| -0.5% | -$2.18K | 0.26% | 54 |
|
|
2022
Q3 | $359K | Sell |
13,781
-1,102
| -7% | -$28.7K | 0.25% | 58 |
|
|
2022
Q2 | $509K | Hold |
14,883
| – | – | 0.31% | 51 |
|
|
2022
Q1 | $509K | Sell |
14,883
-349
| -2% | -$11.9K | 0.35% | 45 |
|
|
2021
Q4 | $459K | Sell |
15,232
-677
| -4% | -$20.4K | 0.27% | 53 |
|
|
2021
Q3 | $416K | Sell |
15,909
-396
| -2% | -$10.4K | 0.27% | 54 |
|
|
2021
Q2 | $470K | Sell |
16,305
-612
| -4% | -$17.6K | 0.33% | 51 |
|
|
2021
Q1 | $492K | Sell |
16,917
-713
| -4% | -$20.7K | 0.44% | 43 |
|
|
2020
Q4 | $456K | Buy |
+17,630
| New | +$456K | 0.4% | 46 |
|