Safeguard Investment Advisory Group’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $331K | Buy |
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|
2025
Q2 | $283K | Buy |
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|
2025
Q1 | $262K | Sell |
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|
2024
Q4 | $234K | Sell |
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|
2024
Q3 | $220K | Sell |
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|
2024
Q2 | $212K | Sell |
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|
2024
Q1 | $227K | Sell |
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|
2023
Q4 | $247K | Sell |
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|
2023
Q3 | $251K | Sell |
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|
2023
Q2 | $266K | Sell |
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|
2023
Q1 | $321K | Sell |
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|
2022
Q4 | $427K | Sell |
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|
2022
Q3 | $359K | Sell |
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|
2022
Q2 | $509K | Hold |
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|
2022
Q1 | $509K | Sell |
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|
2021
Q4 | $459K | Sell |
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|
2021
Q3 | $416K | Sell |
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|
2021
Q2 | $470K | Sell |
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|
2021
Q1 | $492K | Sell |
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|
2020
Q4 | $456K | Buy |
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