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
2026 Q1	$326K	Sell	3,950 -202	-5%	-$17.1K	0.09%	92
2025 Q4	$327K	Sell	4,152 -515	-11%	-$36.8K	0.08%	95
2025 Q3	$331K	Buy	4,667 +6	+0.1%	+$390	0.08%	97
2025 Q2	$283K	Buy	4,661 +103	+2%	+$5.86K	0.07%	110
2025 Q1	$262K	Sell	4,558 -167	-4%	-$9.13K	0.07%	110
2024 Q4	$234K	Sell	4,725 -151	-3%	-$7K	0.06%	95
2024 Q3	$220K	Sell	4,876 -1	-0%	-$43	0.06%	101
2024 Q2	$212K	Sell	4,877 -895	-16%	-$38.5K	0.07%	97
2024 Q1	$227K	Sell	5,772 -312	-5%	-$12.2K	0.08%	92
2023 Q4	$247K	Sell	6,084 -276	-4%	-$10.7K	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%	-$100K	0.11%	78
2023 Q1	$321K	Sell	9,409 -4,302	-31%	-$154K	0.15%	75
2022 Q4	$427K	Sell	13,711 -70	-0.5%	-$1.99K	0.26%	54
2022 Q3	$359K	Sell	13,781 -1,102	-7%	-$34.2K	0.25%	58
2022 Q2	$509K	Hold	14,883	–	–	0.31%	51
2022 Q1	$509K	Sell	14,883 -349	-2%	-$12K	0.35%	45
2021 Q4	$459K	Sell	15,232 -677	-4%	-$19.8K	0.27%	53
2021 Q3	$416K	Sell	15,909 -396	-2%	-$10.8K	0.27%	54
2021 Q2	$470K	Sell	16,305 -612	-4%	-$18.7K	0.33%	51
2021 Q1	$492K	Sell	16,917 -713	-4%	-$20.4K	0.44%	43
2020 Q4	$456K	Buy	+17,630	New	+$419K	0.4%	46