Sargent Bickham Lagudis’s HSBC HSBC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	$23.6K	Hold	757	–	–	﹤0.01%	569
2022 Q3	$20K	Hold	757	–	–	﹤0.01%	572
2022 Q2	$25K	Hold	757	–	–	﹤0.01%	544
2022 Q1	$26K	Hold	757	–	–	﹤0.01%	562
2021 Q4	$23K	Hold	757	–	–	﹤0.01%	574
2021 Q3	$20K	Hold	757	–	–	﹤0.01%	598
2021 Q2	$22K	Hold	757	–	–	﹤0.01%	595
2021 Q1	$22K	Hold	757	–	–	﹤0.01%	571
2020 Q4	$20K	Hold	757	–	–	﹤0.01%	559
2020 Q3	$15K	Hold	757	–	–	﹤0.01%	535
2020 Q2	$18K	Hold	757	–	–	﹤0.01%	506
2020 Q1	$21K	Hold	757	–	–	﹤0.01%	464
2019 Q4	$30K	Sell	757 -55	-7%	-$2.18K	﹤0.01%	455
2019 Q3	$31K	Hold	812	–	–	﹤0.01%	406
2019 Q2	$34K	Sell	812 -10	-1%	-$419	﹤0.01%	416
2019 Q1	$33K	Sell	822 -20	-2%	-$803	﹤0.01%	444
2018 Q4	$33K	Sell	842 -10	-1%	-$392	﹤0.01%	417
2018 Q3	$36K	Sell	852 -10	-1%	-$423	﹤0.01%	410
2018 Q2	$38K	Sell	862 -9	-1%	-$397	﹤0.01%	399
2018 Q1	$39K	Sell	871 -18	-2%	-$806	﹤0.01%	396
2017 Q4	$42K	Hold	889	–	–	0.01%	397
2017 Q3	$40K	Hold	889	–	–	0.01%	403
2017 Q2	$38K	Sell	889 -10	-1%	-$427	﹤0.01%	399
2017 Q1	$33K	Hold	899	–	–	﹤0.01%	419
2016 Q4	$33K	Hold	899	–	–	0.01%	398
2016 Q3	$31	Sell	899 -12	-1%	–	﹤0.01%	420
2016 Q2	$25K	Hold	911	–	–	﹤0.01%	430
2016 Q1	$25K	Buy	+911	New	+$25K	﹤0.01%	449