Schechter Investment Advisors’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $657K | Sell |
11,432
-2,695
| -19% | -$155K | 0.05% | 308 |
|
|
2024
Q4 | $699K | Sell |
14,127
-952
| -6% | -$47.1K | 0.05% | 312 |
|
|
2024
Q3 | $681K | Buy |
15,079
+972
| +7% | +$43.9K | 0.05% | 330 |
|
|
2024
Q2 | $614K | Buy |
14,107
+730
| +5% | +$31.8K | 0.05% | 333 |
|
|
2024
Q1 | $527K | Sell |
13,377
-13,860
| -51% | -$546K | 0.04% | 363 |
|
|
2023
Q4 | $1.1M | Sell |
27,237
-3,255
| -11% | -$132K | 0.1% | 209 |
|
|
2023
Q3 | $1.2M | Sell |
30,492
-500
| -2% | -$19.7K | 0.12% | 191 |
|
|
2023
Q2 | $1.23M | Buy |
30,992
+821
| +3% | +$32.5K | 0.11% | 210 |
|
|
2023
Q1 | $1.03M | Buy |
30,171
+8,365
| +38% | +$285K | 0.1% | 245 |
|
|
2022
Q4 | $679K | Buy |
21,806
+13,223
| +154% | +$412K | 0.06% | 410 |
|
|
2022
Q3 | $224K | Sell |
8,583
-1,006
| -10% | -$26.3K | 0.02% | 802 |
|
|
2022
Q2 | $313K | Buy |
9,589
+1,127
| +13% | +$36.8K | 0.03% | 693 |
|
|
2022
Q1 | $290K | Buy |
+8,462
| New | +$290K | 0.03% | 720 |
|