Sequoia Financial Advisors’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 | $4.88M | Sell |
59,204
-2,519
| -4% | -$213K | 0.03% | 332 |
|
|
2025
Q4 | $4.86M | Buy |
61,723
+294
| +0.5% | +$21K | 0.03% | 334 |
|
|
2025
Q3 | $4.36M | Buy |
61,429
+4,673
| +8% | +$304K | 0.03% | 328 |
|
|
2025
Q2 | $3.45M | Buy |
56,756
+971
| +2% | +$55.3K | 0.02% | 349 |
|
|
2025
Q1 | $3.2M | Buy |
55,785
+970
| +2% | +$53K | 0.02% | 344 |
|
|
2024
Q4 | $2.71M | Buy |
54,815
+1,575
| +3% | +$73.1K | 0.03% | 351 |
|
|
2024
Q3 | $2.41M | Buy |
53,240
+27,002
| +103% | +$1.17M | 0.03% | 338 |
|
|
2024
Q2 | $1.14M | Buy |
26,238
+211
| +0.8% | +$9.08K | 0.01% | 457 |
|
|
2024
Q1 | $1.02M | Sell |
26,027
-229
| -0.9% | -$8.94K | 0.01% | 471 |
|
|
2023
Q4 | $1.06M | Buy |
26,256
+2,724
| +12% | +$105K | 0.01% | 504 |
|
|
2023
Q3 | $929K | Buy |
23,532
+38
| +0.2% | +$1.5K | 0.02% | 358 |
|
|
2023
Q2 | $931K | Buy |
23,494
+3,766
| +19% | +$141K | 0.02% | 361 |
|
|
2023
Q1 | $673K | Buy |
19,728
+1,961
| +11% | +$70.4K | 0.02% | 393 |
|
|
2022
Q4 | $554K | Buy |
17,767
+6,460
| +57% | +$183K | 0.01% | 404 |
|
|
2022
Q3 | $295K | Sell |
11,307
-2,854
| -20% | -$88.7K | 0.01% | 391 |
|
|
2022
Q2 | $463K | Buy |
14,161
+2,411
| +21% | +$78.2K | 0.01% | 337 |
|
|
2022
Q1 | $402K | Buy |
11,750
+3,794
| +48% | +$131K | 0.01% | 411 |
|
|
2021
Q4 | $240K | Buy |
+7,956
| New | +$232K | 0.01% | 502 |
|
|
2020
Q1 | – | Sell |
-8,685
| Closed | -$340K | – | 383 |
|
|
2019
Q4 | $340K | Buy |
+8,685
| New | +$329K | 0.02% | 279 |
|
|
2019
Q3 | – | Sell |
-5,326
| Closed | -$222K | – | 370 |
|
|
2019
Q2 | $222K | Buy |
+5,326
| New | +$223K | 0.02% | 333 |
|
Other funds holding HSBC
