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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.36M | Buy |
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|
2025
Q2 | $3.45M | Buy |
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|
2025
Q1 | $3.2M | Buy |
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|
2024
Q4 | $2.71M | Buy |
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|
2024
Q3 | $2.41M | Buy |
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|
2024
Q2 | $1.14M | Buy |
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|
2024
Q1 | $1.02M | Sell |
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|
2023
Q4 | $1.06M | Buy |
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|
2023
Q3 | $929K | Buy |
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|
2023
Q2 | $931K | Buy |
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|
2023
Q1 | $673K | Buy |
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|
2022
Q4 | $554K | Buy |
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|
2022
Q3 | $295K | Sell |
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|
2022
Q2 | $463K | Buy |
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|
2022
Q1 | $402K | Buy |
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|
2021
Q4 | $240K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $340K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $222K | Buy |
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