Soltis 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
Q2
$940K Buy
15,464
+322
+2% +$19.6K 0.07% 179
2025
Q1
$870K Buy
15,142
+442
+3% +$25.4K 0.08% 176
2024
Q4
$727K Buy
14,700
+518
+4% +$25.6K 0.07% 196
2024
Q3
$641K Buy
+14,182
New +$641K 0.06% 203