Sowell Financial Services’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.26M | Buy |
37,231
+782
| +2% | +$47.5K | 0.09% | 226 |
|
|
2025
Q1 | $2.09M | Buy |
+36,449
| New | +$2.09M | 0.1% | 226 |
|
|
2021
Q2 | – | Sell |
-3,240
| Closed | -$102K | – | 1492 |
|
|
2021
Q1 | $102K | Buy |
3,240
+490
| +18% | +$15.4K | ﹤0.01% | 1359 |
|
|
2020
Q4 | $71K | Hold |
2,750
| – | – | ﹤0.01% | 1276 |
|
|
2020
Q3 | $54K | Buy |
2,750
+2,656
| +2,826% | +$52.2K | ﹤0.01% | 1187 |
|
|
2020
Q2 | $2K | Sell |
94
-82
| -47% | -$1.75K | ﹤0.01% | 2160 |
|
|
2020
Q1 | $5K | Sell |
176
-149
| -46% | -$4.23K | ﹤0.01% | 1818 |
|
|
2019
Q4 | $13K | Sell |
325
-187
| -37% | -$7.48K | ﹤0.01% | 1595 |
|
|
2019
Q3 | $20K | Buy |
+512
| New | +$20K | ﹤0.01% | 1277 |
|
|
2017
Q1 | – | Sell |
-325
| Closed | -$13K | – | 401 |
|
|
2016
Q4 | $13K | Buy |
+325
| New | +$13K | ﹤0.01% | 462 |
|