Stamos Capital Partners’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.66M | Buy |
60,218
+8,907
| +17% | +$541K | 0.66% | 53 |
|
|
2025
Q1 | $2.95M | Sell |
51,311
-45,169
| -47% | -$2.59M | 0.77% | 38 |
|
|
2024
Q4 | $4.77M | Sell |
96,480
-12,500
| -11% | -$618K | 1.12% | 21 |
|
|
2024
Q3 | $4.92M | Sell |
108,980
-6,220
| -5% | -$281K | 1.16% | 26 |
|
|
2024
Q2 | $5.01M | Sell |
115,200
-10,770
| -9% | -$468K | 1.06% | 23 |
|
|
2024
Q1 | $4.96M | Buy |
125,970
+113,170
| +884% | +$4.45M | 1.13% | 22 |
|
|
2023
Q4 | $519K | Buy |
+12,800
| New | +$519K | 0.14% | 94 |
|
|
2020
Q2 | – | Sell |
-51,617
| Closed | -$1.45M | – | 75 |
|
|
2020
Q1 | $1.45M | Buy |
+51,617
| New | +$1.45M | 0.76% | 46 |
|
|
2019
Q3 | – | Sell |
-6,000
| Closed | -$251K | – | 49 |
|
|
2019
Q2 | $251K | Buy |
+6,000
| New | +$251K | 0.25% | 47 |
|