Steward Partners Investment Advisory’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $624K | Buy |
10,265
+653
| +7% | +$39.7K | ﹤0.01% | 1192 |
|
|
2025
Q1 | $552K | Buy |
9,612
+4,075
| +74% | +$234K | ﹤0.01% | 1174 |
|
|
2024
Q4 | $274K | Buy |
5,537
+321
| +6% | +$15.9K | ﹤0.01% | 1456 |
|
|
2024
Q3 | $236K | Sell |
5,216
-200
| -4% | -$9.04K | ﹤0.01% | 1447 |
|
|
2024
Q2 | $236K | Buy |
5,416
+346
| +7% | +$15.1K | ﹤0.01% | 1367 |
|
|
2024
Q1 | $200K | Buy |
5,070
+310
| +7% | +$12.2K | ﹤0.01% | 1440 |
|
|
2023
Q4 | $193K | Buy |
4,760
+241
| +5% | +$9.77K | ﹤0.01% | 1394 |
|
|
2023
Q3 | $178K | Buy |
4,519
+676
| +18% | +$26.7K | ﹤0.01% | 1342 |
|
|
2023
Q2 | $152K | Hold |
3,843
| – | – | ﹤0.01% | 1391 |
|
|
2023
Q1 | $131K | Hold |
3,843
| – | – | ﹤0.01% | 1474 |
|
|
2022
Q4 | $120K | Hold |
3,843
| – | – | ﹤0.01% | 1475 |
|
|
2022
Q3 | $100K | Buy |
3,843
+37
| +1% | +$963 | ﹤0.01% | 1494 |
|
|
2022
Q2 | $124K | Buy |
3,806
+1,000
| +36% | +$32.6K | ﹤0.01% | 1409 |
|
|
2022
Q1 | $96K | Buy |
2,806
+928
| +49% | +$31.7K | ﹤0.01% | 1630 |
|
|
2021
Q4 | $57K | Sell |
1,878
-674
| -26% | -$20.5K | ﹤0.01% | 1843 |
|
|
2021
Q3 | $67K | Hold |
2,552
| – | – | ﹤0.01% | 1732 |
|
|
2021
Q2 | $74K | Hold |
2,552
| – | – | ﹤0.01% | 2667 |
|
|
2021
Q1 | $74.4K | Buy |
2,552
+365
| +17% | +$10.6K | ﹤0.01% | 1779 |
|
|
2020
Q4 | $57K | Sell |
2,187
-200
| -8% | -$5.21K | ﹤0.01% | 1607 |
|
|
2020
Q3 | $47K | Sell |
2,387
-50
| -2% | -$984 | ﹤0.01% | 1524 |
|
|
2020
Q2 | $57K | Sell |
2,437
-2,692
| -52% | -$63K | ﹤0.01% | 1357 |
|
|
2020
Q1 | $143K | Sell |
5,129
-819
| -14% | -$22.8K | 0.01% | 886 |
|
|
2019
Q4 | $232K | Sell |
5,948
-174
| -3% | -$6.79K | 0.01% | 838 |
|
|
2019
Q3 | $234K | Sell |
6,122
-74
| -1% | -$2.83K | 0.01% | 793 |
|
|
2019
Q2 | $258K | Sell |
6,196
-756
| -11% | -$31.5K | 0.01% | 738 |
|
|
2019
Q1 | $278K | Sell |
6,952
-745
| -10% | -$29.8K | 0.01% | 661 |
|
|
2018
Q4 | $305K | Sell |
7,697
-1,110
| -13% | -$44K | 0.01% | 598 |
|
|
2018
Q3 | $369K | Sell |
8,807
-1,617
| -16% | -$67.8K | 0.02% | 575 |
|
|
2018
Q2 | $463K | Buy |
10,424
+5,252
| +102% | +$233K | 0.03% | 476 |
|
|
2018
Q1 | $229K | Buy |
5,172
+1,833
| +55% | +$81.2K | 0.02% | 588 |
|
|
2017
Q4 | $157K | Buy |
3,339
+352
| +12% | +$16.6K | 0.01% | 563 |
|
|
2017
Q3 | $134K | Sell |
2,987
-29
| -1% | -$1.3K | 0.01% | 499 |
|
|
2017
Q2 | $127K | Buy |
3,016
+380
| +14% | +$16K | 0.01% | 463 |
|
|
2017
Q1 | $97K | Buy |
2,636
+2,470
| +1,488% | +$90.9K | 0.01% | 435 |
|
|
2016
Q4 | $6K | Buy |
+166
| New | +$6K | ﹤0.01% | 635 |
|