Steward Partners Investment Advisory’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $624K | Buy |
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|
2025
Q1 | $552K | Buy |
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|
2024
Q4 | $274K | Buy |
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|
2024
Q3 | $236K | Sell |
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|
2024
Q2 | $236K | Buy |
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|
2024
Q1 | $200K | Buy |
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|
2023
Q4 | $193K | Buy |
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|
2023
Q3 | $178K | Buy |
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|
2023
Q2 | $152K | Hold |
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|
2023
Q1 | $131K | Hold |
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|
2022
Q4 | $120K | Hold |
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|
2022
Q3 | $100K | Buy |
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|
2022
Q2 | $124K | Buy |
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|
2022
Q1 | $96K | Buy |
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|
2021
Q4 | $57K | Sell |
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|
2021
Q3 | $67K | Hold |
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|
2021
Q2 | $74K | Hold |
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|
2021
Q1 | $74.4K | Buy |
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|
2020
Q4 | $57K | Sell |
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|
2020
Q3 | $47K | Sell |
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|
2020
Q2 | $57K | Sell |
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|
2020
Q1 | $143K | Sell |
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|
2019
Q4 | $232K | Sell |
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|
2019
Q3 | $234K | Sell |
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|
2019
Q2 | $258K | Sell |
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|
2019
Q1 | $278K | Sell |
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|
2018
Q4 | $305K | Sell |
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|
2018
Q3 | $369K | Sell |
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|
2018
Q2 | $463K | Buy |
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|
2018
Q1 | $229K | Buy |
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|
2017
Q4 | $157K | Buy |
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|
2017
Q3 | $134K | Sell |
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|
2017
Q2 | $127K | Buy |
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|
2017
Q1 | $97K | Buy |
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|
2016
Q4 | $6K | Buy |
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