Stifel Financial’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.2M | Sell |
118,474
-14,432
| -11% | -$877K | 0.01% | 1056 |
|
|
2025
Q1 | $7.63M | Sell |
132,906
-3,457
| -3% | -$199K | 0.01% | 977 |
|
|
2024
Q4 | $6.74M | Sell |
136,363
-1,764
| -1% | -$87.2K | 0.01% | 1045 |
|
|
2024
Q3 | $6.24M | Buy |
138,127
+39,465
| +40% | +$1.78M | 0.01% | 1078 |
|
|
2024
Q2 | $4.29M | Buy |
98,662
+38,542
| +64% | +$1.68M | ﹤0.01% | 1236 |
|
|
2024
Q1 | $2.37M | Buy |
60,120
+3,493
| +6% | +$137K | ﹤0.01% | 1597 |
|
|
2023
Q4 | $2.3M | Buy |
56,627
+11,080
| +24% | +$449K | ﹤0.01% | 1568 |
|
|
2023
Q3 | $1.8M | Buy |
45,547
+9,790
| +27% | +$386K | ﹤0.01% | 1666 |
|
|
2023
Q2 | $1.42M | Buy |
35,757
+8,760
| +32% | +$347K | ﹤0.01% | 1849 |
|
|
2023
Q1 | $921K | Sell |
26,997
-2,115
| -7% | -$72.2K | ﹤0.01% | 2110 |
|
|
2022
Q4 | $907K | Sell |
29,112
-36,645
| -56% | -$1.14M | ﹤0.01% | 2075 |
|
|
2022
Q3 | $1.71M | Buy |
65,757
+1,010
| +2% | +$26.3K | ﹤0.01% | 1583 |
|
|
2022
Q2 | $2.12M | Sell |
64,747
-3,767
| -5% | -$123K | ﹤0.01% | 1458 |
|
|
2022
Q1 | $2.34M | Buy |
68,514
+28,908
| +73% | +$989K | ﹤0.01% | 1506 |
|
|
2021
Q4 | $1.2M | Buy |
39,606
+2,126
| +6% | +$64.1K | ﹤0.01% | 1984 |
|
|
2021
Q3 | $980K | Buy |
37,480
+7,641
| +26% | +$200K | ﹤0.01% | 2123 |
|
|
2021
Q2 | $861K | Buy |
29,839
+2,336
| +8% | +$67.4K | ﹤0.01% | 2213 |
|
|
2021
Q1 | $802K | Sell |
27,503
-3,379
| -11% | -$98.5K | ﹤0.01% | 2144 |
|
|
2020
Q4 | $800K | Sell |
30,882
-9,201
| -23% | -$238K | ﹤0.01% | 2012 |
|
|
2020
Q3 | $784K | Sell |
40,083
-50,465
| -56% | -$987K | ﹤0.01% | 1800 |
|
|
2020
Q2 | $2.11M | Sell |
90,548
-9,203
| -9% | -$215K | ﹤0.01% | 1122 |
|
|
2020
Q1 | $2.8M | Sell |
99,751
-62,054
| -38% | -$1.74M | 0.01% | 888 |
|
|
2019
Q4 | $6.33M | Buy |
161,805
+7,694
| +5% | +$301K | 0.01% | 784 |
|
|
2019
Q3 | $5.9M | Sell |
154,111
-27,749
| -15% | -$1.06M | 0.02% | 771 |
|
|
2019
Q2 | $7.6M | Sell |
181,860
-1,646
| -0.9% | -$68.8K | 0.02% | 674 |
|
|
2019
Q1 | $7.36M | Buy |
183,506
+4,919
| +3% | +$197K | 0.02% | 646 |
|
|
2018
Q4 | $7.07M | Sell |
178,587
-33,520
| -16% | -$1.33M | 0.02% | 610 |
|
|
2018
Q3 | $8.88M | Sell |
212,107
-12,593
| -6% | -$527K | 0.03% | 588 |
|
|
2018
Q2 | $9.97M | Sell |
224,700
-17,120
| -7% | -$759K | 0.03% | 539 |
|
|
2018
Q1 | $10.7M | Sell |
241,820
-1,465
| -0.6% | -$65.1K | 0.03% | 511 |
|
|
2017
Q4 | $11.5M | Buy |
243,285
+59,006
| +32% | +$2.78M | 0.04% | 475 |
|
|
2017
Q3 | $8.31M | Sell |
184,279
-17,591
| -9% | -$793K | 0.03% | 568 |
|
|
2017
Q2 | $8.55M | Buy |
201,870
+19,790
| +11% | +$839K | 0.03% | 538 |
|
|
2017
Q1 | $6.7M | Buy |
182,080
+20,851
| +13% | +$768K | 0.03% | 596 |
|
|
2016
Q4 | $5.86M | Buy |
161,229
+11,216
| +7% | +$408K | 0.02% | 603 |
|
|
2016
Q3 | $5.11M | Sell |
150,013
-5,301
| -3% | -$181K | 0.02% | 629 |
|
|
2016
Q2 | $4.33M | Buy |
155,314
+52,818
| +52% | +$1.47M | 0.02% | 662 |
|
|
2016
Q1 | $2.84M | Sell |
102,496
-436
| -0.4% | -$12.1K | 0.02% | 783 |
|
|
2015
Q4 | $3.62M | Sell |
102,932
-4,838
| -4% | -$170K | 0.02% | 704 |
|
|
2015
Q3 | $3.64M | Buy |
107,770
+15,127
| +16% | +$511K | 0.02% | 643 |
|
|
2015
Q2 | $3.67M | Buy |
92,643
+15,041
| +19% | +$596K | 0.02% | 707 |
|
|
2015
Q1 | $2.92M | Sell |
77,602
-3,054
| -4% | -$115K | 0.02% | 786 |
|
|
2014
Q4 | $3.28M | Buy |
80,656
+63,029
| +358% | +$2.57M | 0.02% | 716 |
|
|
2014
Q3 | $773K | Buy |
17,627
+4,645
| +36% | +$204K | 0.01% | 1273 |
|
|
2014
Q2 | $568K | Buy |
12,982
+346
| +3% | +$15.1K | 0.01% | 1410 |
|
|
2014
Q1 | $553K | Buy |
+12,636
| New | +$553K | 0.01% | 1385 |
|