Stifel Financial’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 | $7.2M | Sell |  | |||||
| 2025 Q1 | $7.63M | Sell |  | |||||
| 2024 Q4 | $6.74M | Sell |  | |||||
| 2024 Q3 | $6.24M | Buy |  | |||||
| 2024 Q2 | $4.29M | Buy |  | |||||
| 2024 Q1 | $2.37M | Buy |  | |||||
| 2023 Q4 | $2.3M | Buy |  | |||||
| 2023 Q3 | $1.8M | Buy |  | |||||
| 2023 Q2 | $1.42M | Buy |  | |||||
| 2023 Q1 | $921K | Sell |  | |||||
| 2022 Q4 | $907K | Sell |  | |||||
| 2022 Q3 | $1.71M | Buy |  | |||||
| 2022 Q2 | $2.12M | Sell |  | |||||
| 2022 Q1 | $2.34M | Buy |  | |||||
| 2021 Q4 | $1.2M | Buy |  | |||||
| 2021 Q3 | $980K | Buy |  | |||||
| 2021 Q2 | $861K | Buy |  | |||||
| 2021 Q1 | $802K | Sell |  | |||||
| 2020 Q4 | $800K | Sell |  | |||||
| 2020 Q3 | $784K | Sell |  | |||||
| 2020 Q2 | $2.11M | Sell |  | |||||
| 2020 Q1 | $2.8M | Sell |  | |||||
| 2019 Q4 | $6.33M | Buy |  | |||||
| 2019 Q3 | $5.9M | Sell |  | |||||
| 2019 Q2 | $7.6M | Sell |  | |||||
| 2019 Q1 | $7.36M | Buy |  | |||||
| 2018 Q4 | $7.07M | Sell |  | |||||
| 2018 Q3 | $8.88M | Sell |  | |||||
| 2018 Q2 | $9.97M | Sell |  | |||||
| 2018 Q1 | $10.7M | Sell |  | |||||
| 2017 Q4 | $11.5M | Buy |  | |||||
| 2017 Q3 | $8.31M | Sell |  | |||||
| 2017 Q2 | $8.55M | Buy |  | |||||
| 2017 Q1 | $6.7M | Buy |  | |||||
| 2016 Q4 | $5.86M | Buy |  | |||||
| 2016 Q3 | $5.11M | Sell |  | |||||
| 2016 Q2 | $4.33M | Buy |  | |||||
| 2016 Q1 | $2.84M | Sell |  | |||||
| 2015 Q4 | $3.62M | Sell |  | |||||
| 2015 Q3 | $3.64M | Buy |  | |||||
| 2015 Q2 | $3.67M | Buy |  | |||||
| 2015 Q1 | $2.92M | Sell |  | |||||
| 2014 Q4 | $3.28M | Buy |  | |||||
| 2014 Q3 | $773K | Buy |  | |||||
| 2014 Q2 | $568K | Buy |  | |||||
| 2014 Q1 | $553K | Buy |  |