Summit Global Investments’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-31,540
| Closed | -$1.56M | – | 501 |
|
|
2024
Q4 | $1.56M | Buy |
+31,540
| New | +$1.56M | 0.1% | 152 |
|
|
2024
Q1 | – | Sell |
-102,083
| Closed | -$4.14M | – | 543 |
|
|
2023
Q4 | $4.14M | Sell |
102,083
-695
| -0.7% | -$28.2K | 0.27% | 81 |
|
|
2023
Q3 | $4.06M | Sell |
102,778
-2,199
| -2% | -$86.8K | 0.27% | 78 |
|
|
2023
Q2 | $4.16M | Buy |
104,977
+1,480
| +1% | +$58.6K | 0.28% | 89 |
|
|
2023
Q1 | $3.53M | Buy |
103,497
+20,033
| +24% | +$684K | 0.27% | 92 |
|
|
2022
Q4 | $2.6M | Buy |
83,464
+435
| +0.5% | +$13.6K | 0.22% | 116 |
|
|
2022
Q3 | $2.17M | Buy |
83,029
+74,923
| +924% | +$1.95M | 0.2% | 120 |
|
|
2022
Q2 | $265K | Sell |
8,106
-37
| -0.5% | -$1.21K | 0.02% | 416 |
|
|
2022
Q1 | $279K | Buy |
+8,143
| New | +$279K | 0.02% | 419 |
|