Summit Securities Group’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.2K | Sell |
200
-700
| -78% | -$42.6K | ﹤0.01% | 717 |
|
|
2025
Q1 | $51.7K | Sell |
900
-800
| -47% | -$45.9K | 0.01% | 214 |
|
|
2024
Q4 | $84.1K | Hold |
1,700
| – | – | 0.02% | 142 |
|
|
2024
Q3 | $77K | Sell |
1,700
-3,300
| -66% | -$149K | 0.02% | 106 |
|
|
2024
Q2 | $218K | Sell |
5,000
-46
| -0.9% | -$2.01K | 0.04% | 82 |
|
|
2024
Q1 | $199K | Buy |
+5,046
| New | +$199K | 0.03% | 68 |
|
|
2023
Q4 | – | Sell |
-1,462
| Closed | -$58K | – | 576 |
|
|
2023
Q3 | $58K | Buy |
+1,462
| New | +$58K | 0.01% | 124 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 831 |
|
|
2023
Q1 | – | Sell |
-4,500
| Closed | -$140K | – | 850 |
|
|
2022
Q4 | $140K | Hold |
4,500
| – | – | 0.01% | 352 |
|
|
2022
Q3 | $117K | Sell |
4,500
-100
| -2% | -$2.6K | 0.01% | 338 |
|
|
2022
Q2 | $150K | Hold |
4,600
| – | – | 0.02% | 211 |
|
|
2022
Q1 | $157K | Sell |
4,600
-16,800
| -79% | -$573K | 0.02% | 263 |
|
|
2021
Q4 | $645K | Hold |
21,400
| – | – | 0.03% | 189 |
|
|
2021
Q3 | $560K | Buy |
+21,400
| New | +$560K | 0.04% | 177 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 392 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 321 |
|
|
2020
Q3 | – | Sell |
-10,800
| Closed | -$252K | – | 210 |
|
|
2020
Q2 | $252K | Buy |
+10,800
| New | +$252K | 0.03% | 114 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 180 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 243 |
|
|
2019
Q1 | – | Sell |
-6,949
| Closed | -$275K | – | 161 |
|
|
2018
Q4 | $275K | Sell |
6,949
-5,962
| -46% | -$236K | 0.02% | 112 |
|
|
2018
Q3 | $541K | Sell |
12,911
-7,255
| -36% | -$304K | 0.2% | 71 |
|
|
2018
Q2 | $896K | Buy |
20,166
+4,942
| +32% | +$220K | 0.13% | 52 |
|
|
2018
Q1 | $677K | Buy |
15,224
+7,016
| +85% | +$312K | 0.17% | 37 |
|
|
2017
Q4 | $387K | Buy |
+8,208
| New | +$387K | 0.05% | 111 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 167 |
|
|
2015
Q2 | – | Sell |
-1,021
| Closed | -$38K | – | 511 |
|
|
2015
Q1 | $38K | Buy |
+1,021
| New | +$38K | 0.03% | 198 |
|
|
2014
Q3 | – | Sell |
-232
| Closed | -$10K | – | 586 |
|
|
2014
Q2 | $10K | Sell |
232
-1,857
| -89% | -$80K | ﹤0.01% | 390 |
|
|
2014
Q1 | $91K | Buy |
+2,089
| New | +$91K | 0.05% | 136 |
|