Summit Securities Group’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 | $12.2K | Sell |
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|
2025
Q1 | $51.7K | Sell |
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|
2024
Q4 | $84.1K | Hold |
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|
2024
Q3 | $77K | Sell |
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|
2024
Q2 | $218K | Sell |
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|
2024
Q1 | $199K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $58K | Buy |
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|
2023
Q2 | – | Hold |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $140K | Hold |
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|
2022
Q3 | $117K | Sell |
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|
2022
Q2 | $150K | Hold |
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|
2022
Q1 | $157K | Sell |
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|
2021
Q4 | $645K | Hold |
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|
2021
Q3 | $560K | Buy |
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|
2021
Q2 | – | Hold |
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|
2021
Q1 | – | Hold |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $252K | Buy |
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|
2020
Q1 | – | Hold |
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|
2019
Q4 | – | Hold |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $275K | Sell |
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|
2018
Q3 | $541K | Sell |
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|
2018
Q2 | $896K | Buy |
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|
2018
Q1 | $677K | Buy |
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|
2017
Q4 | $387K | Buy |
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|
2017
Q3 | – | Hold |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $38K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $10K | Sell |
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|
2014
Q1 | $91K | Buy |
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