United Capital Financial Advisors’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Sell |
22,950
-482
| -2% | -$29.3K | 0.01% | 512 |
|
|
2025
Q1 | $1.35M | Buy |
23,432
+450
| +2% | +$25.8K | 0.01% | 501 |
|
|
2024
Q4 | $1.14M | Sell |
22,982
-5
| -0% | -$247 | 0.01% | 519 |
|
|
2024
Q3 | $1.04M | Sell |
22,987
-170
| -0.7% | -$7.68K | 0.01% | 531 |
|
|
2024
Q2 | $1.01M | Buy |
23,157
+555
| +2% | +$24.1K | 0.01% | 521 |
|
|
2024
Q1 | $890K | Sell |
22,602
-4,928
| -18% | -$194K | 0.01% | 580 |
|
|
2023
Q4 | $1.12M | Buy |
+27,530
| New | +$1.12M | 0.01% | 533 |
|
|
2020
Q1 | – | Sell |
-21,493
| Closed | -$840K | – | 1264 |
|
|
2019
Q4 | $840K | Sell |
21,493
-73,773
| -77% | -$2.88M | 0.01% | 830 |
|
|
2019
Q3 | $3.65M | Sell |
95,266
-43,161
| -31% | -$1.65M | 0.03% | 482 |
|
|
2019
Q2 | $5.78M | Buy |
138,427
+10,501
| +8% | +$438K | 0.04% | 390 |
|
|
2019
Q1 | $5.13M | Sell |
127,926
-7,678
| -6% | -$308K | 0.04% | 405 |
|
|
2018
Q4 | $5.38M | Buy |
135,604
+13,700
| +11% | +$543K | 0.04% | 355 |
|
|
2018
Q3 | $5.11M | Sell |
121,904
-4,144
| -3% | -$174K | 0.04% | 428 |
|
|
2018
Q2 | $5.58M | Buy |
126,048
+6,069
| +5% | +$268K | 0.04% | 399 |
|
|
2018
Q1 | $5.34M | Buy |
119,979
+2,709
| +2% | +$120K | 0.04% | 404 |
|
|
2017
Q4 | $5.53M | Buy |
117,270
+8,695
| +8% | +$410K | 0.04% | 391 |
|
|
2017
Q3 | $4.9M | Buy |
108,575
+7,222
| +7% | +$326K | 0.04% | 398 |
|
|
2017
Q2 | $4.3M | Buy |
101,353
+8,121
| +9% | +$344K | 0.04% | 412 |
|
|
2017
Q1 | $3.44M | Buy |
93,232
+2,209
| +2% | +$81.5K | 0.03% | 439 |
|
|
2016
Q4 | $3.3M | Sell |
91,023
-6,532
| -7% | -$237K | 0.03% | 457 |
|
|
2016
Q3 | $3.31M | Buy |
97,555
+62,776
| +180% | +$2.13M | 0.03% | 467 |
|
|
2016
Q2 | $961K | Sell |
34,779
-6,225
| -15% | -$172K | 0.01% | 745 |
|
|
2016
Q1 | $1.14M | Sell |
41,004
-16,520
| -29% | -$458K | 0.01% | 671 |
|
|
2015
Q4 | $2.02M | Sell |
57,524
-17,599
| -23% | -$619K | 0.02% | 545 |
|
|
2015
Q3 | $2.54M | Sell |
75,123
-93,300
| -55% | -$3.15M | 0.03% | 481 |
|
|
2015
Q2 | $6.72M | Buy |
168,423
+2,753
| +2% | +$110K | 0.08% | 289 |
|
|
2015
Q1 | $7.25M | Buy |
165,670
+7,890
| +5% | +$345K | 0.09% | 273 |
|
|
2014
Q4 | $6.42M | Sell |
157,780
-22,873
| -13% | -$931K | 0.1% | 226 |
|
|
2014
Q3 | $7.92M | Sell |
180,653
-4,256
| -2% | -$187K | 0.14% | 181 |
|
|
2014
Q2 | $8.09M | Buy |
184,909
+20,360
| +12% | +$891K | 0.15% | 176 |
|
|
2014
Q1 | $7.21M | Buy |
164,549
+133,166
| +424% | +$5.83M | 0.15% | 159 |
|
|
2013
Q4 | $1.49M | Buy |
31,383
+18,992
| +153% | +$902K | 0.05% | 283 |
|
|
2013
Q3 | $579K | Buy |
+12,391
| New | +$579K | 0.02% | 416 |
|