Valeo 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 | $629K | Buy |
10,345
+527
| +5% | +$32K | 0.02% | 398 |
|
|
2025
Q1 | $564K | Buy |
9,818
+1,105
| +13% | +$63.5K | 0.02% | 386 |
|
|
2024
Q4 | $431K | Hold |
8,713
| – | – | 0.01% | 439 |
|
|
2024
Q3 | $394K | Hold |
8,713
| – | – | 0.01% | 461 |
|
|
2024
Q2 | $379K | Hold |
8,713
| – | – | 0.01% | 460 |
|
|
2024
Q1 | $363K | Buy |
8,713
+73
| +0.8% | +$3.04K | 0.01% | 449 |
|
|
2023
Q4 | $350K | Sell |
8,640
-815
| -9% | -$33K | 0.01% | 447 |
|
|
2023
Q3 | $373K | Sell |
9,455
-628
| -6% | -$24.8K | 0.02% | 402 |
|
|
2023
Q2 | $399K | Buy |
10,083
+426
| +4% | +$16.9K | 0.02% | 360 |
|
|
2023
Q1 | $330K | Buy |
+9,657
| New | +$330K | 0.02% | 418 |
|
|
2022
Q3 | – | Sell |
-1,638
| Closed | -$54K | – | 495 |
|
|
2022
Q2 | $54K | Buy |
+1,638
| New | +$54K | ﹤0.01% | 459 |
|
|
2020
Q3 | – | Sell |
-35
| Closed | -$1K | – | 1759 |
|
|
2020
Q2 | $1K | Sell |
35
-37
| -51% | -$1.06K | ﹤0.01% | 1804 |
|
|
2020
Q1 | $2K | Sell |
72
-156
| -68% | -$4.33K | ﹤0.01% | 1478 |
|
|
2019
Q4 | $9K | Buy |
228
+10
| +5% | +$395 | ﹤0.01% | 1123 |
|
|
2019
Q3 | $8K | Sell |
218
-64
| -23% | -$2.35K | ﹤0.01% | 1069 |
|
|
2019
Q2 | $12K | Sell |
282
-3
| -1% | -$128 | ﹤0.01% | 969 |
|
|
2019
Q1 | $11K | Sell |
285
-88
| -24% | -$3.4K | ﹤0.01% | 931 |
|
|
2018
Q4 | $15K | Sell |
373
-29
| -7% | -$1.17K | ﹤0.01% | 775 |
|
|
2018
Q3 | $16K | Buy |
402
+42
| +12% | +$1.67K | ﹤0.01% | 831 |
|
|
2018
Q2 | $16K | Buy |
360
+2
| +0.6% | +$89 | ﹤0.01% | 814 |
|
|
2018
Q1 | $16K | Buy |
358
+10
| +3% | +$447 | ﹤0.01% | 782 |
|
|
2017
Q4 | $16K | Buy |
348
+20
| +6% | +$920 | ﹤0.01% | 719 |
|
|
2017
Q3 | $15K | Buy |
+328
| New | +$15K | ﹤0.01% | 610 |
|