Valley National Advisers’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $16K | Hold |
200
| – | – | ﹤0.01% | 531 |
|
|
2025
Q4 | $15K | Hold |
200
| – | – | ﹤0.01% | 538 |
|
|
2025
Q3 | $14K | Hold |
200
| – | – | ﹤0.01% | 517 |
|
|
2025
Q2 | $12K | Hold |
200
| – | – | ﹤0.01% | 528 |
|
|
2025
Q1 | $11K | Sell |
200
-100
| -33% | -$5.47K | ﹤0.01% | 547 |
|
|
2024
Q4 | $14K | Buy |
300
+200
| +200% | +$9.28K | ﹤0.01% | 500 |
|
|
2024
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 610 |
|
|
2024
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 790 |
|
|
2024
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 873 |
|
|
2023
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 826 |
|
|
2023
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 731 |
|
|
2023
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 702 |
|
|
2023
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 698 |
|
|
2022
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 708 |
|
|
2022
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 742 |
|
|
2022
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 718 |
|
|
2022
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 750 |
|
|
2021
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 743 |
|
|
2021
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 722 |
|
|
2021
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 735 |
|
|
2021
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 690 |
|
|
2020
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 660 |
|
|
2020
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 654 |
|
|
2020
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 662 |
|
|
2020
Q1 | $3K | Sell |
100
-172
| -63% | -$5.97K | ﹤0.01% | 599 |
|
|
2019
Q4 | $11K | Buy |
272
+172
| +172% | +$6.52K | ﹤0.01% | 513 |
|
|
2019
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 608 |
|
|
2019
Q2 | $4K | Sell |
100
-1
| -1% | -$42 | ﹤0.01% | 574 |
|
|
2019
Q1 | $4K | Sell |
101
-3
| -3% | -$121 | ﹤0.01% | 577 |
|
|
2018
Q4 | $4K | Sell |
104
-1
| -1% | -$40 | ﹤0.01% | 555 |
|
|
2018
Q3 | $4K | Sell |
105
-1
| -0.9% | -$43 | ﹤0.01% | 526 |
|
|
2018
Q2 | $5K | Sell |
106
-1
| -0.9% | -$46 | ﹤0.01% | 478 |
|
|
2018
Q1 | $5K | Sell |
107
-2
| -2% | -$95 | ﹤0.01% | 470 |
|
|
2017
Q4 | $5K | Hold |
109
| – | – | ﹤0.01% | 480 |
|
|
2017
Q3 | $5K | Hold |
109
| – | – | ﹤0.01% | 477 |
|
|
2017
Q2 | $5K | Sell |
109
-2
| -2% | -$78 | ﹤0.01% | 473 |
|
|
2017
Q1 | $4K | Hold |
111
| – | – | ﹤0.01% | 484 |
|
|
2016
Q4 | $4K | Hold |
111
| – | – | ﹤0.01% | 505 |
|
|
2016
Q3 | $4K | Sell |
111
-1
| -0.9% | -$31 | ﹤0.01% | 469 |
|
|
2016
Q2 | $3K | Hold |
112
| – | – | ﹤0.01% | 494 |
|
|
2016
Q1 | $3K | Buy |
+112
| New | +$3.31K | ﹤0.01% | 494 |
|
Other funds holding HSBC
