Valley National Advisers’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $12K | Hold |
200
| – | – | ﹤0.01% | 528 |
|
2025
Q1 | $11K | Sell |
200
-100
| -33% | -$5.5K | ﹤0.01% | 547 |
|
2024
Q4 | $14K | Buy |
300
+200
| +200% | +$9.33K | ﹤0.01% | 500 |
|
2024
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 610 |
|
2024
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 789 |
|
2024
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 870 |
|
2023
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 824 |
|
2023
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 729 |
|
2023
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 701 |
|
2023
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 695 |
|
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% | -$5.16K | ﹤0.01% | 599 |
|
2019
Q4 | $11K | Buy |
272
+172
| +172% | +$6.96K | ﹤0.01% | 513 |
|
2019
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 608 |
|
2019
Q2 | $4K | Sell |
100
-1
| -1% | -$40 | ﹤0.01% | 574 |
|
2019
Q1 | $4K | Sell |
101
-3
| -3% | -$119 | ﹤0.01% | 577 |
|
2018
Q4 | $4K | Sell |
104
-1
| -1% | -$38 | ﹤0.01% | 555 |
|
2018
Q3 | $4K | Sell |
105
-1
| -0.9% | -$38 | ﹤0.01% | 526 |
|
2018
Q2 | $5K | Sell |
106
-1
| -0.9% | -$47 | ﹤0.01% | 478 |
|
2018
Q1 | $5K | Sell |
107
-2
| -2% | -$93 | ﹤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% | -$92 | ﹤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% | -$36 | ﹤0.01% | 469 |
|
2016
Q2 | $3K | Hold |
112
| – | – | ﹤0.01% | 494 |
|
2016
Q1 | $3K | Buy |
+112
| New | +$3K | ﹤0.01% | 494 |
|