A detailed history of Legacy Financial Advisors, Inc. transactions in Hsbc Holdings PLC stock. As of the latest transaction made, Legacy Financial Advisors, Inc. holds 16,737 shares of HSBC stock, worth $781,283. This represents 0.15% of its overall portfolio holdings.

Number of Shares
16,737
Previous 16,388 2.13%
Holding current value
$781,283
Previous $712,000 6.18%
% of portfolio
0.15%
Previous 0.14%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$40.42 - $45.91 $14,106 - $16,022
349 Added 2.13%
16,737 $756,000
Q2 2024

Aug 13, 2024

BUY
$39.31 - $45.4 $32,155 - $37,137
818 Added 5.25%
16,388 $712,000
Q1 2024

May 14, 2024

BUY
$37.13 - $41.43 $12,735 - $14,210
343 Added 2.25%
15,570 $612,000
Q4 2023

Feb 06, 2024

BUY
$36.02 - $40.83 $68,257 - $77,372
1,895 Added 14.21%
15,227 $617,000
Q3 2023

Nov 13, 2023

BUY
$36.87 - $42.21 $22,933 - $26,254
622 Added 4.89%
13,332 $526,000
Q2 2023

Aug 08, 2023

BUY
$34.65 - $39.62 $44,525 - $50,911
1,285 Added 11.25%
12,710 $503,000
Q1 2023

May 03, 2023

BUY
$31.64 - $39.04 $117,985 - $145,580
3,729 Added 48.45%
11,425 $389,000
Q4 2022

Feb 06, 2023

BUY
$24.91 - $31.2 $191,707 - $240,115
7,696 New
7,696 $239,000
Q2 2022

Aug 08, 2022

BUY
$29.55 - $34.97 $191,424 - $226,535
6,478 New
6,478 $212,000
Q2 2019

Aug 07, 2019

SELL
$40.64 - $44.7 $179,344 - $197,261
-4,413 Closed
0 $0
Q1 2019

May 14, 2019

BUY
$40.42 - $42.8 $31,406 - $33,255
777 Added 21.37%
4,413 $179,000
Q4 2018

Jan 16, 2019

BUY
$38.57 - $44.2 $54,962 - $62,985
1,425 Added 64.45%
3,636 $149,000
Q3 2018

Oct 30, 2018

SELL
$42.81 - $48.5 $21,362 - $24,201
-499 Reduced 18.41%
2,211 $97,000
Q2 2018

Jul 17, 2018

BUY
$46.57 - $50.51 $22,772 - $24,699
489 Added 22.02%
2,710 $129,000
Q1 2018

Apr 12, 2018

BUY
$47.3 - $55.62 $1,419 - $1,668
30 Added 1.37%
2,221 $107,000
Q4 2017

Feb 09, 2018

BUY
$48.05 - $51.66 $105,277 - $113,187
2,191
2,191 $113,000

Others Institutions Holding HSBC

About HSBC HOLDINGS PLC


  • Ticker HSBC
  • Exchange OTC
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 3,993,609,984
  • Market Cap $186B
  • Description
  • HSBC Holdings plc provides banking and financial services worldwide. The company operates through Wealth and Personal Banking, Commercial Banking, and Global Banking and Markets segments. The Wealth and Personal Banking segment offers retail banking and wealth products, including current and savings accounts, mortgages and personal loans, credit...
More about HSBC
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