Sequoia Financial Advisors, LLC Hsbc Holdings PLC Transaction History

Sequoia Financial Advisors, LLC

  • $11.5 Billion
  • Q4 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Hsbc Holdings PLC stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 54,815 shares of HSBC stock, worth $3.12 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
54,815
Previous 53,240 2.96%
Holding current value
$3.12 Million
Previous $2.41 Million 12.72%
% of portfolio
0.02%
Previous 0.03%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$43.83 - $49.51 $69,032 - $77,978
1,575 Added 2.96%
54,815 $2.71 Million
Q3 2024

Oct 21, 2024
BUY
$40.42 - $45.91 $1.09 Million - $1.24 Million
27,002 Added 102.91%
53,240 $2.41 Million
Q2 2024

Jul 15, 2024
BUY
$39.31 - $45.4 $8,294 - $9,579
211 Added 0.81%
26,238 $1.14 Million
Q1 2024

Apr 30, 2024
SELL
$37.13 - $41.43 $8,502 - $9,487
-229 Reduced 0.87%
26,027 $1.02 Million
Q4 2023

Jan 25, 2024
BUY
$36.02 - $40.83 $98,118 - $111,220
2,724 Added 11.58%
26,256 $1.06 Million
Q3 2023

Nov 08, 2023
BUY
$36.87 - $42.21 $1,401 - $1,603
38 Added 0.16%
23,532 $928,000
Q2 2023

Aug 08, 2023
BUY
$34.65 - $39.62 $130,491 - $149,208
3,766 Added 19.09%
23,494 $930,000
Q1 2023

Apr 24, 2023
BUY
$31.64 - $39.04 $62,046 - $76,557
1,961 Added 11.04%
19,728 $673,000
Q4 2022

Jan 17, 2023
BUY
$24.91 - $31.2 $160,918 - $201,552
6,460 Added 57.13%
17,767 $0
Q3 2022

Oct 26, 2022
SELL
$6.31 - $33.44 $18,008 - $95,437
-2,854 Reduced 20.15%
11,307 $295,000
Q2 2022

Jul 22, 2022
BUY
$29.55 - $34.97 $71,245 - $84,312
2,411 Added 20.52%
14,161 $463,000
Q1 2022

May 13, 2022
BUY
$30.45 - $38.25 $115,527 - $145,120
3,794 Added 47.69%
11,750 $402,000
Q4 2021

Feb 11, 2022
BUY
$26.1 - $30.72 $207,651 - $244,408
7,956 New
7,956 $240,000
Q1 2020

May 11, 2020
SELL
$28.01 - $39.37 $243,266 - $341,928
-8,685 Closed
0 $0
Q4 2019

Feb 13, 2020
BUY
$36.33 - $39.52 $315,526 - $343,231
8,685 New
8,685 $340,000
Q3 2019

Oct 22, 2019
SELL
$35.53 - $42.1 $189,232 - $224,224
-5,326 Closed
0 $0
Q2 2019

Jul 31, 2019
BUY
$40.64 - $44.7 $216,448 - $238,072
5,326 New
5,326 $222,000

Others Institutions Holding HSBC

# of Institutions
523
Shares Held
51.4M
Call Options Held
2.33M
Put Options Held
1.77M
View Full List

About HSBC HOLDINGS PLC

HSBC Quotes by TradingView
  • Ticker HSBC
  • Exchange OTC
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 3,993,609,984
  • Market Cap $227B
  • 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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