HSBC Holdings shares owned by IFP Advisors
Historical chart of IFP Advisors investment in HSBC Holdings
Tip: Access up to 7 years of quarterly data
All positions including HSBC Holdings held by IFP Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in HSBC Holdings by IFP Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $224k | 3.2k | 70.98 |
| 2025-06-30 | $212k | 3.5k | 60.79 |
| 2025-03-31 | $1.5M | 26k | 57.43 |
| 2024-12-31 | $1.3M | 27k | 49.46 |
| 2024-09-30 | $1.0M | 23k | 45.19 |
| 2024-06-30 | $938k | 22k | 43.50 |
| 2024-03-31 | $212k | 5.4k | 39.36 |
| 2023-12-31 | $75k | 1.8k | 40.54 |
| 2023-09-30 | $72k | 1.8k | 39.46 |
| 2023-06-30 | $51k | 1.0k | 49.28 |
| 2023-03-31 | $30k | 600 | 49.28 |
| 2022-12-31 | $470k | 8.8k | 53.46 |
| 2022-09-30 | $106k | 2.1k | 50.02 |
| 2022-06-30 | $53k | 1.0k | 50.72 |
| 2022-03-31 | $40k | 800 | 50.00 |
| 2021-12-31 | $24k | 800 | 30.00 |
| 2021-09-30 | $19k | 713 | 26.65 |
| 2021-06-30 | $6.0k | 213 | 28.17 |
| 2021-03-31 | $6.0k | 213 | 28.17 |
| 2020-12-31 | $5.0k | 213 | 23.47 |
| 2020-09-30 | $4.0k | 213 | 18.78 |
| 2020-06-30 | $5.0k | 213 | 23.47 |
| 2020-03-31 | $6.0k | 213 | 28.17 |
| 2019-12-31 | $83k | 2.1k | 39.62 |
| 2019-09-30 | $32k | 834 | 38.37 |
| 2019-03-31 | $20k | 482 | 41.49 |
| 2018-12-31 | $138k | 3.4k | 40.95 |
| 2018-09-30 | $252k | 5.7k | 44.03 |
| 2018-06-30 | $317k | 6.7k | 47.21 |
| 2018-03-31 | $391k | 7.6k | 51.66 |
| 2017-12-31 | $391k | 7.6k | 51.66 |
| 2017-09-30 | $517k | 11k | 49.45 |
| 2017-06-30 | $595k | 13k | 46.38 |
| 2017-03-31 | $474k | 12k | 40.81 |
| 2016-12-31 | $526k | 13k | 40.15 |
| 2016-09-30 | $477k | 13k | 37.62 |
| 2016-06-30 | $361k | 12k | 31.34 |
| 2016-03-31 | $364k | 12k | 31.15 |
| 2015-12-31 | $379k | 9.6k | 39.42 |