HSBC Holdings shares owned by Legacy Financial Advisors
Quarter-by-quarter ownership of HSBC Holdings (HSBC) shares owned by Legacy Financial Advisors
from 13F filings
Historical chart of Legacy Financial Advisors investment in HSBC Holdings
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Quarterly reported holdings in HSBC Holdings by Legacy Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $855k | 17k | 49.46 |
| 2024-09-30 | $756k | 17k | 45.19 |
| 2024-06-30 | $713k | 16k | 43.50 |
| 2024-03-31 | $613k | 16k | 39.36 |
| 2023-12-31 | $617k | 15k | 40.54 |
| 2023-09-30 | $526k | 13k | 39.46 |
| 2023-06-30 | $504k | 13k | 39.62 |
| 2023-03-31 | $390k | 11k | 34.13 |
| 2022-12-31 | $240k | 7.7k | 31.16 |
| 2022-06-30 | $212k | 6.5k | 32.73 |
| 2019-03-31 | $179k | 4.4k | 40.56 |
| 2018-12-31 | $149k | 3.6k | 40.98 |
| 2018-09-30 | $97k | 2.2k | 43.87 |
| 2018-06-30 | $129k | 2.7k | 47.60 |
| 2018-03-31 | $107k | 2.2k | 48.18 |
| 2017-12-31 | $113k | 2.2k | 51.57 |