Ifp Advisors, Inc Hsbc Holdings PLC Transaction History

Ifp Advisors, Inc

$2.91 Billion
Q4 2024

A detailed history of Ifp Advisors, Inc transactions in Hsbc Holdings PLC stock. As of the latest transaction made, Ifp Advisors, Inc holds 26,739 shares of HSBC stock, worth $1.5 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

26,739

Previous 22,822 17.16%

Holding current value

$1.5 Million

Previous $1.03 Million 28.23%

% of portfolio

0.05%

Previous 0.04%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$43.83 - $49.51 $171,682 - $193,930	3,917 Added 17.16%	26,739 $1.32 Million
Q3 2024 Feb 04, 2025	BUY	$40.42 - $45.91 $50,807 - $57,708	1,257 Added 5.83%	22,822 $1.03 Million
Q2 2024 Jul 30, 2024	BUY	$39.31 - $45.4 $635,642 - $734,118	16,170 Added 299.72%	21,565 $938,000
Q1 2024 Jul 30, 2024	BUY	$37.13 - $41.43 $131,662 - $146,910	3,546 Added 191.78%	5,395 $212,000
Q4 2023 Jan 09, 2024	BUY	$36.02 - $40.83 $792 - $898	22 Added 1.2%	1,849 $74,000
Q3 2023 Oct 12, 2023	BUY	$36.87 - $42.21 $29,495 - $33,768	800 Added 77.9%	1,827 $72,000
Q2 2023 Aug 04, 2023	BUY	$34.65 - $39.62 $14,795 - $16,917	427 Added 71.17%	1,027 $40,000
Q1 2023 Apr 18, 2023	SELL	$31.64 - $39.04 $259,194 - $319,815	-8,192 Reduced 93.18%	600 $20,000
Q4 2022 Feb 07, 2023	BUY	$24.91 - $31.2 $166,224 - $208,197	6,673 Added 314.91%	8,792 $470,000
Q3 2022 Nov 08, 2022	BUY	$6.31 - $33.44 $6,776 - $35,914	1,074 Added 102.78%	2,119 $106,000
Q2 2022 Sep 06, 2022	BUY	$29.55 - $34.97 $30,879 - $36,543	1,045 New	1,045 $53,000
Q2 2022 Aug 12, 2022	SELL	$29.55 - $34.97 $30,879 - $36,543	-1,045 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$30.45 - $38.25 $7,460 - $9,371	245 Added 30.63%	1,045 $35,000
Q4 2021 Jan 12, 2022	BUY	$26.1 - $30.72 $2,270 - $2,672	87 Added 12.2%	800 $24,000
Q3 2021 Oct 06, 2021	BUY	$24.53 - $29.18 $12,265 - $14,590	500 Added 234.74%	713 $19,000
Q1 2020 May 12, 2020	SELL	$28.01 - $39.37 $52,714 - $74,094	-1,882 Reduced 89.83%	213 $6,000
Q4 2019 Jan 17, 2020	BUY	$36.33 - $39.52 $45,812 - $49,834	1,261 Added 151.2%	2,095 $83,000
Q3 2019 Nov 07, 2019	BUY	$35.53 - $42.1 $12,506 - $14,819	352 Added 73.03%	834 $32,000
Q1 2019 May 15, 2019	SELL	$40.42 - $42.8 $116,732 - $123,606	-2,888 Reduced 85.7%	482 $20,000
Q4 2018 Jan 23, 2019	SELL	$38.57 - $44.2 $90,755 - $104,002	-2,353 Reduced 41.11%	3,370 $138,000
Q3 2018 Oct 25, 2018	SELL	$42.81 - $48.5 $42,424 - $48,063	-991 Reduced 14.76%	5,723 $0
Q2 2018 Aug 07, 2018	SELL	$46.57 - $50.51 $39,770 - $43,135	-854 Reduced 11.28%	6,714 $0
Q1 2018 Jun 03, 2019	SELL	$47.3 - $55.62 $7,473 - $8,787	-158 Reduced 2.05%	7,568 $391,000
Q1 2018 May 09, 2018	BUY	$47.3 - $55.62 $7,473 - $8,787	158 Added 2.09%	7,726 $0
Q4 2017 Jan 24, 2018	SELL	$48.05 - $51.66 $138,768 - $149,194	-2,888 Reduced 27.62%	7,568 $0
Q3 2017 Oct 30, 2017	SELL	$47.21 - $50.8 $111,982 - $120,497	-2,372 Reduced 18.49%	10,456 $517,000
Q2 2017 Jun 03, 2019	BUY	N/A	1,214 Added 10.45%	12,828 $595,000
Q1 2017 Jun 03, 2019	SELL	N/A	-1,488 Reduced 11.36%	11,614 $474,000
Q4 2016 Jun 03, 2019	BUY	N/A	1,584 Added 13.75%	13,102 $526,000
Q2 2016 Jun 03, 2019	BUY	N/A	11,036 Added 2289.63%	11,518 $361,000
Q1 2016 Jun 03, 2019	BUY	N/A	482	482 $20,000

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

Ticker HSBC
Exchange OTC
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 3,993,609,984
Market Cap $224B
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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