HSBC HLDGS PLC

Ticker: HSBC CUSIP: 404280406 Class: ADR

UNITED CAPITAL FINANCIAL ADVISORS, LLC's Holding History (CIK: 0001463217)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 22,840 Value ($000) $1,797 Avg Close — Range —
Q3 2025
Shares 23,490 Value ($000) $1,667 Avg Close — Range —
Q2 2025
Shares 22,950 Value ($000) $1,395 Avg Close — Range —
Q1 2025
Shares 23,432 Value ($000) $1,346 Avg Close — Range —
Q4 2024
Shares 22,982 Value ($000) $1,137 Avg Close — Range —
Q3 2024
Shares 22,987 Value ($000) $1,039 Avg Close — Range —
Q2 2024
Shares 23,157 Value ($000) $1,007 Avg Close — Range —
Q1 2024
Shares 22,602 Value ($000) $890 Avg Close — Range —
Q4 2023
Shares 27,530 Value ($000) $1,116 Avg Close — Range —
Q4 2019
Shares 21,493 Value ($000) $840 Avg Close — Range —
Q3 2019
Shares 95,266 Value ($000) $3,646 Avg Close — Range —
Q2 2019
Shares 138,427 Value ($000) $5,778 Avg Close — Range —
Q1 2019
Shares 126,421 Value ($000) $5,130 Avg Close — Range —
Q4 2018
Shares 130,740 Value ($000) $5,375 Avg Close — Range —
Q3 2018
Shares 116,132 Value ($000) $5,109 Avg Close — Range —
Q2 2018
Shares 118,761 Value ($000) $5,575 Avg Close — Range —
Q1 2018
Shares 111,912 Value ($000) $5,335 Avg Close — Range —
Q4 2017
Shares 107,153 Value ($000) $5,533 Avg Close — Range —
Q3 2017
Shares 99,208 Value ($000) $4,902 Avg Close — Range —
Q2 2017
Shares 92,609 Value ($000) $4,296 Avg Close — Range —
Q1 2017
Shares 84,221 Value ($000) $3,438 Avg Close — Range —
Q4 2016
Shares 82,225 Value ($000) $3,304 Avg Close — Range —
Q3 2016
Shares 88,126 Value ($000) $3,314 Avg Close — Range —
Q2 2016
Shares 30,987 Value ($000) $961 Avg Close — Range —
Q1 2016
Shares 36,533 Value ($000) $1,137 Avg Close — Range —
Q4 2015
Shares 51,252 Value ($000) $2,023 Avg Close — Range —
Q3 2015
Shares 66,932 Value ($000) $2,535 Avg Close — Range —
Q2 2015
Shares 150,060 Value ($000) $6,724 Avg Close — Range —
Q1 2015
Shares 146,069 Value ($000) $7,249 Avg Close — Range —
Q4 2014
Shares 135,951 Value ($000) $6,421 Avg Close — Range —
Q3 2014
Shares 155,660 Value ($000) $7,920 Avg Close — Range —
Q2 2014
Shares 159,327 Value ($000) $8,094 Avg Close — Range —
Q1 2014
Shares 141,784 Value ($000) $7,207 Avg Close — Range —
Q4 2013
Shares 27,041 Value ($000) $1,491 Avg Close — Range —
Q3 2013
Shares 10,677 Value ($000) $579 Avg Close — Range —