HBC Financial Services, PLLC historic quarter change: USA Everything Else, Added
In partnership units, exchange-traded notes and anything else (listed in the US), over 4 quarters from 2023-12-31 to 2024-12-31, HBC Financial Services, PLLC opened 4 positions, added to 7, reduced 4 and sold out of 8.
- Q4 2024: Stock Realty Income Corp; Country of operation United States; Class Stock; Shares before 185.
- Q4 2024: Stock BlackRock Inc; Country of operation United States; Class Stock; Shares before 44.
- Q4 2024: Stock Arista Networks Inc; Country of operation United States; Class Stock; Shares before 5.
- Q3 2024: Stock Brookfield Infrastructure Corp Ordinary Shares - Class A (Subordinate Share; Country of operation —; Class Stock; Shares before 1,200.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1802872), 4 quarters: Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-16); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-07); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-07); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-06). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2019-12-31.
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