ABLE Financial Group’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.71M | Buy |
25,845
+3,174
| +14% | +$333K | 0.65% | 37 |
|
|
2025
Q1 | $2M | Buy |
22,671
+946
| +4% | +$83.6K | 0.56% | 38 |
|
|
2024
Q4 | $2.08M | Buy |
21,725
+1,709
| +9% | +$164K | 0.62% | 37 |
|
|
2024
Q3 | $1.64M | Buy |
20,016
+2,692
| +16% | +$220K | 0.51% | 39 |
|
|
2024
Q2 | $1.49M | Buy |
17,324
+955
| +6% | +$82.3K | 0.54% | 39 |
|
|
2024
Q1 | $1.34M | Buy |
+16,369
| New | +$1.34M | 0.52% | 37 |
|