AGF Management’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-135,857
| Closed | -$13M | – | 692 |
|
|
2024
Q4 | $13M | Buy |
135,857
+4,819
| +4% | +$462K | 0.06% | 178 |
|
|
2024
Q3 | $10.7M | Buy |
131,038
+101,793
| +348% | +$8.33M | 0.05% | 206 |
|
|
2024
Q2 | $2.52M | Buy |
29,245
+1,985
| +7% | +$171K | 0.01% | 349 |
|
|
2024
Q1 | $2.23M | Sell |
27,260
-14,761
| -35% | -$1.2M | 0.01% | 463 |
|
|
2023
Q4 | $2.79M | Sell |
42,021
-2,745
| -6% | -$182K | 0.02% | 436 |
|
|
2023
Q3 | $3.27M | Sell |
44,766
-16,083
| -26% | -$1.17M | 0.02% | 305 |
|
|
2023
Q2 | $3.84M | Buy |
60,849
+7,735
| +15% | +$488K | 0.03% | 302 |
|
|
2023
Q1 | $3.12M | Sell |
53,114
-159,441
| -75% | -$9.36M | 0.02% | 431 |
|
|
2022
Q4 | $13.1M | Buy |
+212,555
| New | +$13.1M | 0.1% | 169 |
|