AAS
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Avantax Advisory Services’s HealthEquity HQY Stock Holding History

Avantax Advisory Services’s Portfolio HQY Stock Details HQY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.07M Sell
10,191
-325
-3% -$34K 0.01% 1129
2025
Q1 		$929K Buy
10,516
+871
+9% +$77K 0.01% 1132
2024
Q4 		$925K Buy
9,645
+1,827
+23% +$175K 0.01% 1072
2024
Q3 		$640K Sell
7,818
-174
-2% -$14.2K ﹤0.01% 1256
2024
Q2 		$689K Buy
+7,992
New +$689K ﹤0.01% 1178