Beck Bode LLC’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $605K | Buy |
5,771
+396
| +7% | +$41.5K | 0.1% | 67 |
|
|
2025
Q1 | $475K | Sell |
5,375
-3,473
| -39% | -$307K | 0.09% | 79 |
|
|
2024
Q4 | $849K | Sell |
8,848
-99
| -1% | -$9.5K | 0.16% | 73 |
|
|
2024
Q3 | $732K | Sell |
8,947
-102
| -1% | -$8.35K | 0.14% | 81 |
|
|
2024
Q2 | $780K | Sell |
9,049
-25,059
| -73% | -$2.16M | 0.16% | 84 |
|
|
2024
Q1 | $2.78M | Sell |
34,108
-5,490
| -14% | -$448K | 0.57% | 50 |
|
|
2023
Q4 | $2.63M | Sell |
39,598
-1,864
| -4% | -$124K | 0.59% | 54 |
|
|
2023
Q3 | $3.03M | Sell |
41,462
-775
| -2% | -$56.6K | 0.77% | 44 |
|
|
2023
Q2 | $2.66M | Sell |
42,237
-4,578
| -10% | -$288K | 0.65% | 53 |
|
|
2023
Q1 | $2.75M | Buy |
46,815
+1,155
| +3% | +$67.8K | 0.68% | 51 |
|
|
2022
Q4 | $2.81M | Buy |
45,660
+21,735
| +91% | +$1.34M | 0.63% | 55 |
|
|
2022
Q3 | $1.61M | Buy |
23,925
+11,797
| +97% | +$792K | 0.35% | 73 |
|
|
2022
Q2 | $745K | Sell |
12,128
-1,133
| -9% | -$69.6K | 0.16% | 106 |
|
|
2022
Q1 | $894K | Buy |
+13,261
| New | +$894K | 0.2% | 76 |
|