Capstone Investment Advisors’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $896K | Buy |
+8,552
| New | +$896K | ﹤0.01% | 419 |
|
|
2024
Q1 | – | Sell |
-3,710
| Closed | -$246K | – | 1400 |
|
|
2023
Q4 | $246K | Buy |
3,710
+243
| +7% | +$16.1K | ﹤0.01% | 776 |
|
|
2023
Q3 | $253K | Buy |
+3,467
| New | +$253K | ﹤0.01% | 865 |
|
|
2017
Q3 | – | Sell |
-13,600
| Closed | -$677K | – | 521 |
|
|
2017
Q2 | $677K | Buy |
+13,600
| New | +$677K | 0.02% | 312 |
|