Cetera Investment Advisers’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $826K | Buy |
7,881
+2,621
| +50% | +$275K | ﹤0.01% | 2547 |
|
|
2025
Q1 | $465K | Buy |
5,260
+1,688
| +47% | +$149K | ﹤0.01% | 2906 |
|
|
2024
Q4 | $343K | Buy |
3,572
+225
| +7% | +$21.6K | ﹤0.01% | 2996 |
|
|
2024
Q3 | $274K | Sell |
3,347
-3,106
| -48% | -$254K | ﹤0.01% | 3146 |
|
|
2024
Q2 | $556K | Buy |
6,453
+3,044
| +89% | +$262K | ﹤0.01% | 2504 |
|
|
2024
Q1 | $278K | Buy |
+3,409
| New | +$278K | ﹤0.01% | 3110 |
|