City Center Advisors 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 | – | Sell |
-2,836
| Closed | -$251K | – | 177 |
|
|
2025
Q1 | $251K | Sell |
2,836
-990
| -26% | -$87.5K | 0.29% | 120 |
|
|
2024
Q4 | $367K | Sell |
3,826
-98
| -2% | -$9.4K | 0.41% | 84 |
|
|
2024
Q3 | $321K | Buy |
3,924
+37
| +1% | +$3.03K | 0.36% | 106 |
|
|
2024
Q2 | $317K | Hold |
3,887
| – | – | 0.37% | 105 |
|
|
2024
Q1 | $317K | Buy |
+3,887
| New | +$317K | 0.37% | 105 |
|