Cornercap Investment Counsel’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,405
| Closed | -$711K | – | 289 |
|
|
2024
Q4 | $711K | Hold |
7,405
| – | – | 0.23% | 130 |
|
|
2024
Q3 | $606K | Sell |
7,405
-9,799
| -57% | -$802K | 0.18% | 183 |
|
|
2024
Q2 | $1.48M | Sell |
17,204
-143
| -0.8% | -$12.3K | 0.24% | 108 |
|
|
2024
Q1 | $1.42M | Buy |
17,347
+154
| +0.9% | +$12.6K | 0.22% | 124 |
|
|
2023
Q4 | $1.14M | Buy |
17,193
+8,120
| +89% | +$538K | 0.19% | 176 |
|
|
2023
Q3 | $663K | Sell |
9,073
-189
| -2% | -$13.8K | 0.12% | 338 |
|
|
2023
Q2 | $585K | Buy |
+9,262
| New | +$585K | 0.1% | 355 |
|