Dakota Wealth Management’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $297K | Buy |
2,833
+39
| +1% | +$4.09K | 0.01% | 621 |
|
|
2025
Q1 | $247K | Sell |
2,794
-49
| -2% | -$4.33K | 0.01% | 666 |
|
|
2024
Q4 | $273K | Buy |
2,843
+43
| +2% | +$4.13K | 0.01% | 636 |
|
|
2024
Q3 | $229K | Sell |
2,800
-338
| -11% | -$27.7K | 0.01% | 652 |
|
|
2024
Q2 | $270K | Buy |
3,138
+135
| +4% | +$11.6K | 0.01% | 601 |
|
|
2024
Q1 | $245K | Sell |
3,003
-264
| -8% | -$21.6K | 0.01% | 625 |
|
|
2023
Q4 | $217K | Buy |
+3,267
| New | +$217K | 0.01% | 588 |
|