Eagle Bay Advisors’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 |
-78
| Closed | -$7.48K | – | 496 |
|
|
2024
Q4 | $7.48K | Buy |
78
+13
| +20% | +$1.25K | ﹤0.01% | 612 |
|
|
2024
Q3 | $5.32K | Sell |
65
-38
| -37% | -$3.11K | ﹤0.01% | 987 |
|
|
2024
Q2 | $8.88K | Sell |
103
-63
| -38% | -$5.43K | 0.01% | 582 |
|
|
2024
Q1 | $13.6K | Sell |
166
-31
| -16% | -$2.53K | 0.01% | 509 |
|
|
2023
Q4 | $13.1K | Sell |
197
-1,373
| -87% | -$91.1K | 0.01% | 475 |
|
|
2023
Q3 | $115K | Buy |
1,570
+377
| +32% | +$27.5K | 0.05% | 225 |
|
|
2023
Q2 | $75.3K | Sell |
1,193
-98
| -8% | -$6.19K | 0.04% | 284 |
|
|
2023
Q1 | $75.8K | Buy |
1,291
+48
| +4% | +$2.82K | 0.04% | 305 |
|
|
2022
Q4 | $76.6K | Buy |
1,243
+107
| +9% | +$6.6K | 0.04% | 293 |
|
|
2022
Q3 | $77K | Buy |
1,136
+28
| +3% | +$1.9K | 0.05% | 250 |
|
|
2022
Q2 | $68K | Buy |
1,108
+642
| +138% | +$39.4K | 0.04% | 287 |
|
|
2022
Q1 | $31K | Sell |
466
-140
| -23% | -$9.31K | 0.03% | 194 |
|
|
2021
Q4 | $27K | Buy |
606
+42
| +7% | +$1.87K | 0.02% | 496 |
|
|
2021
Q3 | $36K | Buy |
564
+40
| +8% | +$2.55K | 0.02% | 460 |
|
|
2021
Q2 | $45K | Buy |
+524
| New | +$45K | 0.04% | 366 |
|