Farther Finance Advisors’s HealthEquity HQY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$37.1K Buy
2025
Q2
$25.8K Buy
2025
Q1
$6.44K Buy
2024
Q4
$6.81K Sell
2024
Q3
$24K Buy
2024
Q2
$4.85K Buy
2024
Q1
$2.86K Buy
2023
Q4
$2.12K Buy
2023
Q3
$1.53K Buy
2023
Q2
$631 Buy