First Horizon 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
Q2 | $111K | Sell |
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|
2025
Q1 | $95.6K | Sell |
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|
2024
Q4 | $107K | Buy |
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|
2024
Q3 | $60.6K | Hold |
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|
2024
Q2 | $63.8K | Sell |
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|
2024
Q1 | $69.3K | Sell |
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|
2023
Q4 | $56.5K | Sell |
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|
2023
Q3 | $78.7K | Buy |
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|
2023
Q2 | $59.4K | Buy |
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|
2023
Q1 | $52.9K | Buy |
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|
2022
Q4 | $51.7K | Sell |
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|
2022
Q3 | $71K | Sell |
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|
2022
Q2 | $73K | Buy |
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|
2022
Q1 | $10K | Sell |
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|
2021
Q4 | $20K | Sell |
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|
2021
Q3 | $40K | Sell |
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|
2021
Q2 | $67K | Sell |
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|
2021
Q1 | $64K | Hold |
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|
2020
Q4 | $65K | Sell |
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|
2020
Q3 | $53K | Buy |
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|
2020
Q2 | $55K | Buy |
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|
2020
Q1 | $42K | Buy |
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|
2019
Q4 | $39K | Hold |
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|
2019
Q3 | $30K | Buy |
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|
2019
Q2 | $27K | Buy |
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