First Horizon Advisors’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $111K | Sell |
1,064
-18
| -2% | -$1.89K | ﹤0.01% | 679 |
|
|
2025
Q1 | $95.6K | Sell |
1,082
-33
| -3% | -$2.92K | ﹤0.01% | 687 |
|
|
2024
Q4 | $107K | Buy |
1,115
+375
| +51% | +$36K | ﹤0.01% | 671 |
|
|
2024
Q3 | $60.6K | Hold |
740
| – | – | ﹤0.01% | 901 |
|
|
2024
Q2 | $63.8K | Sell |
740
-109
| -13% | -$9.4K | ﹤0.01% | 827 |
|
|
2024
Q1 | $69.3K | Sell |
849
-3
| -0.4% | -$245 | ﹤0.01% | 811 |
|
|
2023
Q4 | $56.5K | Sell |
852
-225
| -21% | -$14.9K | ﹤0.01% | 875 |
|
|
2023
Q3 | $78.7K | Buy |
1,077
+136
| +14% | +$9.94K | ﹤0.01% | 698 |
|
|
2023
Q2 | $59.4K | Buy |
941
+40
| +4% | +$2.53K | ﹤0.01% | 815 |
|
|
2023
Q1 | $52.9K | Buy |
901
+63
| +8% | +$3.7K | ﹤0.01% | 858 |
|
|
2022
Q4 | $51.7K | Sell |
838
-216
| -20% | -$13.3K | ﹤0.01% | 844 |
|
|
2022
Q3 | $71K | Sell |
1,054
-148
| -12% | -$9.97K | ﹤0.01% | 717 |
|
|
2022
Q2 | $73K | Buy |
1,202
+1,052
| +701% | +$63.9K | ﹤0.01% | 791 |
|
|
2022
Q1 | $10K | Sell |
150
-310
| -67% | -$20.7K | ﹤0.01% | 1095 |
|
|
2021
Q4 | $20K | Sell |
460
-173
| -27% | -$7.52K | ﹤0.01% | 1277 |
|
|
2021
Q3 | $40K | Sell |
633
-203
| -24% | -$12.8K | ﹤0.01% | 997 |
|
|
2021
Q2 | $67K | Sell |
836
-106
| -11% | -$8.5K | ﹤0.01% | 674 |
|
|
2021
Q1 | $64K | Hold |
942
| – | – | ﹤0.01% | 650 |
|
|
2020
Q4 | $65K | Sell |
942
-100
| -10% | -$6.9K | ﹤0.01% | 523 |
|
|
2020
Q3 | $53K | Buy |
1,042
+90
| +9% | +$4.58K | ﹤0.01% | 528 |
|
|
2020
Q2 | $55K | Buy |
952
+103
| +12% | +$5.95K | ﹤0.01% | 498 |
|
|
2020
Q1 | $42K | Buy |
849
+310
| +58% | +$15.3K | ﹤0.01% | 522 |
|
|
2019
Q4 | $39K | Hold |
539
| – | – | ﹤0.01% | 633 |
|
|
2019
Q3 | $30K | Buy |
539
+112
| +26% | +$6.23K | ﹤0.01% | 703 |
|
|
2019
Q2 | $27K | Buy |
+427
| New | +$27K | ﹤0.01% | 766 |
|