Forest Hill Capital’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.1M | Sell |
29,576
-4,500
| -13% | -$471K | 2.2% | 10 |
|
|
2025
Q1 | $3.01M | Buy |
34,076
+4,000
| +13% | +$353K | 2.25% | 8 |
|
|
2024
Q4 | $2.89M | Sell |
30,076
-7,500
| -20% | -$720K | 2.23% | 12 |
|
|
2024
Q3 | $3.08M | Buy |
37,576
+5,900
| +19% | +$483K | 2.33% | 10 |
|
|
2024
Q2 | $2.73M | Hold |
31,676
| – | – | 2.25% | 12 |
|
|
2024
Q1 | $2.59M | Buy |
31,676
+1,200
| +4% | +$98K | 2.23% | 11 |
|
|
2023
Q4 | $2.02M | Buy |
+30,476
| New | +$2.02M | 1.06% | 29 |
|