Global Financial Private Client’s HealthEquity HQY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-244
Closed -$21.6K 823
2025
Q1
$21.6K Buy
244
+241
+8,033% +$21.3K 0.01% 436
2024
Q4
$288 Buy
+3
New +$288 ﹤0.01% 1138