Graham Capital Management’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $303K | Buy |
+2,892
| New | +$303K | ﹤0.01% | 952 |
|
|
2024
Q4 | – | Sell |
-4,750
| Closed | -$389K | – | 1310 |
|
|
2024
Q3 | $389K | Buy |
+4,750
| New | +$389K | 0.01% | 676 |
|
|
2024
Q2 | – | Sell |
-17,668
| Closed | -$1.44M | – | 1150 |
|
|
2024
Q1 | $1.44M | Sell |
17,668
-43,934
| -71% | -$3.59M | 0.03% | 295 |
|
|
2023
Q4 | $4.08M | Buy |
+61,602
| New | +$4.08M | 0.09% | 105 |
|