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Greenleaf Trust’s HealthEquity HQY Stock Holding History

Greenleaf Trust’s Portfolio HQY Stock Details HQY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$308K Buy
2,943
+536
+22% +$56.2K ﹤0.01% 623
2025
Q1 		$213K Buy
2,407
+175
+8% +$15.5K ﹤0.01% 751
2024
Q4 		$214K Buy
+2,232
New +$214K ﹤0.01% 761