Group One Trading’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | – | – | 2769 |
|
|
2025
Q1 | – | Sell |
-512
| Closed | -$49.1K | – | 2698 |
|
|
2024
Q4 | $49.1K | Buy |
+512
| New | +$49.1K | ﹤0.01% | 1239 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 2331 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 2382 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 2424 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 2533 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 2564 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 2479 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 2457 |
|
|
2022
Q4 | – | Sell |
-1,169
| Closed | -$79K | – | 2525 |
|
|
2022
Q3 | $79K | Sell |
1,169
-3,976
| -77% | -$269K | ﹤0.01% | 1082 |
|
|
2022
Q2 | $316K | Buy |
5,145
+978
| +23% | +$60.1K | ﹤0.01% | 743 |
|
|
2022
Q1 | $281K | Sell |
4,167
-5,638
| -58% | -$380K | ﹤0.01% | 933 |
|
|
2021
Q4 | $434K | Buy |
+9,805
| New | +$434K | ﹤0.01% | 941 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 2561 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 2479 |
|
|
2021
Q1 | – | Sell |
-13,385
| Closed | -$933K | – | 2300 |
|
|
2020
Q4 | $933K | Buy |
13,385
+4,259
| +47% | +$297K | ﹤0.01% | 480 |
|
|
2020
Q3 | $469K | Buy |
9,126
+5,613
| +160% | +$288K | ﹤0.01% | 563 |
|
|
2020
Q2 | $206K | Buy |
+3,513
| New | +$206K | ﹤0.01% | 637 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 1743 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 1719 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 1678 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 1594 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 1560 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 1666 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 1703 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 1638 |
|
|
2018
Q1 | – | Sell |
-600
| Closed | -$28K | – | 1572 |
|
|
2017
Q4 | $28K | Buy |
600
+500
| +500% | +$23.3K | ﹤0.01% | 1045 |
|
|
2017
Q3 | $5K | Sell |
100
-900
| -90% | -$45K | ﹤0.01% | 1180 |
|
|
2017
Q2 | $50K | Buy |
+1,000
| New | +$50K | ﹤0.01% | 889 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 1503 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 1503 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 1433 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 1413 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 1418 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 1557 |
|
|
2015
Q3 | – | Hold |
0
| – | – | – | 1552 |
|
|
2015
Q2 | – | Sell |
-970
| Closed | -$24K | – | 1545 |
|
|
2015
Q1 | $24K | Sell |
970
-1,100
| -53% | -$27.2K | ﹤0.01% | 968 |
|
|
2014
Q4 | $53K | Buy |
+2,070
| New | +$53K | ﹤0.01% | 853 |
|