Harbor Investment Advisory’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $97.1K | Hold |
927
| – | – | 0.01% | 493 |
|
|
2025
Q1 | $81.9K | Hold |
927
| – | – | 0.01% | 515 |
|
|
2024
Q4 | $88.9K | Hold |
927
| – | – | 0.01% | 476 |
|
|
2024
Q3 | $75.9K | Hold |
927
| – | – | 0.01% | 514 |
|
|
2024
Q2 | $79.9K | Sell |
927
-240
| -21% | -$20.7K | 0.01% | 490 |
|
|
2024
Q1 | $95.3K | Hold |
1,167
| – | – | 0.01% | 455 |
|
|
2023
Q4 | $77.4K | Hold |
1,167
| – | – | 0.01% | 470 |
|
|
2023
Q3 | $85.2K | Hold |
1,167
| – | – | 0.01% | 430 |
|
|
2023
Q2 | $73.7K | Hold |
1,167
| – | – | 0.01% | 588 |
|
|
2023
Q1 | $68.5K | Hold |
1,167
| – | – | 0.01% | 614 |
|
|
2022
Q4 | $71.9K | Sell |
1,167
-196
| -14% | -$12.1K | 0.01% | 578 |
|
|
2022
Q3 | $92K | Hold |
1,363
| – | – | 0.02% | 493 |
|
|
2022
Q2 | $84K | Sell |
1,363
-245
| -15% | -$15.1K | 0.01% | 546 |
|
|
2022
Q1 | $108K | Buy |
1,608
+102
| +7% | +$6.85K | 0.01% | 516 |
|
|
2021
Q4 | $67K | Sell |
1,506
-409
| -21% | -$18.2K | 0.01% | 657 |
|
|
2021
Q3 | $124K | Buy |
1,915
+1,315
| +219% | +$85.1K | 0.02% | 473 |
|
|
2021
Q2 | $48K | Buy |
600
+400
| +200% | +$32K | 0.01% | 715 |
|
|
2021
Q1 | $14K | Buy |
+200
| New | +$14K | ﹤0.01% | 920 |
|
|
2020
Q4 | – | Sell |
-500
| Closed | -$26K | – | 1214 |
|
|
2020
Q3 | $26K | Sell |
500
-2,070
| -81% | -$108K | 0.01% | 663 |
|
|
2020
Q2 | $151K | Sell |
2,570
-50
| -2% | -$2.94K | 0.03% | 296 |
|
|
2020
Q1 | $133K | Hold |
2,620
| – | – | 0.04% | 275 |
|
|
2019
Q4 | $194K | Buy |
+2,620
| New | +$194K | 0.04% | 248 |
|