IFP Advisors’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.1K | Buy |
44
+13
| +42% | +$2.97K | ﹤0.01% | 2917 |
|
|
2025
Q1 | $2.74K | Hold |
31
| – | – | ﹤0.01% | 3043 |
|
|
2024
Q4 | $2.98K | Buy |
31
+22
| +244% | +$2.11K | ﹤0.01% | 2964 |
|
|
2024
Q3 | $737 | Sell |
9
-14
| -61% | -$1.15K | ﹤0.01% | 3112 |
|
|
2024
Q2 | $1.98K | Hold |
23
| – | – | ﹤0.01% | 2818 |
|
|
2024
Q1 | $1.88K | Sell |
23
-791
| -97% | -$64.6K | ﹤0.01% | 2717 |
|
|
2023
Q4 | $54K | Buy |
+814
| New | +$54K | ﹤0.01% | 1516 |
|
|
2023
Q3 | – | Sell |
-30
| Closed | -$1.89K | – | 3420 |
|
|
2023
Q2 | $1.89K | Sell |
30
-32
| -52% | -$2.02K | ﹤0.01% | 2899 |
|
|
2023
Q1 | $4.72K | Sell |
62
-47
| -43% | -$3.58K | ﹤0.01% | 2591 |
|
|
2022
Q4 | $9K | Buy |
109
+62
| +132% | +$5.12K | ﹤0.01% | 3449 |
|
|
2022
Q3 | $4K | Hold |
47
| – | – | ﹤0.01% | 4124 |
|
|
2022
Q2 | $4K | Hold |
47
| – | – | ﹤0.01% | 3886 |
|
|
2022
Q1 | $4K | Buy |
47
+27
| +135% | +$2.3K | ﹤0.01% | 3886 |
|
|
2021
Q4 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 2972 |
|
|
2021
Q3 | – | Sell |
-2
| Closed | – | – | 3892 |
|
|
2021
Q2 | $0 | Buy |
+2
| New | – | ﹤0.01% | 3632 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3543 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3415 |
|
|
2020
Q3 | – | Sell |
-100
| Closed | -$6K | – | 3291 |
|
|
2020
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 1993 |
|
|
2020
Q1 | $6K | Sell |
100
-59
| -37% | -$3.54K | ﹤0.01% | 1969 |
|
|
2019
Q4 | $11K | Buy |
159
+39
| +33% | +$2.7K | ﹤0.01% | 1873 |
|
|
2019
Q3 | $7K | Buy |
+120
| New | +$7K | ﹤0.01% | 2213 |
|
|
2019
Q1 | $4K | Sell |
55
-174
| -76% | -$12.7K | ﹤0.01% | 1928 |
|
|
2018
Q4 | $13K | Buy |
229
+127
| +125% | +$7.21K | ﹤0.01% | 2326 |
|
|
2018
Q3 | $10K | Hold |
102
| – | – | ﹤0.01% | 2815 |
|
|
2018
Q2 | $8K | Sell |
102
-515
| -83% | -$40.4K | ﹤0.01% | 2987 |
|
|
2018
Q1 | $29K | Hold |
617
| – | – | ﹤0.01% | 2155 |
|
|
2017
Q4 | $29K | Sell |
617
-135
| -18% | -$6.35K | ﹤0.01% | 2150 |
|
|
2017
Q3 | $38K | Sell |
752
-476
| -39% | -$24.1K | ﹤0.01% | 2144 |
|
|
2017
Q2 | $61K | Buy |
1,228
+1,157
| +1,630% | +$57.5K | ﹤0.01% | 1816 |
|
|
2017
Q1 | $3K | Hold |
71
| – | – | ﹤0.01% | 3489 |
|
|
2016
Q4 | $3K | Hold |
71
| – | – | ﹤0.01% | 3490 |
|
|
2016
Q3 | $3K | Buy |
+71
| New | +$3K | ﹤0.01% | 3436 |
|
|
2016
Q2 | – | Sell |
-55
| Closed | -$4K | – | 3977 |
|
|
2016
Q1 | $4K | Buy |
+55
| New | +$4K | ﹤0.01% | 1928 |
|