Jones Financial Companies’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $321K | Buy |
3,061
+127
| +4% | +$13.3K | ﹤0.01% | 1461 |
|
|
2025
Q1 | $255K | Buy |
2,934
+1,649
| +128% | +$143K | ﹤0.01% | 1397 |
|
|
2024
Q4 | $123K | Buy |
1,285
+1,179
| +1,112% | +$113K | ﹤0.01% | 1547 |
|
|
2024
Q3 | $8.47K | Buy |
106
+75
| +242% | +$6K | ﹤0.01% | 2273 |
|
|
2024
Q2 | $2.67K | Buy |
+31
| New | +$2.67K | ﹤0.01% | 2097 |
|