KAS
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Kestra Advisory Services’s HealthEquity HQY Stock Holding History

Kestra Advisory Services’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
Q1 		– Sell
-25,546
Closed -$2.45M – 2811
2024
Q4 		$2.45M Buy
25,546
+5,650
+28% +$542K 0.01% 898
2024
Q3 		$1.63M Buy
+19,896
New +$1.63M 0.01% 1068