Legato Capital Management’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $752K | Hold |
7,180
| – | – | 0.09% | 351 |
|
|
2025
Q1 | $634K | Sell |
7,180
-930
| -11% | -$82.2K | 0.09% | 379 |
|
|
2024
Q4 | $778K | Buy |
+8,110
| New | +$778K | 0.1% | 349 |
|
|
2024
Q3 | – | Sell |
-2,780
| Closed | -$240K | – | 597 |
|
|
2024
Q2 | $240K | Sell |
2,780
-3,755
| -57% | -$324K | 0.03% | 509 |
|
|
2024
Q1 | $533K | Buy |
+6,535
| New | +$533K | 0.06% | 427 |
|
|
2023
Q4 | – | Sell |
-10,475
| Closed | -$765K | – | 593 |
|
|
2023
Q3 | $765K | Buy |
+10,475
| New | +$765K | 0.11% | 300 |
|