Level Four Advisory Services’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $416K | Buy |
3,972
+592
| +18% | +$62K | 0.02% | 569 |
|
|
2025
Q1 | $299K | Buy |
3,380
+644
| +24% | +$56.9K | 0.01% | 633 |
|
|
2024
Q4 | $263K | Buy |
2,736
+138
| +5% | +$13.2K | 0.01% | 654 |
|
|
2024
Q3 | $221K | Buy |
+2,598
| New | +$221K | 0.01% | 708 |
|
|
2023
Q4 | – | Sell |
-7,985
| Closed | -$583K | – | 812 |
|
|
2023
Q3 | $583K | Buy |
+7,985
| New | +$583K | 0.04% | 404 |
|