LGT Financial Advisors’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-75
| Closed | -$7.2K | – | 500 |
|
|
2024
Q4 | $7.2K | Buy |
75
+14
| +23% | +$1.34K | 0.02% | 493 |
|
|
2024
Q3 | $4.99K | Hold |
61
| – | – | 0.01% | 534 |
|
|
2024
Q2 | $5.26K | Hold |
61
| – | – | 0.01% | 585 |
|
|
2024
Q1 | $4.98K | Hold |
61
| – | – | 0.01% | 628 |
|
|
2023
Q4 | $4.04K | Sell |
61
-6
| -9% | -$398 | ﹤0.01% | 674 |
|
|
2023
Q3 | $4.89K | Buy |
+67
| New | +$4.89K | 0.01% | 625 |
|