LGT Financial Advisors’s HealthEquity HQY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$7.2K Buy
2024
Q3
$4.99K Hold
2024
Q2
$5.26K Hold
2024
Q1
$4.98K Hold
2023
Q4
$4.04K Sell
2023
Q3
$4.89K Buy