Lindbrook Capital’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $68K | Buy |
770
+20
| +3% | +$1.77K | 0.01% | 850 |
|
|
2024
Q4 | $72K | Buy |
750
+162
| +28% | +$15.5K | 0.01% | 667 |
|
|
2024
Q3 | $48.1K | Sell |
588
-177
| -23% | -$14.5K | ﹤0.01% | 838 |
|
|
2024
Q2 | $65.9K | Buy |
765
+67
| +10% | +$5.78K | 0.01% | 688 |
|
|
2024
Q1 | $57K | Buy |
698
+129
| +23% | +$10.5K | 0.01% | 735 |
|
|
2023
Q4 | $37.7K | Buy |
569
+111
| +24% | +$7.36K | ﹤0.01% | 866 |
|
|
2023
Q3 | $33.5K | Buy |
458
+111
| +32% | +$8.11K | ﹤0.01% | 825 |
|
|
2023
Q2 | $21.9K | Buy |
347
+45
| +15% | +$2.84K | ﹤0.01% | 1042 |
|
|
2023
Q1 | $17.7K | Sell |
302
-207
| -41% | -$12.2K | ﹤0.01% | 1131 |
|
|
2022
Q4 | $31.4K | Buy |
509
+5
| +1% | +$308 | ﹤0.01% | 861 |
|
|
2022
Q3 | $34K | Buy |
504
+132
| +35% | +$8.91K | 0.01% | 779 |
|
|
2022
Q2 | $23K | Buy |
372
+183
| +97% | +$11.3K | ﹤0.01% | 918 |
|
|
2022
Q1 | $13K | Buy |
189
+156
| +473% | +$10.7K | ﹤0.01% | 1187 |
|
|
2021
Q4 | $1K | Buy |
33
+4
| +14% | +$121 | ﹤0.01% | 1933 |
|
|
2021
Q3 | $2K | Buy |
29
+5
| +21% | +$345 | ﹤0.01% | 1545 |
|
|
2021
Q2 | $2K | Hold |
24
| – | – | ﹤0.01% | 1594 |
|
|
2021
Q1 | $2K | Hold |
24
| – | – | ﹤0.01% | 1546 |
|
|
2020
Q4 | $2K | Hold |
24
| – | – | ﹤0.01% | 1456 |
|
|
2020
Q3 | $1K | Hold |
24
| – | – | ﹤0.01% | 1565 |
|
|
2020
Q2 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 1567 |
|