Orion Portfolio Solutions’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $290K | Buy |
3,280
+885
| +37% | +$78.2K | ﹤0.01% | 1646 |
|
|
2024
Q4 | $230K | Sell |
2,395
-865
| -27% | -$83K | ﹤0.01% | 1687 |
|
|
2024
Q3 | $267K | Sell |
3,260
-59
| -2% | -$4.83K | ﹤0.01% | 1574 |
|
|
2024
Q2 | $286K | Buy |
+3,319
| New | +$286K | ﹤0.01% | 1478 |
|
|
2023
Q4 | – | Sell |
-4,590
| Closed | -$335K | – | 1698 |
|
|
2023
Q3 | $335K | Buy |
4,590
+1,284
| +39% | +$93.8K | ﹤0.01% | 1336 |
|
|
2023
Q2 | $209K | Buy |
+3,306
| New | +$209K | ﹤0.01% | 1547 |
|
|
2020
Q3 | – | Sell |
-78
| Closed | -$5K | – | 1134 |
|
|
2020
Q2 | $5K | Buy |
+78
| New | +$5K | ﹤0.01% | 1477 |
|
|
2020
Q1 | – | Sell |
-175
| Closed | -$13K | – | 2067 |
|
|
2019
Q4 | $13K | Buy |
+175
| New | +$13K | ﹤0.01% | 916 |
|