Orion Portfolio Solutions’s HealthEquity HQY Stock Holding History

Orion Portfolio Solutions’s Portfolio HQY Stock Details HQY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$290K	Buy
2024 Q4	$230K	Sell
2024 Q3	$267K	Sell
2024 Q2	$286K	Buy
2023 Q4	–	Sell
2023 Q3	$335K	Buy
2023 Q2	$209K	Buy
2020 Q3	–	Sell
2020 Q2	$5K	Buy
2020 Q1	–	Sell
2019 Q4	$13K	Buy