Parkside Financial Bank & Trust’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.4K | Buy |
176
+53
| +43% | +$5.55K | ﹤0.01% | 1266 |
|
|
2025
Q1 | $10.9K | Buy |
123
+112
| +1,018% | +$9.9K | ﹤0.01% | 1372 |
|
|
2024
Q4 | $1.06K | Buy |
+11
| New | +$1.06K | ﹤0.01% | 1727 |
|
|
2018
Q4 | – | Sell |
-40
| Closed | -$4K | – | 1496 |
|
|
2018
Q3 | $4K | Hold |
40
| – | – | ﹤0.01% | 947 |
|
|
2018
Q2 | $3K | Hold |
40
| – | – | ﹤0.01% | 972 |
|
|
2018
Q1 | $2K | Buy |
40
+15
| +60% | +$750 | ﹤0.01% | 1013 |
|
|
2017
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 1135 |
|
|
2017
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 1135 |
|
|
2017
Q2 | $1K | Sell |
25
-345
| -93% | -$13.8K | ﹤0.01% | 1148 |
|
|
2017
Q1 | $16K | Buy |
370
+4
| +1% | +$173 | 0.01% | 589 |
|
|
2016
Q4 | $15K | Buy |
366
+21
| +6% | +$861 | 0.01% | 595 |
|
|
2016
Q3 | $13K | Sell |
345
-445
| -56% | -$16.8K | 0.01% | 657 |
|
|
2016
Q2 | $24K | Buy |
+790
| New | +$24K | 0.01% | 505 |
|