Principal Securities’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.54K | Buy |
72
+3
| +4% | +$314 | ﹤0.01% | 2740 |
|
|
2025
Q1 | $6.62K | Hold |
69
| – | – | ﹤0.01% | 2680 |
|
|
2024
Q4 | $6.62K | Buy |
69
+15
| +28% | +$1.44K | ﹤0.01% | 2677 |
|
|
2024
Q3 | $4.42K | Buy |
54
+14
| +35% | +$1.15K | ﹤0.01% | 2713 |
|
|
2024
Q2 | $3.45K | Buy |
40
+6
| +18% | +$517 | ﹤0.01% | 2758 |
|
|
2024
Q1 | $2.78K | Hold |
34
| – | – | ﹤0.01% | 2779 |
|
|
2023
Q4 | $2.25K | Buy |
+34
| New | +$2.25K | ﹤0.01% | 2778 |
|