Private Advisor Group’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $202K | Sell |
1,929
-1,109
| -37% | -$116K | ﹤0.01% | 2228 |
|
|
2025
Q1 | $268K | Buy |
3,038
+926
| +44% | +$81.8K | ﹤0.01% | 1932 |
|
|
2024
Q4 | $203K | Sell |
2,112
-432
| -17% | -$41.5K | ﹤0.01% | 2083 |
|
|
2024
Q3 | $208K | Buy |
+2,544
| New | +$208K | ﹤0.01% | 2190 |
|
|
2021
Q1 | – | Sell |
-5,185
| Closed | -$361K | – | 1908 |
|
|
2020
Q4 | $361K | Sell |
5,185
-888
| -15% | -$61.8K | ﹤0.01% | 1381 |
|
|
2020
Q3 | $312K | Sell |
6,073
-112
| -2% | -$5.75K | ﹤0.01% | 1242 |
|
|
2020
Q2 | $363K | Sell |
6,185
-50
| -0.8% | -$2.94K | 0.01% | 1141 |
|
|
2020
Q1 | $315K | Buy |
6,235
+200
| +3% | +$10.1K | 0.01% | 1052 |
|
|
2019
Q4 | $447K | Hold |
6,035
| – | – | 0.01% | 1104 |
|
|
2019
Q3 | $345K | Sell |
6,035
-1,193
| -17% | -$68.2K | 0.01% | 1213 |
|
|
2019
Q2 | $473K | Buy |
7,228
+483
| +7% | +$31.6K | 0.01% | 1073 |
|
|
2019
Q1 | $499K | Buy |
6,745
+2,229
| +49% | +$165K | 0.01% | 971 |
|
|
2018
Q4 | $269K | Sell |
4,516
-916
| -17% | -$54.6K | 0.01% | 1060 |
|
|
2018
Q3 | $513K | Buy |
+5,432
| New | +$513K | 0.01% | 981 |
|
|
2018
Q2 | – | Sell |
-3,800
| Closed | -$230K | – | 1363 |
|
|
2018
Q1 | $230K | Buy |
+3,800
| New | +$230K | 0.01% | 993 |
|
|
2017
Q4 | – | Sell |
-4,697
| Closed | -$241K | – | 1279 |
|
|
2017
Q3 | $241K | Buy |
+4,697
| New | +$241K | 0.01% | 1255 |
|