Red Tortoise LLC’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.9K | Hold |
190
| – | – | 0.01% | 176 |
|
|
2025
Q1 | $16.8K | Hold |
190
| – | – | 0.01% | 170 |
|
|
2024
Q4 | $18.2K | Hold |
190
| – | – | 0.01% | 173 |
|
|
2024
Q3 | $15.6K | Hold |
190
| – | – | 0.01% | 186 |
|
|
2024
Q2 | $16.4K | Hold |
190
| – | – | 0.01% | 176 |
|
|
2024
Q1 | $15.5K | Buy |
+190
| New | +$15.5K | 0.01% | 176 |
|