Shay Capital’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,900
| Closed | -$521K | – | 317 |
|
|
2025
Q1 | $521K | Buy |
5,900
+200
| +4% | +$17.7K | 0.08% | 100 |
|
|
2024
Q4 | $547K | Buy |
+5,700
| New | +$547K | 0.08% | 120 |
|
|
2024
Q1 | – | Sell |
-10,000
| Closed | -$663K | – | 314 |
|
|
2023
Q4 | $663K | Sell |
10,000
-16,250
| -62% | -$1.08M | 0.13% | 71 |
|
|
2023
Q3 | $1.92M | Buy |
26,250
+16,250
| +163% | +$1.19M | 0.27% | 40 |
|
|
2023
Q2 | $631K | Buy |
+10,000
| New | +$631K | 0.09% | 91 |
|
|
2023
Q1 | – | Sell |
-15,000
| Closed | -$925K | – | 328 |
|
|
2022
Q4 | $925K | Buy |
15,000
+5,000
| +50% | +$308K | 0.29% | 44 |
|
|
2022
Q3 | $672K | Sell |
10,000
-7,500
| -43% | -$504K | 0.15% | 83 |
|
|
2022
Q2 | $1.07M | Sell |
17,500
-2,500
| -13% | -$153K | 0.22% | 55 |
|
|
2022
Q1 | $1.35M | Buy |
+20,000
| New | +$1.35M | 0.17% | 56 |
|
|
2021
Q3 | – | Sell |
-5,000
| Closed | -$402K | – | 421 |
|
|
2021
Q2 | $402K | Buy |
+5,000
| New | +$402K | 0.05% | 201 |
|