Shelton Capital Management’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $325K | Sell |
3,104
-73
| -2% | -$7.65K | 0.01% | 458 |
|
|
2025
Q1 | $281K | Sell |
3,177
-101
| -3% | -$8.93K | 0.01% | 496 |
|
|
2024
Q4 | $315K | Sell |
3,278
-162
| -5% | -$15.5K | 0.01% | 479 |
|
|
2024
Q3 | $282K | Sell |
3,440
-142
| -4% | -$11.6K | 0.01% | 533 |
|
|
2024
Q2 | $309K | Sell |
3,582
-160
| -4% | -$13.8K | 0.01% | 469 |
|
|
2024
Q1 | $305K | Hold |
3,742
| – | – | 0.01% | 511 |
|
|
2023
Q4 | $248K | Sell |
3,742
-430
| -10% | -$28.5K | 0.01% | 572 |
|
|
2023
Q3 | $305K | Hold |
4,172
| – | – | 0.01% | 461 |
|
|
2023
Q2 | $263K | Sell |
4,172
-191
| -4% | -$12.1K | 0.01% | 561 |
|
|
2023
Q1 | $256K | Hold |
4,363
| – | – | 0.01% | 549 |
|
|
2022
Q4 | $269K | Hold |
4,363
| – | – | 0.03% | 488 |
|
|
2022
Q3 | $293K | Hold |
4,363
| – | – | 0.01% | 454 |
|
|
2022
Q2 | $268K | Hold |
4,363
| – | – | 0.01% | 527 |
|
|
2022
Q1 | $294K | Buy |
+4,363
| New | +$294K | 0.01% | 553 |
|
|
2021
Q4 | – | Sell |
-4,363
| Closed | -$283K | – | 862 |
|
|
2021
Q3 | $283K | Hold |
4,363
| – | – | 0.01% | 577 |
|
|
2021
Q2 | $351K | Buy |
4,363
+234
| +6% | +$18.8K | 0.01% | 497 |
|
|
2021
Q1 | $281K | Hold |
4,129
| – | – | 0.01% | 579 |
|
|
2020
Q4 | $288K | Hold |
4,129
| – | – | 0.01% | 498 |
|
|
2020
Q3 | $212K | Hold |
4,129
| – | – | 0.01% | 657 |
|
|
2020
Q2 | $242K | Sell |
4,129
-374
| -8% | -$21.9K | 0.01% | 513 |
|
|
2020
Q1 | $228K | Buy |
4,503
+658
| +17% | +$33.3K | 0.02% | 493 |
|
|
2019
Q4 | $285K | Hold |
3,845
| – | – | 0.02% | 552 |
|
|
2019
Q3 | $220K | Hold |
3,845
| – | – | 0.01% | 702 |
|
|
2019
Q2 | $251K | Buy |
3,845
+3,561
| +1,254% | +$232K | 0.01% | 639 |
|
|
2019
Q1 | $3.85K | Sell |
284
-3,561
| -93% | -$48.2K | 0.02% | 643 |
|
|
2018
Q4 | $229K | Sell |
3,845
-1,425
| -27% | -$84.9K | 0.02% | 619 |
|
|
2018
Q3 | $498K | Buy |
5,270
+187
| +4% | +$17.7K | 0.03% | 357 |
|
|
2018
Q2 | $382K | Hold |
5,083
| – | – | 0.02% | 450 |
|
|
2018
Q1 | $308K | Buy |
+5,083
| New | +$308K | 0.02% | 542 |
|
|
2017
Q4 | – | Sell |
-4,248
| Closed | -$215K | – | 860 |
|
|
2017
Q3 | $215K | Sell |
4,248
-116
| -3% | -$5.87K | 0.01% | 751 |
|
|
2017
Q2 | $217K | Buy |
+4,364
| New | +$217K | 0.02% | 773 |
|