Simplex Trading’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $363K | Sell |
3,466
-2,051
| -37% | -$215K | ﹤0.01% | 710 |
|
|
2025
Q1 | $487K | Buy |
5,517
+1,244
| +29% | +$110K | ﹤0.01% | 569 |
|
|
2024
Q4 | $409K | Buy |
4,273
+1,137
| +36% | +$109K | ﹤0.01% | 715 |
|
|
2024
Q3 | $256K | Buy |
+3,136
| New | +$256K | ﹤0.01% | 809 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 3116 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 3076 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 3131 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 3027 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 3117 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 3082 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 3221 |
|
|
2022
Q3 | – | Sell |
-20,232
| Closed | -$1.24M | – | 3392 |
|
|
2022
Q2 | $1.24M | Sell |
20,232
-73,620
| -78% | -$4.52M | ﹤0.01% | 314 |
|
|
2022
Q1 | $6.33M | Buy |
93,852
+86,593
| +1,193% | +$5.84M | 0.01% | 102 |
|
|
2021
Q4 | $321K | Buy |
+7,259
| New | +$321K | ﹤0.01% | 954 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3209 |
|
|
2021
Q2 | – | Sell |
-5,585
| Closed | -$379K | – | 3289 |
|
|
2021
Q1 | $379K | Sell |
5,585
-578
| -9% | -$39.2K | ﹤0.01% | 806 |
|
|
2020
Q4 | $429K | Sell |
6,163
-10,507
| -63% | -$731K | ﹤0.01% | 708 |
|
|
2020
Q3 | $856K | Buy |
+16,670
| New | +$856K | ﹤0.01% | 371 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 2486 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 2504 |
|
|
2019
Q4 | – | Sell |
-6,917
| Closed | -$395K | – | 2382 |
|
|
2019
Q3 | $395K | Buy |
+6,917
| New | +$395K | ﹤0.01% | 451 |
|
|
2019
Q2 | – | Sell |
-2,097
| Closed | -$155K | – | 2258 |
|
|
2019
Q1 | $155K | Sell |
2,097
-20,793
| -91% | -$1.54M | ﹤0.01% | 733 |
|
|
2018
Q4 | $1.37M | Buy |
22,890
+22,073
| +2,702% | +$1.32M | ﹤0.01% | 154 |
|
|
2018
Q3 | $77K | Buy |
817
+19
| +2% | +$1.79K | ﹤0.01% | 1110 |
|
|
2018
Q2 | $59K | Sell |
798
-2,905
| -78% | -$215K | ﹤0.01% | 1191 |
|
|
2018
Q1 | $224K | Buy |
3,703
+2,724
| +278% | +$165K | 0.01% | 608 |
|
|
2017
Q4 | $45K | Sell |
979
-239
| -20% | -$11K | ﹤0.01% | 1231 |
|
|
2017
Q3 | $61K | Buy |
1,218
+610
| +100% | +$30.6K | ﹤0.01% | 999 |
|
|
2017
Q2 | $30K | Buy |
+608
| New | +$30K | ﹤0.01% | 1246 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 2240 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 2152 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 2084 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 2130 |
|
|
2016
Q1 | – | Sell |
-6,199
| Closed | -$155K | – | 2092 |
|
|
2015
Q4 | $155K | Buy |
6,199
+6,164
| +17,611% | +$154K | 0.01% | 566 |
|
|
2015
Q3 | $1K | Buy |
+35
| New | +$1K | ﹤0.01% | 1704 |
|
|
2015
Q2 | – | Sell |
-1,401
| Closed | -$35K | – | 2127 |
|
|
2015
Q1 | $35K | Buy |
+1,401
| New | +$35K | ﹤0.01% | 921 |
|