Simplex Trading’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2K | Sell |
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|
2025
Q2 | $363K | Sell |
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|
2025
Q1 | $487K | Buy |
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|
2024
Q4 | $409K | Buy |
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|
2024
Q3 | $256K | Buy |
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|
2024
Q2 | – | Hold |
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|
2024
Q1 | – | Hold |
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|
2023
Q4 | – | Hold |
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|
2023
Q3 | – | Hold |
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|
2023
Q2 | – | Hold |
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|
2023
Q1 | – | Hold |
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|
2022
Q4 | – | Hold |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1.24M | Sell |
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|
2022
Q1 | $6.33M | Buy |
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|
2021
Q4 | $321K | Buy |
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|
2021
Q3 | – | Hold |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $379K | Sell |
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|
2020
Q4 | $429K | Sell |
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|
2020
Q3 | $856K | Buy |
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|
2020
Q2 | – | Hold |
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|
2020
Q1 | – | Hold |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $395K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $155K | Sell |
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|
2018
Q4 | $1.36M | Buy |
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|
2018
Q3 | $77K | Buy |
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|
2018
Q2 | $59K | Sell |
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|
2018
Q1 | $224K | Buy |
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|
2017
Q4 | $45K | Sell |
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|
2017
Q3 | $61K | Buy |
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|
2017
Q2 | $30K | Buy |
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|
2017
Q1 | – | Hold |
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|
2016
Q4 | – | Hold |
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|
2016
Q3 | – | Hold |
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|
2016
Q2 | – | Hold |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $155K | Buy |
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|
2015
Q3 | $1K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $35K | Buy |
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