Sowell Financial Services’s HealthEquity HQY Stock Holding History

Sowell Financial Services’s Portfolio HQY Stock Details HQY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$233K	Buy
2021 Q2	–	Sell
2021 Q1	$4K	Sell
2020 Q4	$7K	Buy
2020 Q3	$4K	Sell
2020 Q2	$10K	Hold
2020 Q1	$8K	Hold
2019 Q4	$12K	Sell
2019 Q3	$13K	Buy
2017 Q1	–	Sell
2016 Q4	$203K	Buy