Stratos Wealth Partners’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,564
| Closed | -$246K | – | 1430 |
|
|
2024
Q4 | $246K | Sell |
2,564
-8
| -0.3% | -$768 | ﹤0.01% | 1251 |
|
|
2024
Q3 | $211K | Sell |
2,572
-60
| -2% | -$4.91K | ﹤0.01% | 1315 |
|
|
2024
Q2 | $227K | Buy |
2,632
+10
| +0.4% | +$862 | ﹤0.01% | 1219 |
|
|
2024
Q1 | $214K | Buy |
+2,622
| New | +$214K | ﹤0.01% | 1262 |
|
|
2023
Q3 | – | Sell |
-4,215
| Closed | -$266K | – | 1306 |
|
|
2023
Q2 | $266K | Buy |
4,215
+275
| +7% | +$17.4K | 0.01% | 1003 |
|
|
2023
Q1 | $231K | Sell |
3,940
-259
| -6% | -$15.2K | 0.01% | 985 |
|
|
2022
Q4 | $259K | Buy |
4,199
+5
| +0.1% | +$308 | 0.01% | 950 |
|
|
2022
Q3 | $282K | Sell |
4,194
-244
| -5% | -$16.4K | 0.01% | 889 |
|
|
2022
Q2 | $272K | Buy |
4,438
+5
| +0.1% | +$306 | 0.01% | 968 |
|
|
2022
Q1 | $299K | Buy |
+4,433
| New | +$299K | 0.01% | 986 |
|
|
2021
Q4 | – | Sell |
-4,264
| Closed | -$276K | – | 1276 |
|
|
2021
Q3 | $276K | Buy |
+4,264
| New | +$276K | 0.01% | 970 |
|
|
2018
Q4 | – | Sell |
-660
| Closed | -$62K | – | 1560 |
|
|
2018
Q3 | $62K | Buy |
+660
| New | +$62K | ﹤0.01% | 1357 |
|
|
2018
Q2 | – | Sell |
-200
| Closed | -$12K | – | 1685 |
|
|
2018
Q1 | $12K | Hold |
200
| – | – | ﹤0.01% | 2224 |
|
|
2017
Q4 | $9K | Buy |
+200
| New | +$9K | ﹤0.01% | 2201 |
|