TFC Financial 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
$524 Hold
5
﹤0.01% 667
2025
Q1
$442 Hold
5
﹤0.01% 666
2024
Q4
$480 Buy
+5
New +$480 ﹤0.01% 664