Toth Financial Advisory’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.4K | Hold |
290
| – | – | ﹤0.01% | 380 |
|
|
2025
Q1 | $25.6K | Hold |
290
| – | – | ﹤0.01% | 369 |
|
|
2024
Q4 | $27.8K | Hold |
290
| – | – | ﹤0.01% | 362 |
|
|
2024
Q3 | $23.7K | Sell |
290
-3,360
| -92% | -$275K | ﹤0.01% | 363 |
|
|
2024
Q2 | $315K | Buy |
+3,650
| New | +$315K | 0.04% | 183 |
|
|
2019
Q3 | – | Sell |
-100
| Closed | -$7K | – | 481 |
|
|
2019
Q2 | $7K | Hold |
100
| – | – | ﹤0.01% | 335 |
|
|
2019
Q1 | $7K | Buy |
+100
| New | +$7K | ﹤0.01% | 317 |
|