TownSquare Capital’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-22,344
| Closed | -$1.97M | – | 1051 |
|
|
2025
Q1 | $1.97M | Buy |
22,344
+1,498
| +7% | +$132K | 0.02% | 612 |
|
|
2024
Q4 | $2M | Sell |
20,846
-1,446
| -6% | -$139K | 0.02% | 573 |
|
|
2024
Q3 | $1.82M | Buy |
22,292
+839
| +4% | +$68.7K | 0.02% | 567 |
|
|
2024
Q2 | $1.85M | Sell |
21,453
-1,664
| -7% | -$143K | 0.03% | 523 |
|
|
2024
Q1 | $1.89M | Sell |
23,117
-1,797
| -7% | -$147K | 0.03% | 487 |
|
|
2023
Q4 | $1.65M | Sell |
24,914
-3,044
| -11% | -$202K | 0.03% | 461 |
|
|
2023
Q3 | $2.04M | Buy |
27,958
+1,613
| +6% | +$118K | 0.04% | 399 |
|
|
2023
Q2 | $1.66M | Sell |
26,345
-4,851
| -16% | -$306K | 0.03% | 425 |
|
|
2023
Q1 | $1.83M | Buy |
31,196
+2,965
| +11% | +$174K | 0.04% | 345 |
|
|
2022
Q4 | $1.74M | Buy |
28,231
+1,510
| +6% | +$93.1K | 0.04% | 335 |
|
|
2022
Q3 | $1.8M | Buy |
26,721
+1,165
| +5% | +$78.3K | 0.05% | 277 |
|
|
2022
Q2 | $1.57M | Buy |
25,556
+2,467
| +11% | +$151K | 0.04% | 286 |
|
|
2022
Q1 | $1.56M | Buy |
23,089
+6,731
| +41% | +$454K | 0.04% | 296 |
|
|
2021
Q4 | $723K | Sell |
16,358
-2,291
| -12% | -$101K | 0.02% | 409 |
|
|
2021
Q3 | $1.21M | Buy |
18,649
+7,187
| +63% | +$466K | 0.03% | 323 |
|
|
2021
Q2 | $926K | Buy |
11,462
+3,709
| +48% | +$300K | 0.03% | 336 |
|
|
2021
Q1 | $527K | Sell |
7,753
-2,247
| -22% | -$153K | 0.02% | 391 |
|
|
2020
Q4 | $697K | Hold |
10,000
| – | – | 0.03% | 338 |
|
|
2020
Q3 | $530K | Hold |
10,000
| – | – | 0.03% | 303 |
|
|
2020
Q2 | $579K | Hold |
10,000
| – | – | 0.04% | 264 |
|
|
2020
Q1 | $514K | Sell |
10,000
-70
| -0.7% | -$3.6K | 0.04% | 277 |
|
|
2019
Q4 | $746K | Hold |
10,070
| – | – | 0.06% | 219 |
|
|
2019
Q3 | $617K | Hold |
10,070
| – | – | 0.05% | 261 |
|
|
2019
Q2 | $795K | Sell |
10,070
-600
| -6% | -$47.4K | 0.08% | 198 |
|
|
2019
Q1 | $789K | Hold |
10,670
| – | – | 0.06% | 208 |
|
|
2018
Q4 | $694K | Buy |
+10,670
| New | +$694K | 0.09% | 173 |
|