XTX Topco’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.02M | Buy |
+19,304
| New | +$2.02M | 0.08% | 326 |
|
|
2025
Q1 | – | Sell |
-4,500
| Closed | -$432K | – | 2680 |
|
|
2024
Q4 | $432K | Buy |
+4,500
| New | +$432K | 0.04% | 889 |
|
|
2023
Q4 | – | Sell |
-10,535
| Closed | -$770K | – | 1800 |
|
|
2023
Q3 | $770K | Buy |
+10,535
| New | +$770K | 0.13% | 186 |
|
|
2023
Q1 | – | Sell |
-4,914
| Closed | -$303K | – | 1447 |
|
|
2022
Q4 | $303K | Buy |
4,914
+1,163
| +31% | +$71.7K | 0.06% | 576 |
|
|
2022
Q3 | $252K | Buy |
+3,751
| New | +$252K | 0.06% | 615 |
|
|
2021
Q4 | – | Sell |
-7,813
| Closed | -$506K | – | 824 |
|
|
2021
Q3 | $506K | Buy |
7,813
+835
| +12% | +$54.1K | 0.17% | 187 |
|
|
2021
Q2 | $562K | Buy |
+6,978
| New | +$562K | 0.19% | 144 |
|