Yousif Capital Management’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.64M | Sell |
|
|||||
|
2025
Q2 | $3.15M | Sell |
|
|||||
|
2025
Q1 | $2.73M | Sell |
|
|||||
|
2024
Q4 | $3.05M | Sell |
|
|||||
|
2024
Q3 | $2.7M | Sell |
|
|||||
|
2024
Q2 | $3.22M | Sell |
|
|||||
|
2024
Q1 | $3.25M | Sell |
|
|||||
|
2023
Q4 | $2.69M | Sell |
|
|||||
|
2023
Q3 | $2.98M | Sell |
|
|||||
|
2023
Q2 | $2.72M | Sell |
|
|||||
|
2023
Q1 | $2.59M | Hold |
|
|||||
|
2022
Q4 | $2.72M | Buy |
|
|||||
|
2022
Q3 | $2.9M | Sell |
|
|||||
|
2022
Q2 | $2.91M | Buy |
|
|||||
|
2022
Q1 | $2.99M | Buy |
|
|||||
|
2021
Q4 | $1.94M | Buy |
|