Yousif Capital 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 | $3.15M | Sell |
30,087
-750
| -2% | -$78.6K | 0.03% | 497 |
|
|
2025
Q1 | $2.73M | Sell |
30,837
-926
| -3% | -$81.8K | 0.03% | 545 |
|
|
2024
Q4 | $3.05M | Sell |
31,763
-1,223
| -4% | -$117K | 0.03% | 511 |
|
|
2024
Q3 | $2.7M | Sell |
32,986
-4,382
| -12% | -$359K | 0.03% | 597 |
|
|
2024
Q2 | $3.22M | Sell |
37,368
-2,431
| -6% | -$210K | 0.04% | 506 |
|
|
2024
Q1 | $3.25M | Sell |
39,799
-745
| -2% | -$60.8K | 0.04% | 538 |
|
|
2023
Q4 | $2.69M | Sell |
40,544
-305
| -0.7% | -$20.2K | 0.03% | 619 |
|
|
2023
Q3 | $2.98M | Sell |
40,849
-2,170
| -5% | -$159K | 0.04% | 538 |
|
|
2023
Q2 | $2.72M | Sell |
43,019
-1,057
| -2% | -$66.7K | 0.03% | 613 |
|
|
2023
Q1 | $2.59M | Hold |
44,076
| – | – | 0.03% | 616 |
|
|
2022
Q4 | $2.72M | Buy |
44,076
+835
| +2% | +$51.5K | 0.04% | 588 |
|
|
2022
Q3 | $2.9M | Sell |
43,241
-4,116
| -9% | -$276K | 0.04% | 496 |
|
|
2022
Q2 | $2.91M | Buy |
47,357
+3,045
| +7% | +$187K | 0.04% | 552 |
|
|
2022
Q1 | $2.99M | Buy |
44,312
+410
| +0.9% | +$27.6K | 0.03% | 648 |
|
|
2021
Q4 | $1.94M | Buy |
+43,902
| New | +$1.94M | 0.02% | 989 |
|