Amalgamated Bank’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.99M | Sell |
38,065
-50
| -0.1% | -$5.24K | 0.03% | 487 |
|
|
2025
Q1 | $3.37M | Sell |
38,115
-1,716
| -4% | -$152K | 0.03% | 546 |
|
|
2024
Q4 | $3.82M | Hold |
39,831
| – | – | 0.03% | 513 |
|
|
2024
Q3 | $3.26M | Sell |
39,831
-2,313
| -5% | -$189K | 0.03% | 600 |
|
|
2024
Q2 | $3.63M | Sell |
42,144
-2,815
| -6% | -$243K | 0.03% | 581 |
|
|
2024
Q1 | $3.67M | Sell |
44,959
-8,677
| -16% | -$708K | 0.03% | 616 |
|
|
2023
Q4 | $3.56M | Sell |
53,636
-676
| -1% | -$44.8K | 0.03% | 656 |
|
|
2023
Q3 | $3.97M | Sell |
54,312
-1,321
| -2% | -$96.5K | 0.03% | 558 |
|
|
2023
Q2 | $3.51M | Sell |
55,633
-799
| -1% | -$50.5K | 0.03% | 620 |
|
|
2023
Q1 | $3.31M | Sell |
56,432
-3,108
| -5% | -$182K | 0.03% | 649 |
|
|
2022
Q4 | $3.67M | Buy |
59,540
+1,060
| +2% | +$65.3K | 0.03% | 640 |
|
|
2022
Q3 | $3.93M | Buy |
58,480
+1,261
| +2% | +$84.7K | 0.04% | 503 |
|
|
2022
Q2 | $3.51M | Buy |
57,219
+690
| +1% | +$42.4K | 0.03% | 610 |
|
|
2022
Q1 | $3.81M | Sell |
56,529
-2,654
| -4% | -$179K | 0.03% | 630 |
|
|
2021
Q4 | $2.62M | Buy |
59,183
+290
| +0.5% | +$12.8K | 0.02% | 818 |
|
|
2021
Q3 | $3.81M | Sell |
58,893
-6,237
| -10% | -$404K | 0.03% | 644 |
|
|
2021
Q2 | $5.24M | Buy |
65,130
+52,988
| +436% | +$4.26M | 0.04% | 528 |
|
|
2021
Q1 | $826K | Sell |
12,142
-305
| -2% | -$20.7K | 0.03% | 687 |
|
|
2020
Q4 | $868K | Buy |
12,447
+114
| +0.9% | +$7.95K | 0.03% | 638 |
|
|
2020
Q3 | $634K | Buy |
12,333
+519
| +4% | +$26.7K | 0.03% | 710 |
|
|
2020
Q2 | $693K | Sell |
11,814
-1,207
| -9% | -$70.8K | 0.03% | 629 |
|
|
2020
Q1 | $659K | Sell |
13,021
-375
| -3% | -$19K | 0.02% | 783 |
|
|
2019
Q4 | $992K | Buy |
13,396
+1,389
| +12% | +$103K | 0.02% | 803 |
|
|
2019
Q3 | $686K | Buy |
12,007
+495
| +4% | +$28.3K | 0.01% | 899 |
|
|
2019
Q2 | $753K | Buy |
11,512
+2,801
| +32% | +$183K | 0.02% | 875 |
|
|
2019
Q1 | $644K | Buy |
8,711
+210
| +2% | +$15.5K | 0.02% | 885 |
|
|
2018
Q4 | $507K | Buy |
8,501
+4,804
| +130% | +$287K | 0.01% | 913 |
|
|
2018
Q3 | $349K | Sell |
3,697
-5,095
| -58% | -$481K | 0.01% | 1064 |
|
|
2018
Q2 | $660K | Buy |
8,792
+1,534
| +21% | +$115K | 0.02% | 896 |
|
|
2018
Q1 | $439K | Sell |
7,258
-56
| -0.8% | -$3.39K | 0.01% | 1025 |
|
|
2017
Q4 | $341K | Buy |
7,314
+461
| +7% | +$21.5K | 0.01% | 1199 |
|
|
2017
Q3 | $347K | Sell |
6,853
-9
| -0.1% | -$456 | 0.01% | 1122 |
|
|
2017
Q2 | $342K | Buy |
6,862
+1,159
| +20% | +$57.8K | 0.01% | 1119 |
|
|
2017
Q1 | $242K | Sell |
5,703
-17
| -0.3% | -$721 | 0.01% | 1267 |
|
|
2016
Q4 | $232K | Buy |
+5,720
| New | +$232K | 0.01% | 1302 |
|