Barclays’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21M | Buy |
200,369
+70,134
| +54% | +$7.35M | ﹤0.01% | 798 |
|
|
2025
Q1 | $11.5M | Sell |
130,235
-70,106
| -35% | -$6.19M | ﹤0.01% | 939 |
|
|
2024
Q4 | $19.2M | Buy |
200,341
+33,849
| +20% | +$3.25M | 0.01% | 796 |
|
|
2024
Q3 | $13.6M | Buy |
166,492
+112,667
| +209% | +$9.22M | ﹤0.01% | 880 |
|
|
2024
Q2 | $4.64M | Sell |
53,825
-134,688
| -71% | -$11.6M | ﹤0.01% | 1228 |
|
|
2024
Q1 | $15.4M | Sell |
188,513
-3,270
| -2% | -$267K | 0.01% | 832 |
|
|
2023
Q4 | $12.7M | Buy |
191,783
+136,643
| +248% | +$9.06M | ﹤0.01% | 922 |
|
|
2023
Q3 | $4.03M | Sell |
55,140
-8,041
| -13% | -$587K | ﹤0.01% | 1263 |
|
|
2023
Q2 | $3.99M | Buy |
63,181
+9,670
| +18% | +$611K | ﹤0.01% | 1341 |
|
|
2023
Q1 | $3.14M | Buy |
53,511
+20,193
| +61% | +$1.19M | ﹤0.01% | 1360 |
|
|
2022
Q4 | $2.05M | Buy |
33,318
+13,465
| +68% | +$830K | ﹤0.01% | 1634 |
|
|
2022
Q3 | $1.33M | Buy |
19,853
+11,941
| +151% | +$801K | ﹤0.01% | 1921 |
|
|
2022
Q2 | $486K | Sell |
7,912
-7,761
| -50% | -$477K | ﹤0.01% | 2596 |
|
|
2022
Q1 | $1.06M | Sell |
15,673
-98,018
| -86% | -$6.61M | ﹤0.01% | 2259 |
|
|
2021
Q4 | $5.03M | Buy |
113,691
+24,386
| +27% | +$1.08M | ﹤0.01% | 1240 |
|
|
2021
Q3 | $5.78M | Buy |
89,305
+28,547
| +47% | +$1.85M | ﹤0.01% | 1168 |
|
|
2021
Q2 | $4.89M | Sell |
60,758
-17,386
| -22% | -$1.4M | ﹤0.01% | 1216 |
|
|
2021
Q1 | $5.31M | Buy |
78,144
+37,481
| +92% | +$2.55M | ﹤0.01% | 1149 |
|
|
2020
Q4 | $2.84M | Sell |
40,663
-56,373
| -58% | -$3.93M | ﹤0.01% | 1363 |
|
|
2020
Q3 | $4.98M | Buy |
97,036
+19,224
| +25% | +$987K | ﹤0.01% | 976 |
|
|
2020
Q2 | $4.56M | Buy |
77,812
+46,825
| +151% | +$2.75M | ﹤0.01% | 987 |
|
|
2020
Q1 | $1.57M | Sell |
30,987
-46,636
| -60% | -$2.36M | ﹤0.01% | 1463 |
|
|
2019
Q4 | $5.75M | Buy |
77,623
+40,143
| +107% | +$2.97M | ﹤0.01% | 1125 |
|
|
2019
Q3 | $2.14M | Sell |
37,480
-40,871
| -52% | -$2.33M | ﹤0.01% | 1702 |
|
|
2019
Q2 | $5.12M | Buy |
78,351
+29,131
| +59% | +$1.91M | ﹤0.01% | 1083 |
|
|
2019
Q1 | $3.64M | Buy |
49,220
+22,579
| +85% | +$1.67M | ﹤0.01% | 1167 |
|
|
2018
Q4 | $1.59M | Sell |
26,641
-31,369
| -54% | -$1.87M | ﹤0.01% | 1496 |
|
|
2018
Q3 | $5.48M | Buy |
58,010
+28,824
| +99% | +$2.72M | ﹤0.01% | 1013 |
|
|
2018
Q2 | $2.19M | Sell |
29,186
-22,076
| -43% | -$1.66M | ﹤0.01% | 1393 |
|
|
2018
Q1 | $3.1M | Sell |
51,262
-4,922
| -9% | -$298K | ﹤0.01% | 1123 |
|
|
2017
Q4 | $2.62M | Buy |
56,184
+46,145
| +460% | +$2.15M | ﹤0.01% | 1130 |
|
|
2017
Q3 | $508K | Sell |
10,039
-53,392
| -84% | -$2.7M | ﹤0.01% | 1909 |
|
|
2017
Q2 | $3.16M | Buy |
63,431
+46,852
| +283% | +$2.33M | ﹤0.01% | 991 |
|
|
2017
Q1 | $703K | Sell |
16,579
-14,651
| -47% | -$621K | ﹤0.01% | 1770 |
|
|
2016
Q4 | $1.27M | Buy |
31,230
+30,115
| +2,701% | +$1.22M | ﹤0.01% | 1370 |
|
|
2016
Q3 | $42K | Buy |
+1,115
| New | +$42K | ﹤0.01% | 2778 |
|
|
2016
Q1 | – | Sell |
-58
| Closed | -$1K | – | 3537 |
|
|
2015
Q4 | $1K | Sell |
58
-132
| -69% | -$2.28K | ﹤0.01% | 3093 |
|
|
2015
Q3 | $6K | Sell |
190
-504
| -73% | -$15.9K | ﹤0.01% | 3232 |
|
|
2015
Q2 | $22K | Buy |
694
+379
| +120% | +$12K | ﹤0.01% | 2932 |
|
|
2015
Q1 | $7K | Sell |
315
-535
| -63% | -$11.9K | ﹤0.01% | 3541 |
|
|
2014
Q4 | $21K | Buy |
+850
| New | +$21K | ﹤0.01% | 3412 |
|