Canada Life’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.01M | Sell |
66,921
-1,833
| -3% | -$192K | 0.01% | 653 |
|
|
2025
Q1 | $6.08M | Sell |
68,754
-5,267
| -7% | -$466K | 0.01% | 710 |
|
|
2024
Q4 | $7.1M | Hold |
74,021
| – | – | 0.01% | 675 |
|
|
2024
Q3 | $6.06M | Buy |
74,021
+3,929
| +6% | +$322K | 0.01% | 766 |
|
|
2024
Q2 | $6.04M | Buy |
70,092
+4,426
| +7% | +$381K | 0.01% | 726 |
|
|
2024
Q1 | $5.36M | Buy |
65,666
+1,344
| +2% | +$110K | 0.01% | 777 |
|
|
2023
Q4 | $4.25M | Sell |
64,322
-163
| -0.3% | -$10.8K | 0.01% | 842 |
|
|
2023
Q3 | $4.71M | Buy |
64,485
+3,895
| +6% | +$284K | 0.01% | 761 |
|
|
2023
Q2 | $3.83M | Sell |
60,590
-6,828
| -10% | -$432K | 0.01% | 851 |
|
|
2023
Q1 | $3.96M | Sell |
67,418
-384
| -0.6% | -$22.6K | 0.01% | 870 |
|
|
2022
Q4 | $4.18M | Buy |
67,802
+11,788
| +21% | +$727K | 0.01% | 837 |
|
|
2022
Q3 | $3.76M | Buy |
56,014
+4,373
| +8% | +$294K | 0.01% | 801 |
|
|
2022
Q2 | $3.17M | Buy |
51,641
+6,382
| +14% | +$392K | 0.01% | 898 |
|
|
2022
Q1 | $3.13M | Buy |
45,259
+3,125
| +7% | +$216K | 0.01% | 960 |
|
|
2021
Q4 | $1.86M | Buy |
42,134
+3,028
| +8% | +$134K | ﹤0.01% | 1228 |
|
|
2021
Q3 | $2.55M | Buy |
39,106
+7,030
| +22% | +$458K | 0.01% | 1028 |
|
|
2021
Q2 | $2.58M | Buy |
32,076
+478
| +2% | +$38.4K | 0.01% | 1002 |
|
|
2021
Q1 | $2.15M | Sell |
31,598
-466
| -1% | -$31.6K | 0.01% | 1101 |
|
|
2020
Q4 | $2.23M | Sell |
32,064
-4,100
| -11% | -$286K | ﹤0.01% | 1078 |
|
|
2020
Q3 | $1.86M | Buy |
36,164
+906
| +3% | +$46.5K | ﹤0.01% | 1089 |
|
|
2020
Q2 | $2.06M | Sell |
35,258
-1,612
| -4% | -$94.4K | ﹤0.01% | 1053 |
|
|
2020
Q1 | $1.87M | Buy |
36,870
+2,195
| +6% | +$111K | 0.01% | 982 |
|
|
2019
Q4 | $2.55M | Sell |
34,675
-698
| -2% | -$51.3K | 0.01% | 986 |
|
|
2019
Q3 | $2.02M | Buy |
35,373
+4,092
| +13% | +$234K | ﹤0.01% | 820 |
|
|
2019
Q2 | $2.05M | Sell |
31,281
-1,767
| -5% | -$116K | ﹤0.01% | 1173 |
|
|
2019
Q1 | $2.44M | Buy |
33,048
+869
| +3% | +$64.2K | 0.01% | 934 |
|
|
2018
Q4 | $1.78M | Buy |
32,179
+1,878
| +6% | +$104K | 0.01% | 1081 |
|
|
2018
Q3 | $2.86M | Sell |
30,301
-37,678
| -55% | -$3.56M | 0.01% | 931 |
|
|
2018
Q2 | $5.1M | Buy |
67,979
+1,473
| +2% | +$111K | 0.01% | 700 |
|
|
2018
Q1 | $4.03M | Sell |
66,506
-693
| -1% | -$42K | 0.01% | 772 |
|
|
2017
Q4 | $3.13M | Sell |
67,199
-3,363
| -5% | -$157K | 0.01% | 889 |
|
|
2017
Q3 | $3.51M | Buy |
70,562
+4,280
| +6% | +$213K | 0.01% | 822 |
|
|
2017
Q2 | $3.3M | Buy |
66,282
+5,035
| +8% | +$251K | 0.01% | 853 |
|
|
2017
Q1 | $2.6M | Buy |
61,247
+5,023
| +9% | +$213K | 0.01% | 963 |
|
|
2016
Q4 | $2.28M | Sell |
56,224
-1,015
| -2% | -$41.1K | 0.01% | 1014 |
|
|
2016
Q3 | $2.17M | Buy |
57,239
+11,823
| +26% | +$447K | 0.01% | 1006 |
|
|
2016
Q2 | $1.38M | Buy |
45,416
+41,333
| +1,012% | +$1.26M | ﹤0.01% | 1247 |
|
|
2016
Q1 | $101K | Hold |
4,083
| – | – | ﹤0.01% | 1791 |
|
|
2015
Q4 | $102K | Buy |
4,083
+2,274
| +126% | +$56.8K | ﹤0.01% | 1749 |
|
|
2015
Q3 | $54K | Hold |
1,809
| – | – | ﹤0.01% | 2058 |
|
|
2015
Q2 | $58K | Buy |
+1,809
| New | +$58K | ﹤0.01% | 2143 |
|