Citigroup’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.4M | Sell |
137,624
-56,662
| -29% | -$5.94M | 0.01% | 853 |
|
|
2025
Q1 | $17.2M | Buy |
194,286
+9,798
| +5% | +$866K | 0.01% | 769 |
|
|
2024
Q4 | $17.7M | Buy |
184,488
+82,381
| +81% | +$7.9M | 0.01% | 706 |
|
|
2024
Q3 | $8.36M | Buy |
102,107
+43,084
| +73% | +$3.53M | ﹤0.01% | 1019 |
|
|
2024
Q2 | $5.09M | Buy |
59,023
+32,722
| +124% | +$2.82M | ﹤0.01% | 1166 |
|
|
2024
Q1 | $2.15M | Buy |
26,301
+9,217
| +54% | +$752K | ﹤0.01% | 1788 |
|
|
2023
Q4 | $1.13M | Buy |
17,084
+8,612
| +102% | +$571K | ﹤0.01% | 2059 |
|
|
2023
Q3 | $619K | Sell |
8,472
-26,660
| -76% | -$1.95M | ﹤0.01% | 2263 |
|
|
2023
Q2 | $2.22M | Buy |
35,132
+22,633
| +181% | +$1.43M | ﹤0.01% | 1610 |
|
|
2023
Q1 | $734K | Sell |
12,499
-1,540
| -11% | -$90.4K | ﹤0.01% | 2249 |
|
|
2022
Q4 | $865K | Sell |
14,039
-9,974
| -42% | -$615K | ﹤0.01% | 2140 |
|
|
2022
Q3 | $1.61M | Buy |
24,013
+12,601
| +110% | +$847K | ﹤0.01% | 1754 |
|
|
2022
Q2 | $701K | Buy |
11,412
+3,495
| +44% | +$215K | ﹤0.01% | 2356 |
|
|
2022
Q1 | $534K | Sell |
7,917
-19,172
| -71% | -$1.29M | ﹤0.01% | 2806 |
|
|
2021
Q4 | $1.2M | Buy |
27,089
+11,108
| +70% | +$491K | ﹤0.01% | 2383 |
|
|
2021
Q3 | $1.04M | Buy |
15,981
+42
| +0.3% | +$2.72K | ﹤0.01% | 2366 |
|
|
2021
Q2 | $1.28M | Sell |
15,939
-178
| -1% | -$14.3K | ﹤0.01% | 2436 |
|
|
2021
Q1 | $1.1M | Sell |
16,117
-9,628
| -37% | -$655K | ﹤0.01% | 2316 |
|
|
2020
Q4 | $1.79M | Buy |
25,745
+10,829
| +73% | +$755K | ﹤0.01% | 1776 |
|
|
2020
Q3 | $766K | Sell |
14,916
-18,708
| -56% | -$961K | ﹤0.01% | 2027 |
|
|
2020
Q2 | $1.97M | Sell |
33,624
-16,250
| -33% | -$954K | ﹤0.01% | 1622 |
|
|
2020
Q1 | $2.52M | Buy |
49,874
+6,971
| +16% | +$353K | ﹤0.01% | 1259 |
|
|
2019
Q4 | $3.18M | Buy |
42,903
+29,456
| +219% | +$2.18M | ﹤0.01% | 1373 |
|
|
2019
Q3 | $768K | Sell |
13,447
-3,043
| -18% | -$174K | ﹤0.01% | 2306 |
|
|
2019
Q2 | $1.08M | Sell |
16,490
-12,052
| -42% | -$789K | ﹤0.01% | 2073 |
|
|
2019
Q1 | $2.11M | Buy |
28,542
+11,179
| +64% | +$827K | ﹤0.01% | 1454 |
|
|
2018
Q4 | $1.04M | Buy |
17,363
+7,802
| +82% | +$466K | ﹤0.01% | 1983 |
|
|
2018
Q3 | $903K | Buy |
9,561
+7,879
| +468% | +$744K | ﹤0.01% | 2075 |
|
|
2018
Q2 | $126K | Sell |
1,682
-957
| -36% | -$71.7K | ﹤0.01% | 3265 |
|
|
2018
Q1 | $160K | Buy |
2,639
+2,126
| +414% | +$129K | ﹤0.01% | 3069 |
|
|
2017
Q4 | $24K | Buy |
513
+341
| +198% | +$16K | ﹤0.01% | 4170 |
|
|
2017
Q3 | $9K | Sell |
172
-17,462
| -99% | -$914K | ﹤0.01% | 4238 |
|
|
2017
Q2 | $878K | Sell |
17,634
-157
| -0.9% | -$7.82K | ﹤0.01% | 2065 |
|
|
2017
Q1 | $756K | Sell |
17,791
-45,076
| -72% | -$1.92M | ﹤0.01% | 2147 |
|
|
2016
Q4 | $2.55M | Buy |
62,867
+49,137
| +358% | +$1.99M | ﹤0.01% | 1624 |
|
|
2016
Q3 | $520K | Sell |
13,730
-2,013
| -13% | -$76.2K | ﹤0.01% | 2412 |
|
|
2016
Q2 | $478K | Sell |
15,743
-14,398
| -48% | -$437K | ﹤0.01% | 2248 |
|
|
2016
Q1 | $744K | Buy |
30,141
+27,048
| +874% | +$668K | ﹤0.01% | 2332 |
|
|
2015
Q4 | $78K | Sell |
3,093
-619
| -17% | -$15.6K | ﹤0.01% | 3756 |
|
|
2015
Q3 | $110K | Sell |
3,712
-47,457
| -93% | -$1.41M | ﹤0.01% | 3123 |
|
|
2015
Q2 | $1.64M | Buy |
51,169
+21,720
| +74% | +$696K | ﹤0.01% | 1463 |
|
|
2015
Q1 | $736K | Buy |
29,449
+3,757
| +15% | +$93.9K | ﹤0.01% | 1979 |
|
|
2014
Q4 | $654K | Buy |
25,692
+24,471
| +2,004% | +$623K | ﹤0.01% | 2191 |
|
|
2014
Q3 | $23K | Buy |
+1,221
| New | +$23K | ﹤0.01% | 4183 |
|