Citigroup’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $21.2M | Buy |
253,336
+173,659
| +218% | +$14.2M | 0.01% | 1027 |
|
|
2025
Q4 | $7.3M | Sell |
79,677
-5,893
| -7% | -$564K | 0.01% | 1757 |
|
|
2025
Q3 | $8.11M | Sell |
85,570
-52,054
| -38% | -$4.9M | 0.01% | 1644 |
|
|
2025
Q2 | $14.4M | Sell |
137,624
-56,662
| -29% | -$5.37M | 0.01% | 1157 |
|
|
2025
Q1 | $17.2M | Buy |
194,286
+9,798
| +5% | +$1M | 0.01% | 1052 |
|
|
2024
Q4 | $17.7M | Buy |
184,488
+82,381
| +81% | +$7.68M | 0.02% | 1034 |
|
|
2024
Q3 | $8.36M | Buy |
102,107
+43,084
| +73% | +$3.32M | 0.01% | 1442 |
|
|
2024
Q2 | $5.09M | Buy |
59,023
+32,722
| +124% | +$2.64M | ﹤0.01% | 1614 |
|
|
2024
Q1 | $2.15M | Buy |
26,301
+9,217
| +54% | +$720K | ﹤0.01% | 2383 |
|
|
2023
Q4 | $1.13M | Buy |
17,084
+8,612
| +102% | +$597K | ﹤0.01% | 2720 |
|
|
2023
Q3 | $619K | Sell |
8,472
-26,660
| -76% | -$1.8M | ﹤0.01% | 2905 |
|
|
2023
Q2 | $2.22M | Buy |
35,132
+22,633
| +181% | +$1.31M | ﹤0.01% | 2115 |
|
|
2023
Q1 | $734K | Sell |
12,499
-1,540
| -11% | -$93.5K | ﹤0.01% | 2815 |
|
|
2022
Q4 | $865K | Sell |
14,039
-9,974
| -42% | -$670K | ﹤0.01% | 2747 |
|
|
2022
Q3 | $1.61M | Buy |
24,013
+12,601
| +110% | +$797K | ﹤0.01% | 2317 |
|
|
2022
Q2 | $701K | Buy |
11,412
+3,495
| +44% | +$224K | ﹤0.01% | 2966 |
|
|
2022
Q1 | $534K | Sell |
7,917
-19,172
| -71% | -$1.04M | ﹤0.01% | 3460 |
|
|
2021
Q4 | $1.2M | Buy |
27,089
+11,108
| +70% | +$647K | ﹤0.01% | 3073 |
|
|
2021
Q3 | $1.03M | Buy |
15,981
+42
| +0.3% | +$2.92K | ﹤0.01% | 3055 |
|
|
2021
Q2 | $1.28M | Sell |
15,939
-178
| -1% | -$13.6K | ﹤0.01% | 3029 |
|
|
2021
Q1 | $1.1M | Sell |
16,117
-9,628
| -37% | -$756K | ﹤0.01% | 2916 |
|
|
2020
Q4 | $1.79M | Buy |
25,745
+10,829
| +73% | +$674K | ﹤0.01% | 2964 |
|
|
2020
Q3 | $766K | Sell |
14,916
-18,708
| -56% | -$1.03M | ﹤0.01% | 3506 |
|
|
2020
Q2 | $1.97M | Sell |
33,624
-16,250
| -33% | -$899K | ﹤0.01% | 2822 |
|
|
2020
Q1 | $2.52M | Buy |
49,874
+6,971
| +16% | +$463K | ﹤0.01% | 2262 |
|
|
2019
Q4 | $3.18M | Buy |
42,903
+29,456
| +219% | +$1.84M | ﹤0.01% | 2482 |
|
|
2019
Q3 | $768K | Sell |
13,447
-3,043
| -18% | -$202K | ﹤0.01% | 3927 |
|
|
2019
Q2 | $1.08M | Sell |
16,490
-12,052
| -42% | -$839K | ﹤0.01% | 3521 |
|
|
2019
Q1 | $2.11M | Buy |
28,542
+11,179
| +64% | +$786K | ﹤0.01% | 2592 |
|
|
2018
Q4 | $1.04M | Buy |
17,363
+7,802
| +82% | +$629K | ﹤0.01% | 3352 |
|
|
2018
Q3 | $903K | Buy |
9,561
+7,879
| +468% | +$679K | ﹤0.01% | 3608 |
|
|
2018
Q2 | $126K | Sell |
1,682
-957
| -36% | -$68.7K | ﹤0.01% | 5501 |
|
|
2018
Q1 | $160K | Buy |
2,639
+2,126
| +414% | +$115K | ﹤0.01% | 5185 |
|
|
2017
Q4 | $24K | Buy |
513
+341
| +198% | +$16.9K | ﹤0.01% | 6640 |
|
|
2017
Q3 | $9K | Sell |
172
-17,462
| -99% | -$813K | ﹤0.01% | 6721 |
|
|
2017
Q2 | $878K | Sell |
17,634
-157
| -0.9% | -$7.34K | ﹤0.01% | 3456 |
|
|
2017
Q1 | $756K | Sell |
17,791
-45,076
| -72% | -$1.99M | ﹤0.01% | 3504 |
|
|
2016
Q4 | $2.55M | Buy |
62,867
+49,137
| +358% | +$1.9M | 0.01% | 2651 |
|
|
2016
Q3 | $520K | Sell |
13,730
-2,013
| -13% | -$63.8K | ﹤0.01% | 3865 |
|
|
2016
Q2 | $478K | Sell |
15,743
-14,398
| -48% | -$378K | ﹤0.01% | 3712 |
|
|
2016
Q1 | $744K | Buy |
30,141
+27,048
| +874% | +$580K | ﹤0.01% | 3686 |
|
|
2015
Q4 | $78K | Sell |
3,093
-619
| -17% | -$19K | ﹤0.01% | 5571 |
|
|
2015
Q3 | $110K | Sell |
3,712
-47,457
| -93% | -$1.49M | ﹤0.01% | 4910 |
|
|
2015
Q2 | $1.64M | Buy |
51,169
+21,720
| +74% | +$583K | ﹤0.01% | 2725 |
|
|
2015
Q1 | $736K | Buy |
29,449
+3,757
| +15% | +$81.5K | ﹤0.01% | 3366 |
|
|
2014
Q4 | $654K | Buy |
25,692
+24,471
| +2,004% | +$531K | ﹤0.01% | 3594 |
|
|
2014
Q3 | $23K | Buy |
+1,221
| New | +$23.4K | ﹤0.01% | 5819 |
|
Other funds holding HQY
WA
VPM
VCM
