Crossmark Global Holdings’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $610K | Sell |
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|
2025
Q1 | $556K | Buy |
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|
2024
Q4 | $579K | Buy |
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|
2024
Q3 | $489K | Sell |
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|
2024
Q2 | $972K | Sell |
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|
2024
Q1 | $959K | Buy |
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|
2023
Q4 | $745K | Sell |
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|
2023
Q3 | $1.11M | Sell |
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|
2023
Q2 | $974K | Sell |
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|
2023
Q1 | $950K | Buy |
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|
2022
Q4 | $996K | Buy |
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|
2022
Q3 | $1.05M | Sell |
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|
2022
Q2 | $991K | Sell |
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|
2022
Q1 | $1.21M | Buy |
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|
2021
Q4 | $693K | Buy |
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|
2021
Q3 | $722K | Sell |
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|
2021
Q2 | $900K | Sell |
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|
2021
Q1 | $775K | Buy |
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|
2020
Q4 | $750K | Buy |
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|
2020
Q3 | $331K | Buy |
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|
2020
Q2 | $367K | Buy |
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|
2020
Q1 | $299K | Sell |
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|
2019
Q4 | $439K | Buy |
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|
2019
Q3 | $318K | Buy |
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|
2019
Q2 | $321K | Sell |
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|
2019
Q1 | $377K | Sell |
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|
2018
Q4 | $307K | Buy |
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|
2018
Q3 | $455K | Sell |
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|
2018
Q2 | $628K | Buy |
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|
2018
Q1 | $484K | Sell |
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|
2017
Q4 | $443K | Sell |
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|
2017
Q3 | $488K | Buy |
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|
2016
Q3 | $488K | Buy |
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