Crossmark Global Holdings’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $610K | Sell |
5,823
-473
| -8% | -$49.6K | 0.01% | 799 |
|
|
2025
Q1 | $556K | Buy |
6,296
+261
| +4% | +$23.1K | 0.01% | 832 |
|
|
2024
Q4 | $579K | Buy |
6,035
+57
| +1% | +$5.47K | 0.01% | 771 |
|
|
2024
Q3 | $489K | Sell |
5,978
-5,303
| -47% | -$434K | 0.01% | 876 |
|
|
2024
Q2 | $972K | Sell |
11,281
-457
| -4% | -$39.4K | 0.02% | 594 |
|
|
2024
Q1 | $959K | Buy |
11,738
+505
| +4% | +$41.3K | 0.02% | 626 |
|
|
2023
Q4 | $745K | Sell |
11,233
-3,633
| -24% | -$241K | 0.02% | 695 |
|
|
2023
Q3 | $1.11M | Sell |
14,866
-172
| -1% | -$12.8K | 0.03% | 548 |
|
|
2023
Q2 | $974K | Sell |
15,038
-1,152
| -7% | -$74.6K | 0.02% | 594 |
|
|
2023
Q1 | $950K | Buy |
16,190
+44
| +0.3% | +$2.58K | 0.02% | 598 |
|
|
2022
Q4 | $996K | Buy |
16,146
+521
| +3% | +$32.1K | 0.02% | 570 |
|
|
2022
Q3 | $1.05M | Sell |
15,625
-516
| -3% | -$34.7K | 0.03% | 525 |
|
|
2022
Q2 | $991K | Sell |
16,141
-1,800
| -10% | -$111K | 0.03% | 568 |
|
|
2022
Q1 | $1.21M | Buy |
17,941
+2,280
| +15% | +$154K | 0.03% | 557 |
|
|
2021
Q4 | $693K | Buy |
15,661
+4,518
| +41% | +$200K | 0.02% | 773 |
|
|
2021
Q3 | $722K | Sell |
11,143
-37
| -0.3% | -$2.4K | 0.02% | 743 |
|
|
2021
Q2 | $900K | Sell |
11,180
-220
| -2% | -$17.7K | 0.02% | 654 |
|
|
2021
Q1 | $775K | Buy |
11,400
+640
| +6% | +$43.5K | 0.02% | 694 |
|
|
2020
Q4 | $750K | Buy |
10,760
+4,310
| +67% | +$300K | 0.02% | 673 |
|
|
2020
Q3 | $331K | Buy |
6,450
+190
| +3% | +$9.75K | 0.01% | 959 |
|
|
2020
Q2 | $367K | Buy |
6,260
+350
| +6% | +$20.5K | 0.01% | 900 |
|
|
2020
Q1 | $299K | Sell |
5,910
-20
| -0.3% | -$1.01K | 0.01% | 852 |
|
|
2019
Q4 | $439K | Buy |
5,930
+360
| +6% | +$26.7K | 0.01% | 871 |
|
|
2019
Q3 | $318K | Buy |
5,570
+660
| +13% | +$37.7K | 0.01% | 1034 |
|
|
2019
Q2 | $321K | Sell |
4,910
-190
| -4% | -$12.4K | 0.01% | 1065 |
|
|
2019
Q1 | $377K | Sell |
5,100
-40
| -0.8% | -$2.96K | 0.01% | 991 |
|
|
2018
Q4 | $307K | Buy |
5,140
+320
| +7% | +$19.1K | 0.01% | 1063 |
|
|
2018
Q3 | $455K | Sell |
4,820
-3,540
| -42% | -$334K | 0.01% | 1009 |
|
|
2018
Q2 | $628K | Buy |
8,360
+360
| +5% | +$27K | 0.02% | 804 |
|
|
2018
Q1 | $484K | Sell |
8,000
-1,500
| -16% | -$90.8K | 0.01% | 937 |
|
|
2017
Q4 | $443K | Sell |
9,500
-150
| -2% | -$7K | 0.01% | 1088 |
|
|
2017
Q3 | $488K | Buy |
+9,650
| New | +$488K | 0.01% | 974 |
|
|
2016
Q3 | $488K | Buy |
+9,650
| New | +$488K | 0.01% | 974 |
|