Daiwa Securities Group’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 | $199K | Sell |
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|
2025
Q1 | $186K | Buy |
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|
2024
Q4 | $187K | Buy |
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|
2024
Q3 | $147K | Sell |
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|
2024
Q2 | $172K | Sell |
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|
2024
Q1 | $180K | Sell |
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|
2023
Q4 | $203K | Sell |
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|
2023
Q3 | $278K | Sell |
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|
2023
Q2 | $335K | Sell |
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|
2023
Q1 | $399K | Sell |
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|
2022
Q4 | $472K | Sell |
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|
2022
Q3 | $608K | Sell |
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|
2022
Q2 | $620K | Hold |
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|
2022
Q1 | $681K | Buy |
|