Daiwa Securities Group’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $199K | Sell |
1,900
-200
| -10% | -$20.9K | ﹤0.01% | 960 |
|
|
2025
Q1 | $186K | Buy |
2,100
+150
| +8% | +$13.3K | ﹤0.01% | 935 |
|
|
2024
Q4 | $187K | Buy |
1,950
+150
| +8% | +$14.4K | ﹤0.01% | 946 |
|
|
2024
Q3 | $147K | Sell |
1,800
-200
| -10% | -$16.3K | ﹤0.01% | 984 |
|
|
2024
Q2 | $172K | Sell |
2,000
-200
| -9% | -$17.2K | ﹤0.01% | 981 |
|
|
2024
Q1 | $180K | Sell |
2,200
-860
| -28% | -$70.4K | ﹤0.01% | 997 |
|
|
2023
Q4 | $203K | Sell |
3,060
-750
| -20% | -$49.8K | ﹤0.01% | 954 |
|
|
2023
Q3 | $278K | Sell |
3,810
-1,490
| -28% | -$109K | ﹤0.01% | 906 |
|
|
2023
Q2 | $335K | Sell |
5,300
-1,500
| -22% | -$94.8K | ﹤0.01% | 884 |
|
|
2023
Q1 | $399K | Sell |
6,800
-850
| -11% | -$49.9K | ﹤0.01% | 849 |
|
|
2022
Q4 | $472K | Sell |
7,650
-1,400
| -15% | -$86.4K | ﹤0.01% | 819 |
|
|
2022
Q3 | $608K | Sell |
9,050
-1,050
| -10% | -$70.5K | 0.01% | 751 |
|
|
2022
Q2 | $620K | Hold |
10,100
| – | – | ﹤0.01% | 776 |
|
|
2022
Q1 | $681K | Buy |
+10,100
| New | +$681K | ﹤0.01% | 789 |
|