Eagle Asset Management’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $14M | Sell |
141,939
-39,999
| -22% | -$3.95M | 0.07% | 236 |
|
|
2024
Q2 | $15.8M | Sell |
181,938
-29,524
| -14% | -$2.56M | 0.08% | 210 |
|
|
2024
Q1 | $17.3M | Sell |
211,462
-9,023
| -4% | -$737K | 0.09% | 209 |
|
|
2023
Q4 | $14.6M | Buy |
220,485
+7,187
| +3% | +$476K | 0.08% | 220 |
|
|
2023
Q3 | $15.6M | Buy |
+213,298
| New | +$15.6M | 0.09% | 201 |
|
|
2023
Q1 | – | Sell |
-207,531
| Closed | -$12.6M | – | 557 |
|
|
2022
Q4 | $12.6M | Sell |
207,531
-205,881
| -50% | -$12.5M | 0.08% | 210 |
|
|
2022
Q3 | $27.8M | Sell |
413,412
-9,542
| -2% | -$641K | 0.18% | 144 |
|
|
2022
Q2 | $26M | Buy |
+422,954
| New | +$26M | 0.16% | 160 |
|
|
2020
Q3 | – | Sell |
-332,617
| Closed | -$19.3M | – | 586 |
|
|
2020
Q2 | $19.3M | Sell |
332,617
-55,776
| -14% | -$3.24M | 0.11% | 217 |
|
|
2020
Q1 | $19.6M | Sell |
388,393
-158,554
| -29% | -$8.02M | 0.12% | 211 |
|
|
2019
Q4 | $40.5M | Sell |
546,947
-2,715
| -0.5% | -$201K | 0.19% | 189 |
|
|
2019
Q3 | $31.4M | Sell |
549,662
-1,483
| -0.3% | -$84.7K | 0.16% | 195 |
|
|
2019
Q2 | $36M | Sell |
551,145
-1,476
| -0.3% | -$96.5K | 0.18% | 196 |
|
|
2019
Q1 | $40.9M | Sell |
552,621
-447,272
| -45% | -$33.1M | 0.22% | 179 |
|
|
2018
Q4 | $59.6M | Sell |
999,893
-71,768
| -7% | -$4.28M | 0.38% | 95 |
|
|
2018
Q3 | $101M | Sell |
1,071,661
-11,754
| -1% | -$1.11M | 0.49% | 52 |
|
|
2018
Q2 | $81.4M | Sell |
1,083,415
-26,680
| -2% | -$2M | 0.44% | 74 |
|
|
2018
Q1 | $67.2M | Sell |
1,110,095
-26,550
| -2% | -$1.61M | 0.37% | 97 |
|
|
2017
Q4 | $53.2M | Buy |
1,136,645
+419,914
| +59% | +$19.7M | 0.29% | 117 |
|
|
2017
Q3 | $36.9M | Buy |
+716,731
| New | +$36.9M | 0.21% | 162 |
|