Franklin Resources’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $87.4M | Sell |
833,949
-560,718
| -40% | -$58.7M | 0.02% | 455 |
|
|
2025
Q1 | $123M | Buy |
1,394,667
+37,230
| +3% | +$3.29M | 0.04% | 392 |
|
|
2024
Q4 | $130M | Sell |
1,357,437
-282,778
| -17% | -$27.1M | 0.04% | 389 |
|
|
2024
Q3 | $139M | Buy |
1,640,215
+11,659
| +0.7% | +$991K | 0.04% | 375 |
|
|
2024
Q2 | $140M | Buy |
1,628,556
+69,168
| +4% | +$5.96M | 0.04% | 339 |
|
|
2024
Q1 | $127M | Buy |
1,559,388
+78,733
| +5% | +$6.43M | 0.04% | 360 |
|
|
2023
Q4 | $98.2M | Buy |
1,480,655
+96,583
| +7% | +$6.4M | 0.05% | 351 |
|
|
2023
Q3 | $101M | Sell |
1,384,072
-61,313
| -4% | -$4.48M | 0.05% | 351 |
|
|
2023
Q2 | $91.3M | Buy |
1,445,385
+274,268
| +23% | +$17.3M | 0.04% | 387 |
|
|
2023
Q1 | $68.8M | Sell |
1,171,117
-665
| -0.1% | -$39K | 0.03% | 448 |
|
|
2022
Q4 | $72.2M | Buy |
1,171,782
+18,700
| +2% | +$1.15M | 0.04% | 435 |
|
|
2022
Q3 | $77.5M | Buy |
1,153,082
+11,623
| +1% | +$781K | 0.04% | 427 |
|
|
2022
Q2 | $70.1M | Sell |
1,141,459
-24,467
| -2% | -$1.5M | 0.03% | 465 |
|
|
2022
Q1 | $78.6M | Buy |
1,165,926
+2,404
| +0.2% | +$162K | 0.03% | 484 |
|
|
2021
Q4 | $51.5M | Buy |
1,163,522
+308,552
| +36% | +$13.7M | 0.02% | 633 |
|
|
2021
Q3 | $55.4M | Sell |
854,970
-2,888
| -0.3% | -$187K | 0.02% | 617 |
|
|
2021
Q2 | $69M | Sell |
857,858
-693
| -0.1% | -$55.8K | 0.03% | 552 |
|
|
2021
Q1 | $58.4M | Sell |
858,551
-218,914
| -20% | -$14.9M | 0.02% | 571 |
|
|
2020
Q4 | $75.1M | Sell |
1,077,465
-166
| -0% | -$11.6K | 0.03% | 497 |
|
|
2020
Q3 | $55.4M | Buy |
1,077,631
+214,799
| +25% | +$11M | 0.03% | 522 |
|
|
2020
Q2 | $48.6M | Sell |
862,832
-34,301
| -4% | -$1.93M | 0.03% | 538 |
|
|
2020
Q1 | $45.4M | Buy |
897,133
+45,489
| +5% | +$2.3M | 0.03% | 484 |
|
|
2019
Q4 | $63.1M | Sell |
851,644
-213
| -0% | -$15.8K | 0.03% | 492 |
|
|
2019
Q3 | $48.7M | Buy |
851,857
+50,385
| +6% | +$2.88M | 0.03% | 545 |
|
|
2019
Q2 | $52.4M | Buy |
801,472
+302,642
| +61% | +$19.8M | 0.03% | 539 |
|
|
2019
Q1 | $36.9M | Buy |
498,830
+312,198
| +167% | +$23.1M | 0.02% | 597 |
|
|
2018
Q4 | $11.1M | Sell |
186,632
-1,753
| -0.9% | -$105K | 0.01% | 847 |
|
|
2018
Q3 | $17.8M | Sell |
188,385
-85,096
| -31% | -$8.03M | 0.01% | 810 |
|
|
2018
Q2 | $20.5M | Sell |
273,481
-1,919
| -0.7% | -$144K | 0.01% | 767 |
|
|
2018
Q1 | $16.7M | Sell |
275,400
-38,460
| -12% | -$2.33M | 0.01% | 828 |
|
|
2017
Q4 | $14.6M | Sell |
313,860
-3,078
| -1% | -$144K | 0.01% | 864 |
|
|
2017
Q3 | $16M | Buy |
316,938
+13,888
| +5% | +$702K | 0.01% | 851 |
|
|
2017
Q2 | $15.1M | Sell |
303,050
-207,818
| -41% | -$10.4M | 0.01% | 866 |
|
|
2017
Q1 | $21.7M | Sell |
510,868
-133,678
| -21% | -$5.67M | 0.01% | 764 |
|
|
2016
Q4 | $26.1M | Sell |
644,546
-67,528
| -9% | -$2.74M | 0.01% | 714 |
|
|
2016
Q3 | $27M | Sell |
712,074
-172,256
| -19% | -$6.52M | 0.01% | 715 |
|
|
2016
Q2 | $26.9M | Buy |
884,330
+114,698
| +15% | +$3.49M | 0.01% | 714 |
|
|
2016
Q1 | $19M | Buy |
769,632
+72,811
| +10% | +$1.8M | 0.01% | 822 |
|
|
2015
Q4 | $17.5M | Sell |
696,821
-322,639
| -32% | -$8.09M | 0.01% | 878 |
|
|
2015
Q3 | $30.1M | Sell |
1,019,460
-281,388
| -22% | -$8.32M | 0.01% | 730 |
|
|
2015
Q2 | $41.7M | Buy |
1,300,848
+160,997
| +14% | +$5.16M | 0.02% | 663 |
|
|
2015
Q1 | $28.5M | Buy |
1,139,851
+699,611
| +159% | +$17.5M | 0.01% | 802 |
|
|
2014
Q4 | $11.2M | Buy |
440,240
+63,600
| +17% | +$1.62M | 0.01% | 1026 |
|
|
2014
Q3 | $6.9M | Buy |
+376,640
| New | +$6.9M | ﹤0.01% | 1112 |
|