Great Lakes Advisors’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $235K | Buy |
+2,239
| New | +$235K | ﹤0.01% | 758 |
|
|
2024
Q4 | – | Sell |
-60,076
| Closed | -$4.92M | – | 851 |
|
|
2024
Q3 | $4.92M | Sell |
60,076
-85,950
| -59% | -$7.04M | 0.04% | 333 |
|
|
2024
Q2 | $12.6M | Sell |
146,026
-39,819
| -21% | -$3.43M | 0.11% | 171 |
|
|
2024
Q1 | $15.2M | Sell |
185,845
-1,132
| -0.6% | -$92.4K | 0.13% | 159 |
|
|
2023
Q4 | $12.4M | Buy |
186,977
+113,047
| +153% | +$7.5M | 0.12% | 181 |
|
|
2023
Q3 | $5.4M | Buy |
+73,930
| New | +$5.4M | 0.05% | 298 |
|