Guggenheim Capital’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 | $1.4M | Sell |
|
|||||
|
2025
Q1 | $1.24M | Sell |
|
|||||
|
2024
Q4 | $1.38M | Buy |
|
|||||
|
2024
Q3 | $923K | Buy |
|
|||||
|
2024
Q2 | $704K | Sell |
|
|||||
|
2024
Q1 | $693K | Buy |
|
|||||
|
2023
Q4 | $380K | Sell |
|
|||||
|
2023
Q3 | $719K | Buy |
|
|||||
|
2023
Q2 | $605K | Sell |
|
|||||
|
2023
Q1 | $603K | Buy |
|
|||||
|
2022
Q4 | $402K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $824K | Sell |
|
|||||
|
2021
Q2 | $1.1M | Sell |
|
|||||
|
2021
Q1 | $1.2M | Sell |
|
|||||
|
2020
Q4 | $1.3M | Buy |
|
|||||
|
2020
Q3 | $222K | Sell |
|
|||||
|
2020
Q2 | $789K | Sell |
|
|||||
|
2020
Q1 | $747K | Sell |
|
|||||
|
2019
Q4 | $1.39M | Sell |
|
|||||
|
2019
Q3 | $1.1M | Sell |
|
|||||
|
2019
Q2 | $1.33M | Buy |
|
|||||
|
2019
Q1 | $1.34M | Buy |
|
|||||
|
2018
Q4 | $1.03M | Buy |
|
|||||
|
2018
Q3 | $1.31M | Buy |
|
|||||
|
2018
Q2 | $435K | Sell |
|
|||||
|
2018
Q1 | $459K | Sell |
|
|||||
|
2017
Q4 | $372K | Sell |
|
|||||
|
2017
Q3 | $512K | Buy |
|
|||||
|
2017
Q2 | $434K | Buy |
|
|||||
|
2017
Q1 | $329K | Buy |
|
|||||
|
2016
Q4 | $285K | Buy |
|