Guggenheim Capital’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Sell |
13,397
-653
| -5% | -$68.4K | 0.01% | 777 |
|
|
2025
Q1 | $1.24M | Sell |
14,050
-297
| -2% | -$26.2K | 0.01% | 802 |
|
|
2024
Q4 | $1.38M | Buy |
14,347
+3,065
| +27% | +$294K | 0.01% | 779 |
|
|
2024
Q3 | $923K | Buy |
11,282
+3,120
| +38% | +$255K | 0.01% | 1143 |
|
|
2024
Q2 | $704K | Sell |
8,162
-326
| -4% | -$28.1K | 0.01% | 1286 |
|
|
2024
Q1 | $693K | Buy |
8,488
+2,755
| +48% | +$225K | ﹤0.01% | 1335 |
|
|
2023
Q4 | $380K | Sell |
5,733
-4,109
| -42% | -$272K | ﹤0.01% | 1564 |
|
|
2023
Q3 | $719K | Buy |
9,842
+255
| +3% | +$18.6K | 0.01% | 1250 |
|
|
2023
Q2 | $605K | Sell |
9,587
-680
| -7% | -$42.9K | ﹤0.01% | 1379 |
|
|
2023
Q1 | $603K | Buy |
10,267
+3,749
| +58% | +$220K | 0.01% | 1407 |
|
|
2022
Q4 | $402K | Buy |
+6,518
| New | +$402K | ﹤0.01% | 1575 |
|
|
2021
Q4 | – | Sell |
-12,717
| Closed | -$824K | – | 2158 |
|
|
2021
Q3 | $824K | Sell |
12,717
-965
| -7% | -$62.5K | ﹤0.01% | 1517 |
|
|
2021
Q2 | $1.1M | Sell |
13,682
-3,966
| -22% | -$319K | 0.01% | 1437 |
|
|
2021
Q1 | $1.2M | Sell |
17,648
-1,073
| -6% | -$73K | 0.01% | 1301 |
|
|
2020
Q4 | $1.31M | Buy |
18,721
+14,406
| +334% | +$1M | 0.01% | 1188 |
|
|
2020
Q3 | $222K | Sell |
4,315
-9,135
| -68% | -$470K | ﹤0.01% | 1745 |
|
|
2020
Q2 | $789K | Sell |
13,450
-1,317
| -9% | -$77.3K | 0.01% | 1297 |
|
|
2020
Q1 | $747K | Sell |
14,767
-4,035
| -21% | -$204K | 0.01% | 1215 |
|
|
2019
Q4 | $1.39M | Sell |
18,802
-445
| -2% | -$33K | 0.01% | 1194 |
|
|
2019
Q3 | $1.1M | Sell |
19,247
-1,032
| -5% | -$59K | 0.01% | 1286 |
|
|
2019
Q2 | $1.33M | Buy |
20,279
+2,163
| +12% | +$142K | 0.01% | 1219 |
|
|
2019
Q1 | $1.34M | Buy |
18,116
+885
| +5% | +$65.5K | 0.01% | 1246 |
|
|
2018
Q4 | $1.03M | Buy |
17,231
+3,355
| +24% | +$200K | 0.01% | 1374 |
|
|
2018
Q3 | $1.31M | Buy |
13,876
+8,089
| +140% | +$764K | 0.01% | 1475 |
|
|
2018
Q2 | $435K | Sell |
5,787
-1,791
| -24% | -$135K | ﹤0.01% | 2025 |
|
|
2018
Q1 | $459K | Sell |
7,578
-384
| -5% | -$23.3K | ﹤0.01% | 2407 |
|
|
2017
Q4 | $372K | Sell |
7,962
-2,170
| -21% | -$101K | ﹤0.01% | 2435 |
|
|
2017
Q3 | $512K | Buy |
10,132
+1,384
| +16% | +$69.9K | ﹤0.01% | 2377 |
|
|
2017
Q2 | $434K | Buy |
8,748
+1,025
| +13% | +$50.9K | ﹤0.01% | 2446 |
|
|
2017
Q1 | $329K | Buy |
7,723
+698
| +10% | +$29.7K | ﹤0.01% | 2531 |
|
|
2016
Q4 | $285K | Buy |
+7,025
| New | +$285K | ﹤0.01% | 2601 |
|