HighTower 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 | $9.17M | Sell |
87,512
-274
| -0.3% | -$28.7K | 0.01% | 837 |
|
|
2025
Q1 | $7.76M | Sell |
87,786
-7,289
| -8% | -$644K | 0.01% | 868 |
|
|
2024
Q4 | $9.12M | Buy |
95,075
+4,370
| +5% | +$419K | 0.01% | 787 |
|
|
2024
Q3 | $7.42M | Sell |
90,705
-19,840
| -18% | -$1.62M | 0.01% | 872 |
|
|
2024
Q2 | $9.54M | Buy |
110,545
+21,842
| +25% | +$1.89M | 0.01% | 747 |
|
|
2024
Q1 | $7.23M | Buy |
88,703
+596
| +0.7% | +$48.6K | 0.01% | 818 |
|
|
2023
Q4 | $5.84M | Buy |
88,107
+1,167
| +1% | +$77.4K | 0.01% | 902 |
|
|
2023
Q3 | $6.37M | Buy |
86,940
+340
| +0.4% | +$24.9K | 0.01% | 819 |
|
|
2023
Q2 | $5.48M | Buy |
86,600
+1,040
| +1% | +$65.8K | 0.01% | 860 |
|
|
2023
Q1 | $5.03M | Buy |
85,560
+843
| +1% | +$49.5K | 0.01% | 854 |
|
|
2022
Q4 | $5.22M | Buy |
84,717
+1,330
| +2% | +$81.9K | 0.01% | 830 |
|
|
2022
Q3 | $5.6M | Buy |
83,387
+245
| +0.3% | +$16.5K | 0.02% | 752 |
|
|
2022
Q2 | $5.1M | Buy |
83,142
+584
| +0.7% | +$35.8K | 0.01% | 810 |
|
|
2022
Q1 | $5.57M | Buy |
82,558
+1,029
| +1% | +$69.4K | 0.01% | 835 |
|
|
2021
Q4 | $3.61M | Sell |
81,529
-3,137
| -4% | -$139K | 0.01% | 1061 |
|
|
2021
Q3 | $5.48M | Buy |
84,666
+726
| +0.9% | +$47K | 0.01% | 784 |
|
|
2021
Q2 | $6.76M | Buy |
83,940
+543
| +0.7% | +$43.7K | 0.02% | 679 |
|
|
2021
Q1 | $5.67M | Buy |
83,397
+202
| +0.2% | +$13.7K | 0.02% | 696 |
|
|
2020
Q4 | $5.8M | Sell |
83,195
-21
| -0% | -$1.46K | 0.02% | 546 |
|
|
2020
Q3 | $4.27M | Sell |
83,216
-376
| -0.4% | -$19.3K | 0.02% | 604 |
|
|
2020
Q2 | $4.91M | Sell |
83,592
-947
| -1% | -$55.6K | 0.03% | 518 |
|
|
2020
Q1 | $4.28M | Buy |
84,539
+468
| +0.6% | +$23.7K | 0.03% | 494 |
|
|
2019
Q4 | $6.23M | Buy |
84,071
+227
| +0.3% | +$16.8K | 0.04% | 469 |
|
|
2019
Q3 | $4.79M | Sell |
83,844
-4,662
| -5% | -$266K | 0.03% | 568 |
|
|
2019
Q2 | $5.79M | Sell |
88,506
-41,317
| -32% | -$2.7M | 0.03% | 501 |
|
|
2019
Q1 | $9.6M | Buy |
129,823
+1,980
| +2% | +$146K | 0.06% | 308 |
|
|
2018
Q4 | $7.62M | Sell |
127,843
-4,301
| -3% | -$256K | 0.06% | 336 |
|
|
2018
Q3 | $12.5M | Buy |
132,144
+419
| +0.3% | +$39.6K | 0.09% | 246 |
|
|
2018
Q2 | $9.9M | Buy |
131,725
+3,101
| +2% | +$233K | 0.08% | 278 |
|
|
2018
Q1 | $7.79M | Buy |
128,624
+4,031
| +3% | +$244K | 0.07% | 324 |
|
|
2017
Q4 | $5.81M | Sell |
124,593
-485
| -0.4% | -$22.6K | 0.05% | 424 |
|
|
2017
Q3 | $6.33M | Sell |
125,078
-31,038
| -20% | -$1.57M | 0.05% | 392 |
|
|
2017
Q2 | $7.78M | Buy |
156,116
+8,029
| +5% | +$400K | 0.07% | 317 |
|
|
2017
Q1 | $6.29M | Sell |
148,087
-22,707
| -13% | -$964K | 0.06% | 360 |
|
|
2016
Q4 | $6.92M | Sell |
170,794
-5
| -0% | -$203 | 0.08% | 277 |
|
|
2016
Q3 | $6.47M | Buy |
170,799
+731
| +0.4% | +$27.7K | 0.07% | 284 |
|
|
2016
Q2 | $5.17M | Hold |
170,068
| – | – | 0.07% | 317 |
|
|
2016
Q1 | $4.2M | Sell |
170,068
-141
| -0.1% | -$3.48K | 0.01% | 414 |
|
|
2015
Q4 | $4.27M | Sell |
170,209
-119,859
| -41% | -$3M | 0.05% | 375 |
|
|
2015
Q3 | $8.57M | Buy |
+290,068
| New | +$8.57M | 0.11% | 195 |
|