Hodges Capital Management’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.25M | Sell |
21,500
-1,000
| -4% | -$105K | 0.22% | 106 |
|
|
2025
Q1 | $1.99M | Buy |
+22,500
| New | +$1.99M | 0.2% | 123 |
|
|
2020
Q1 | – | Sell |
-78,829
| Closed | -$5.84M | – | 203 |
|
|
2019
Q4 | $5.84M | Sell |
78,829
-70,066
| -47% | -$5.19M | 0.77% | 38 |
|
|
2019
Q3 | $8.51M | Sell |
148,895
-5,080
| -3% | -$290K | 0.98% | 31 |
|
|
2019
Q2 | $10.1M | Sell |
153,975
-17,265
| -10% | -$1.13M | 1.09% | 27 |
|
|
2019
Q1 | $12.7M | Sell |
171,240
-1,110
| -0.6% | -$82.1K | 1.28% | 20 |
|
|
2018
Q4 | $10.3M | Sell |
172,350
-10,180
| -6% | -$607K | 1.15% | 26 |
|
|
2018
Q3 | $17.2M | Sell |
182,530
-13,610
| -7% | -$1.28M | 1.27% | 21 |
|
|
2018
Q2 | $14.7M | Buy |
196,140
+111,040
| +130% | +$8.34M | 1.09% | 22 |
|
|
2018
Q1 | $5.15M | Buy |
+85,100
| New | +$5.15M | 0.41% | 65 |
|