Janney Montgomery Scott’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $568K | Sell |
5,418
-858
| -14% | -$89.9K | ﹤0.01% | 1934 |
|
|
2025
Q1 | $555K | Buy |
6,276
+924
| +17% | +$81.7K | ﹤0.01% | 1920 |
|
|
2024
Q4 | $514K | Buy |
5,352
+420
| +9% | +$40.3K | ﹤0.01% | 1976 |
|
|
2024
Q3 | $404K | Buy |
4,932
+629
| +15% | +$51.5K | ﹤0.01% | 2109 |
|
|
2024
Q2 | $371K | Buy |
4,303
+333
| +8% | +$28.7K | ﹤0.01% | 2091 |
|
|
2024
Q1 | $324K | Buy |
3,970
+855
| +27% | +$69.8K | ﹤0.01% | 2284 |
|
|
2023
Q4 | $207K | Buy |
3,115
+140
| +5% | +$9.3K | ﹤0.01% | 2448 |
|
|
2023
Q3 | $217K | Buy |
+2,975
| New | +$217K | ﹤0.01% | 2341 |
|
|
2023
Q2 | – | Sell |
-4,370
| Closed | -$257K | – | 2673 |
|
|
2023
Q1 | $257K | Buy |
+4,370
| New | +$257K | ﹤0.01% | 2140 |
|
|
2022
Q1 | – | Sell |
-4,963
| Closed | -$220K | – | 2321 |
|
|
2021
Q4 | $220K | Buy |
+4,963
| New | +$220K | ﹤0.01% | 2179 |
|
|
2021
Q2 | – | Sell |
-4,573
| Closed | -$311K | – | 2266 |
|
|
2021
Q1 | $311K | Sell |
4,573
-1,110
| -20% | -$75.5K | ﹤0.01% | 1835 |
|
|
2020
Q4 | $396K | Sell |
5,683
-365
| -6% | -$25.4K | ﹤0.01% | 1712 |
|
|
2020
Q3 | $311K | Sell |
6,048
-702
| -10% | -$36.1K | ﹤0.01% | 1682 |
|
|
2020
Q2 | $396K | Sell |
6,750
-8,943
| -57% | -$525K | ﹤0.01% | 1481 |
|
|
2020
Q1 | $794K | Sell |
15,693
-259
| -2% | -$13.1K | 0.01% | 1026 |
|
|
2019
Q4 | $1.18M | Buy |
15,952
+2,336
| +17% | +$173K | 0.01% | 1000 |
|
|
2019
Q3 | $778K | Buy |
13,616
+3,751
| +38% | +$214K | 0.01% | 1151 |
|
|
2019
Q2 | $645K | Buy |
9,865
+1,002
| +11% | +$65.5K | 0.01% | 1276 |
|
|
2019
Q1 | $656K | Sell |
8,863
-412
| -4% | -$30.5K | 0.01% | 1234 |
|
|
2018
Q4 | $553K | Sell |
9,275
-9,959
| -52% | -$594K | 0.01% | 1239 |
|
|
2018
Q3 | $1.82M | Sell |
19,234
-1,542
| -7% | -$146K | 0.02% | 736 |
|
|
2018
Q2 | $1.56M | Buy |
20,776
+8,814
| +74% | +$662K | 0.02% | 774 |
|
|
2018
Q1 | $724K | Buy |
11,962
+470
| +4% | +$28.4K | 0.01% | 1118 |
|
|
2017
Q4 | $536K | Buy |
11,492
+811
| +8% | +$37.8K | 0.01% | 1269 |
|
|
2017
Q3 | $540K | Buy |
10,681
+345
| +3% | +$17.4K | 0.01% | 1218 |
|
|
2017
Q2 | $515K | Sell |
10,336
-614
| -6% | -$30.6K | 0.01% | 1165 |
|
|
2017
Q1 | $465K | Buy |
10,950
+1,650
| +18% | +$70.1K | 0.01% | 1194 |
|
|
2016
Q4 | $377K | Buy |
9,300
+4,000
| +75% | +$162K | 0.01% | 1199 |
|
|
2016
Q3 | $201K | Buy |
+5,300
| New | +$201K | ﹤0.01% | 1398 |
|
|
2016
Q2 | – | Sell |
-23,064
| Closed | -$569K | – | 912 |
|
|
2016
Q1 | $569K | Buy |
23,064
+3,191
| +16% | +$78.7K | 0.01% | 719 |
|
|
2015
Q4 | $498K | Buy |
+19,873
| New | +$498K | 0.01% | 810 |
|