Janney Montgomery Scott’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $511K | Sell |
|
|||||
|
2025
Q2 | $568K | Sell |
|
|||||
|
2025
Q1 | $555K | Buy |
|
|||||
|
2024
Q4 | $514K | Buy |
|
|||||
|
2024
Q3 | $404K | Buy |
|
|||||
|
2024
Q2 | $371K | Buy |
|
|||||
|
2024
Q1 | $324K | Buy |
|
|||||
|
2023
Q4 | $207K | Buy |
|
|||||
|
2023
Q3 | $217K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $257K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $220K | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $311K | Sell |
|
|||||
|
2020
Q4 | $396K | Sell |
|
|||||
|
2020
Q3 | $311K | Sell |
|
|||||
|
2020
Q2 | $396K | Sell |
|
|||||
|
2020
Q1 | $794K | Sell |
|
|||||
|
2019
Q4 | $1.18M | Buy |
|
|||||
|
2019
Q3 | $778K | Buy |
|
|||||
|
2019
Q2 | $645K | Buy |
|
|||||
|
2019
Q1 | $656K | Sell |
|
|||||
|
2018
Q4 | $553K | Sell |
|
|||||
|
2018
Q3 | $1.82M | Sell |
|
|||||
|
2018
Q2 | $1.56M | Buy |
|
|||||
|
2018
Q1 | $724K | Buy |
|
|||||
|
2017
Q4 | $536K | Buy |
|
|||||
|
2017
Q3 | $540K | Buy |
|
|||||
|
2017
Q2 | $515K | Sell |
|
|||||
|
2017
Q1 | $465K | Buy |
|
|||||
|
2016
Q4 | $377K | Buy |
|
|||||
|
2016
Q3 | $201K | Buy |
|
|||||
|
2016
Q2 | – | Sell |
|
|||||
|
2016
Q1 | $569K | Buy |
|
|||||
|
2015
Q4 | $498K | Buy |
|