KeyBank National Association’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,092
| Closed | -$393K | – | 1167 |
|
|
2024
Q4 | $393K | Buy |
+4,092
| New | +$393K | ﹤0.01% | 895 |
|
|
2018
Q4 | – | Sell |
-4,864
| Closed | -$459K | – | 983 |
|
|
2018
Q3 | $459K | Sell |
4,864
-3,828
| -44% | -$361K | ﹤0.01% | 791 |
|
|
2018
Q2 | $653K | Hold |
8,692
| – | – | ﹤0.01% | 677 |
|
|
2018
Q1 | $526K | Hold |
8,692
| – | – | ﹤0.01% | 726 |
|
|
2017
Q4 | $406K | Sell |
8,692
-1,000
| -10% | -$46.7K | ﹤0.01% | 807 |
|
|
2017
Q3 | $490K | Sell |
9,692
-3,243
| -25% | -$164K | ﹤0.01% | 783 |
|
|
2017
Q2 | $645K | Buy |
12,935
+1,000
| +8% | +$49.9K | ﹤0.01% | 737 |
|
|
2017
Q1 | $507K | Hold |
11,935
| – | – | ﹤0.01% | 816 |
|
|
2016
Q4 | $484K | Hold |
11,935
| – | – | ﹤0.01% | 824 |
|
|
2016
Q3 | $452K | Sell |
11,935
-540
| -4% | -$20.5K | ﹤0.01% | 856 |
|
|
2016
Q2 | $379K | Hold |
12,475
| – | – | ﹤0.01% | 872 |
|
|
2016
Q1 | $308K | Buy |
+12,475
| New | +$308K | ﹤0.01% | 926 |
|
|
2015
Q4 | – | Sell |
-7,914
| Closed | -$234K | – | 1149 |
|
|
2015
Q3 | $234K | Buy |
7,914
+1,500
| +23% | +$44.4K | ﹤0.01% | 1023 |
|
|
2015
Q2 | $206K | Buy |
+6,414
| New | +$206K | ﹤0.01% | 1125 |
|