Los Angeles 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 | $1.84M | Sell |
17,536
-660
| -4% | -$69.1K | 0.01% | 471 |
|
|
2025
Q1 | $1.61M | Sell |
18,196
-7,924
| -30% | -$700K | 0.01% | 446 |
|
|
2024
Q4 | $2.51M | Sell |
26,120
-29,477
| -53% | -$2.83M | 0.01% | 400 |
|
|
2024
Q3 | $4.55M | Buy |
55,597
+26,690
| +92% | +$2.18M | 0.02% | 318 |
|
|
2024
Q2 | $2.49M | Sell |
28,907
-4,317
| -13% | -$372K | 0.01% | 403 |
|
|
2024
Q1 | $2.71M | Sell |
33,224
-365
| -1% | -$29.8K | 0.01% | 433 |
|
|
2023
Q4 | $2.23M | Sell |
33,589
-30,871
| -48% | -$2.05M | 0.01% | 456 |
|
|
2023
Q3 | $4.71M | Sell |
64,460
-1,649
| -2% | -$120K | 0.02% | 322 |
|
|
2023
Q2 | $4.17M | Buy |
66,109
+16,890
| +34% | +$1.07M | 0.02% | 356 |
|
|
2023
Q1 | $2.89M | Buy |
+49,219
| New | +$2.89M | 0.01% | 425 |
|
|
2022
Q1 | – | Sell |
-5,670
| Closed | -$251K | – | 1444 |
|
|
2021
Q4 | $251K | Sell |
5,670
-190
| -3% | -$8.41K | ﹤0.01% | 1297 |
|
|
2021
Q3 | $379K | Hold |
5,860
| – | – | ﹤0.01% | 1188 |
|
|
2021
Q2 | $472K | Sell |
5,860
-13,735
| -70% | -$1.11M | ﹤0.01% | 1196 |
|
|
2021
Q1 | $1.33M | Sell |
19,595
-13,646
| -41% | -$928K | 0.01% | 773 |
|
|
2020
Q4 | $2.32M | Buy |
33,241
+25
| +0.1% | +$1.74K | 0.01% | 605 |
|
|
2020
Q3 | $1.71M | Sell |
33,216
-26,240
| -44% | -$1.35M | 0.01% | 609 |
|
|
2020
Q2 | $3.49M | Sell |
59,456
-1,635
| -3% | -$95.9K | 0.02% | 476 |
|
|
2020
Q1 | $3.09M | Sell |
61,091
-2,019
| -3% | -$102K | 0.02% | 432 |
|
|
2019
Q4 | $4.68M | Sell |
63,110
-30,915
| -33% | -$2.29M | 0.02% | 429 |
|
|
2019
Q3 | $5.37M | Buy |
94,025
+64,535
| +219% | +$3.69M | 0.03% | 400 |
|
|
2019
Q2 | $1.93M | Sell |
29,490
-2,090
| -7% | -$137K | 0.01% | 653 |
|
|
2019
Q1 | $2.34M | Buy |
31,580
+35
| +0.1% | +$2.59K | 0.01% | 615 |
|
|
2018
Q4 | $1.88M | Sell |
31,545
-830
| -3% | -$49.5K | 0.01% | 571 |
|
|
2018
Q3 | $3.06M | Buy |
32,375
+5,220
| +19% | +$493K | 0.02% | 559 |
|
|
2018
Q2 | $2.04M | Sell |
27,155
-3,860
| -12% | -$290K | 0.01% | 689 |
|
|
2018
Q1 | $1.88M | Sell |
31,015
-155
| -0.5% | -$9.39K | 0.01% | 650 |
|
|
2017
Q4 | $1.45M | Buy |
31,170
+13,130
| +73% | +$612K | 0.01% | 759 |
|
|
2017
Q3 | $912K | Buy |
+18,040
| New | +$912K | 0.01% | 842 |
|
|
2016
Q4 | – | Sell |
-53,815
| Closed | -$2.04M | – | 1192 |
|
|
2016
Q3 | $2.04M | Sell |
53,815
-19,845
| -27% | -$751K | 0.02% | 566 |
|
|
2016
Q2 | $2.24M | Sell |
73,660
-7,070
| -9% | -$215K | 0.02% | 521 |
|
|
2016
Q1 | $1.99M | Buy |
80,730
+71,190
| +746% | +$1.76M | 0.02% | 466 |
|
|
2015
Q4 | $239K | Hold |
9,540
| – | – | ﹤0.01% | 1028 |
|
|
2015
Q3 | $282K | Hold |
9,540
| – | – | ﹤0.01% | 1038 |
|
|
2015
Q2 | $306K | Sell |
9,540
-220
| -2% | -$7.06K | ﹤0.01% | 1053 |
|
|
2015
Q1 | $244K | Buy |
+9,760
| New | +$244K | ﹤0.01% | 1112 |
|