LPL Financial’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.13M | Sell |
39,402
-2,582
| -6% | -$270K | ﹤0.01% | 2459 |
|
|
2025
Q1 | $3.53M | Sell |
41,984
-272
| -0.6% | -$22.9K | ﹤0.01% | 2425 |
|
|
2024
Q4 | $4.21M | Buy |
42,256
+4,451
| +12% | +$444K | ﹤0.01% | 2213 |
|
|
2024
Q3 | $3.09M | Buy |
37,805
+2,568
| +7% | +$210K | ﹤0.01% | 2333 |
|
|
2024
Q2 | $3.04M | Sell |
35,237
-1,126
| -3% | -$97.1K | ﹤0.01% | 2237 |
|
|
2024
Q1 | $2.97M | Sell |
36,363
-1,011
| -3% | -$82.5K | ﹤0.01% | 2177 |
|
|
2023
Q4 | $2.48M | Buy |
37,374
+1,453
| +4% | +$96.3K | ﹤0.01% | 2219 |
|
|
2023
Q3 | $2.64M | Buy |
35,921
+3,202
| +10% | +$235K | ﹤0.01% | 2072 |
|
|
2023
Q2 | $2.07M | Sell |
32,719
-4,573
| -12% | -$289K | ﹤0.01% | 2211 |
|
|
2023
Q1 | $2.19M | Sell |
37,292
-5,315
| -12% | -$312K | ﹤0.01% | 2074 |
|
|
2022
Q4 | $2.62M | Buy |
42,607
+1,363
| +3% | +$83.7K | ﹤0.01% | 1876 |
|
|
2022
Q3 | $2.77M | Buy |
41,244
+810
| +2% | +$54.4K | ﹤0.01% | 1759 |
|
|
2022
Q2 | $2.48M | Buy |
40,434
+1,934
| +5% | +$118K | ﹤0.01% | 1866 |
|
|
2022
Q1 | $2.59M | Buy |
38,500
+4,438
| +13% | +$299K | ﹤0.01% | 1846 |
|
|
2021
Q4 | $1.5M | Buy |
34,062
+188
| +0.6% | +$8.3K | ﹤0.01% | 2304 |
|
|
2021
Q3 | $2.2M | Buy |
33,874
+3,760
| +12% | +$244K | ﹤0.01% | 1963 |
|
|
2021
Q2 | $2.42M | Buy |
30,114
+7,081
| +31% | +$570K | ﹤0.01% | 1811 |
|
|
2021
Q1 | $1.57M | Buy |
23,033
+964
| +4% | +$65.5K | ﹤0.01% | 2021 |
|
|
2020
Q4 | $1.54M | Buy |
22,069
+299
| +1% | +$20.8K | ﹤0.01% | 1855 |
|
|
2020
Q3 | $1.12M | Buy |
21,770
+21
| +0.1% | +$1.08K | ﹤0.01% | 1852 |
|
|
2020
Q2 | $1.28M | Buy |
21,749
+2,432
| +13% | +$143K | ﹤0.01% | 1650 |
|
|
2020
Q1 | $977K | Sell |
19,317
-2,336
| -11% | -$118K | ﹤0.01% | 1621 |
|
|
2019
Q4 | $1.6M | Buy |
21,653
+28
| +0.1% | +$2.07K | ﹤0.01% | 1514 |
|
|
2019
Q3 | $1.24M | Sell |
21,625
-268
| -1% | -$15.3K | ﹤0.01% | 1579 |
|
|
2019
Q2 | $1.43M | Buy |
21,893
+5,048
| +30% | +$329K | ﹤0.01% | 1464 |
|
|
2019
Q1 | $1.25M | Sell |
16,845
-332
| -2% | -$24.6K | ﹤0.01% | 1500 |
|
|
2018
Q4 | $1.03M | Buy |
17,177
+409
| +2% | +$24.4K | ﹤0.01% | 1510 |
|
|
2018
Q3 | $1.58M | Sell |
16,768
-257
| -2% | -$24.3K | ﹤0.01% | 1332 |
|
|
2018
Q2 | $1.28M | Buy |
17,025
+163
| +1% | +$12.2K | ﹤0.01% | 1451 |
|
|
2018
Q1 | $1.02M | Buy |
16,862
+136
| +0.8% | +$8.24K | ﹤0.01% | 1578 |
|
|
2017
Q4 | $783K | Sell |
16,726
-1
| -0% | -$47 | ﹤0.01% | 1703 |
|
|
2017
Q3 | $845K | Sell |
16,727
-26,628
| -61% | -$1.35M | ﹤0.01% | 1548 |
|
|
2017
Q2 | $2.16M | Buy |
43,355
+23,571
| +119% | +$1.17M | 0.01% | 888 |
|
|
2017
Q1 | $826K | Sell |
19,784
-2,324
| -11% | -$97K | 0.01% | 1396 |
|
|
2016
Q4 | $889K | Sell |
22,108
-4,212
| -16% | -$169K | 0.01% | 1298 |
|
|
2016
Q3 | $989K | Sell |
26,320
-386
| -1% | -$14.5K | 0.01% | 1211 |
|
|
2016
Q2 | $809K | Buy |
26,706
+13,219
| +98% | +$400K | 0.01% | 1311 |
|
|
2016
Q1 | $339K | Buy |
+13,487
| New | +$339K | ﹤0.01% | 2419 |
|
|
2015
Q4 | – | Sell |
-20,550
| Closed | -$603K | – | 3199 |
|
|
2015
Q3 | $603K | Buy |
20,550
+12,950
| +170% | +$380K | ﹤0.01% | 1634 |
|
|
2015
Q2 | $237K | Buy |
+7,600
| New | +$237K | ﹤0.01% | 2497 |
|