Luther King Capital Management (LKCM)’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.26M | Hold |
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|
2025
Q1 | $4.44M | Hold |
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|
2024
Q4 | $4.82M | Buy |
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|
2024
Q3 | $3.75M | Buy |
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|
2024
Q2 | $3.9M | Buy |
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|
2024
Q1 | $3.49M | Hold |
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|
2023
Q4 | $2.84M | Hold |
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|
2023
Q3 | $3.13M | Buy |
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|
2023
Q2 | $2.6M | Buy |
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|
2023
Q1 | $2.37M | Sell |
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|
2022
Q4 | $3.35M | Sell |
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|
2022
Q3 | $4.84M | Buy |
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|
2022
Q2 | $4.38M | Buy |
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|
2022
Q1 | $3.73M | Buy |
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|
2021
Q4 | $1.35M | Hold |
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|
2021
Q3 | $1.98M | Hold |
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|
2021
Q2 | $2.46M | Hold |
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|
2021
Q1 | $2.08M | Sell |
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|
2020
Q4 | $2.19M | Sell |
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|
2020
Q3 | $1.81M | Sell |
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|
2020
Q2 | $3.15M | Buy |
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|
2020
Q1 | $2.46M | Buy |
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|
2019
Q4 | $3.6M | Sell |
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|
2019
Q3 | $2.78M | Sell |
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|
2019
Q2 | $3.18M | Sell |
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|
2019
Q1 | $4.91M | Sell |
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|
2018
Q4 | $4.21M | Sell |
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|
2018
Q3 | $6.81M | Sell |
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|
2018
Q2 | $5.65M | Sell |
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|
2018
Q1 | $4.81M | Sell |
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|
2017
Q4 | $4.06M | Sell |
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|
2017
Q3 | $4.96M | Sell |
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|
2017
Q2 | $5.45M | Sell |
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|
2017
Q1 | $5M | Sell |
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|
2016
Q4 | $6.64M | Sell |
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|
2016
Q3 | $10.7M | Sell |
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|
2016
Q2 | $11.4M | Buy |
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|
2016
Q1 | $7.66M | Buy |
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