Natixis Advisors’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.32M | Sell |
31,731
-156,328
| -83% | -$16.4M | 0.01% | 936 |
|
|
2025
Q1 | $16.6M | Buy |
188,059
+4,069
| +2% | +$360K | 0.03% | 504 |
|
|
2024
Q4 | $17.7M | Sell |
183,990
-25,185
| -12% | -$2.42M | 0.03% | 479 |
|
|
2024
Q3 | $17.1M | Buy |
209,175
+48,009
| +30% | +$3.93M | 0.03% | 483 |
|
|
2024
Q2 | $13.9M | Buy |
161,166
+20,552
| +15% | +$1.77M | 0.03% | 498 |
|
|
2024
Q1 | $11.5M | Buy |
140,614
+123,402
| +717% | +$10.1M | 0.03% | 564 |
|
|
2023
Q4 | $1.14M | Sell |
17,212
-452
| -3% | -$30K | ﹤0.01% | 1161 |
|
|
2023
Q3 | $1.29M | Buy |
17,664
+1,180
| +7% | +$86.2K | ﹤0.01% | 1110 |
|
|
2023
Q2 | $1.04M | Buy |
16,484
+2,654
| +19% | +$168K | ﹤0.01% | 1146 |
|
|
2023
Q1 | $812K | Sell |
13,830
-875
| -6% | -$51.4K | ﹤0.01% | 1187 |
|
|
2022
Q4 | $906K | Sell |
14,705
-4,487
| -23% | -$276K | ﹤0.01% | 1165 |
|
|
2022
Q3 | $1.29M | Buy |
19,192
+2,317
| +14% | +$156K | 0.01% | 1027 |
|
|
2022
Q2 | $1.04M | Buy |
16,875
+3,054
| +22% | +$187K | ﹤0.01% | 1116 |
|
|
2022
Q1 | $932K | Buy |
+13,821
| New | +$932K | ﹤0.01% | 1150 |
|