Principal Financial Group’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.1M | Sell |
248,754
-18,087
| -7% | -$1.89M | 0.01% | 708 |
|
|
2025
Q1 | $23.6M | Buy |
266,841
+3,873
| +1% | +$342K | 0.01% | 726 |
|
|
2024
Q4 | $25.2M | Buy |
262,968
+20,563
| +8% | +$1.97M | 0.01% | 724 |
|
|
2024
Q3 | $19.8M | Sell |
242,405
-95,161
| -28% | -$7.79M | 0.01% | 847 |
|
|
2024
Q2 | $29.1M | Sell |
337,566
-26,485
| -7% | -$2.28M | 0.02% | 665 |
|
|
2024
Q1 | $29.7M | Buy |
364,051
+13,385
| +4% | +$1.09M | 0.02% | 685 |
|
|
2023
Q4 | $23.2M | Buy |
350,666
+9,926
| +3% | +$658K | 0.01% | 787 |
|
|
2023
Q3 | $24.9M | Buy |
340,740
+1,434
| +0.4% | +$105K | 0.02% | 692 |
|
|
2023
Q2 | $21.4M | Sell |
339,306
-9,206
| -3% | -$581K | 0.01% | 802 |
|
|
2023
Q1 | $20.5M | Sell |
348,512
-32,096
| -8% | -$1.88M | 0.01% | 838 |
|
|
2022
Q4 | $23.5M | Buy |
380,608
+39,179
| +11% | +$2.41M | 0.02% | 716 |
|
|
2022
Q3 | $22.9M | Sell |
341,429
-4,430
| -1% | -$298K | 0.02% | 691 |
|
|
2022
Q2 | $21.2M | Buy |
345,859
+45,170
| +15% | +$2.77M | 0.02% | 781 |
|
|
2022
Q1 | $20.3M | Sell |
300,689
-1,330
| -0.4% | -$89.7K | 0.01% | 896 |
|
|
2021
Q4 | $13.4M | Buy |
302,019
+3,088
| +1% | +$137K | 0.01% | 1235 |
|
|
2021
Q3 | $19.4M | Buy |
298,931
+2,570
| +0.9% | +$166K | 0.01% | 976 |
|
|
2021
Q2 | $23.9M | Sell |
296,361
-17,555
| -6% | -$1.41M | 0.02% | 832 |
|
|
2021
Q1 | $21.3M | Buy |
313,916
+55,886
| +22% | +$3.8M | 0.02% | 863 |
|
|
2020
Q4 | $18M | Buy |
258,030
+9,463
| +4% | +$660K | 0.01% | 843 |
|
|
2020
Q3 | $12.8M | Buy |
248,567
+7,988
| +3% | +$410K | 0.01% | 918 |
|
|
2020
Q2 | $14.1M | Buy |
240,579
+20,716
| +9% | +$1.22M | 0.01% | 841 |
|
|
2020
Q1 | $11.1M | Sell |
219,863
-90,689
| -29% | -$4.59M | 0.01% | 845 |
|
|
2019
Q4 | $23M | Sell |
310,552
-525
| -0.2% | -$38.9K | 0.02% | 697 |
|
|
2019
Q3 | $17.8M | Buy |
311,077
+66,748
| +27% | +$3.81M | 0.02% | 850 |
|
|
2019
Q2 | $16M | Buy |
244,329
+4,107
| +2% | +$269K | 0.01% | 940 |
|
|
2019
Q1 | $17.8M | Sell |
240,222
-931
| -0.4% | -$68.9K | 0.02% | 861 |
|
|
2018
Q4 | $14.4M | Sell |
241,153
-39,622
| -14% | -$2.36M | 0.02% | 926 |
|
|
2018
Q3 | $26.5M | Sell |
280,775
-169,838
| -38% | -$16M | 0.02% | 676 |
|
|
2018
Q2 | $33.8M | Buy |
450,613
+5,394
| +1% | +$405K | 0.03% | 529 |
|
|
2018
Q1 | $27M | Buy |
445,219
+17,193
| +4% | +$1.04M | 0.03% | 620 |
|
|
2017
Q4 | $20M | Sell |
428,026
-9,739
| -2% | -$454K | 0.02% | 821 |
|
|
2017
Q3 | $22.1M | Buy |
437,765
+50,766
| +13% | +$2.57M | 0.02% | 713 |
|
|
2017
Q2 | $19.3M | Buy |
386,999
+43,266
| +13% | +$2.16M | 0.02% | 788 |
|
|
2017
Q1 | $14.6M | Buy |
343,733
+18,676
| +6% | +$793K | 0.02% | 936 |
|
|
2016
Q4 | $13.2M | Buy |
325,057
+4,420
| +1% | +$179K | 0.02% | 994 |
|
|
2016
Q3 | $12.1M | Buy |
320,637
+62,599
| +24% | +$2.37M | 0.02% | 990 |
|
|
2016
Q2 | $7.84M | Buy |
258,038
+8,173
| +3% | +$248K | 0.01% | 1207 |
|
|
2016
Q1 | $6.16M | Buy |
249,865
+11,840
| +5% | +$292K | 0.01% | 1282 |
|
|
2015
Q4 | $5.97M | Buy |
238,025
+20,169
| +9% | +$506K | 0.01% | 1272 |
|
|
2015
Q3 | $6.44M | Buy |
217,856
+3,798
| +2% | +$112K | 0.01% | 1206 |
|
|
2015
Q2 | $6.86M | Buy |
+214,058
| New | +$6.86M | 0.01% | 1259 |
|