Prudential 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 | $1.44M | Buy |
14,155
+4,022
| +40% | +$408K | ﹤0.01% | 1522 |
|
2025
Q1 | $981K | Buy |
10,133
+360
| +4% | +$34.8K | ﹤0.01% | 1579 |
|
2024
Q4 | $963K | Sell |
9,773
-6,008
| -38% | -$592K | ﹤0.01% | 1588 |
|
2024
Q3 | $1.29M | Sell |
15,781
-186,493
| -92% | -$15.3M | ﹤0.01% | 1754 |
|
2024
Q2 | $17.4M | Buy |
202,274
+55,047
| +37% | +$4.75M | 0.03% | 471 |
|
2024
Q1 | $12M | Sell |
147,227
-425,916
| -74% | -$34.8M | 0.02% | 613 |
|
2023
Q4 | $38M | Buy |
573,143
+142,229
| +33% | +$9.43M | 0.06% | 282 |
|
2023
Q3 | $31.5M | Buy |
430,914
+344,599
| +399% | +$25.2M | 0.05% | 329 |
|
2023
Q2 | $5.45M | Buy |
86,315
+77,383
| +866% | +$4.89M | 0.01% | 865 |
|
2023
Q1 | $524K | Sell |
8,932
-499
| -5% | -$29.3K | ﹤0.01% | 2040 |
|
2022
Q4 | $581K | Sell |
9,431
-58
| -0.6% | -$3.58K | ﹤0.01% | 1957 |
|
2022
Q3 | $655K | Sell |
9,489
-68
| -0.7% | -$4.69K | ﹤0.01% | 1948 |
|
2022
Q2 | $607K | Buy |
9,557
+56
| +0.6% | +$3.56K | ﹤0.01% | 2034 |
|
2022
Q1 | $641K | Sell |
9,501
-657
| -6% | -$44.3K | ﹤0.01% | 2086 |
|
2021
Q4 | $449K | Sell |
10,158
-1,385
| -12% | -$61.2K | ﹤0.01% | 2241 |
|
2021
Q3 | $748K | Buy |
11,543
+180
| +2% | +$11.7K | ﹤0.01% | 1964 |
|
2021
Q2 | $914K | Sell |
11,363
-4,119
| -27% | -$331K | ﹤0.01% | 1868 |
|
2021
Q1 | $1.05M | Buy |
15,482
+1,080
| +7% | +$73.5K | ﹤0.01% | 1791 |
|
2020
Q4 | $1M | Buy |
14,402
+285
| +2% | +$19.9K | ﹤0.01% | 1743 |
|
2020
Q3 | $725K | Buy |
14,117
+509
| +4% | +$26.1K | ﹤0.01% | 1803 |
|
2020
Q2 | $798K | Sell |
13,608
-39,035
| -74% | -$2.29M | ﹤0.01% | 1742 |
|
2020
Q1 | $2.66M | Buy |
52,643
+2,231
| +4% | +$113K | 0.01% | 1220 |
|
2019
Q4 | $3.73M | Buy |
50,412
+3,837
| +8% | +$284K | 0.01% | 1270 |
|
2019
Q3 | $2.66M | Buy |
46,575
+6,272
| +16% | +$358K | ﹤0.01% | 1437 |
|
2019
Q2 | $2.64M | Buy |
40,303
+5,284
| +15% | +$346K | ﹤0.01% | 1465 |
|
2019
Q1 | $2.59M | Sell |
35,019
-227,770
| -87% | -$16.9M | ﹤0.01% | 1472 |
|
2018
Q4 | $15.7M | Buy |
262,789
+67,778
| +35% | +$4.04M | 0.03% | 622 |
|
2018
Q3 | $18.4M | Sell |
195,011
-6,951
| -3% | -$656K | 0.03% | 646 |
|
2018
Q2 | $15.2M | Buy |
201,962
+106,292
| +111% | +$7.98M | 0.02% | 757 |
|
2018
Q1 | $5.79M | Buy |
95,670
+10,040
| +12% | +$608K | 0.01% | 1114 |
|
2017
Q4 | $4M | Sell |
85,630
-19,120
| -18% | -$892K | 0.01% | 1251 |
|
2017
Q3 | $5.3M | Sell |
104,750
-850
| -0.8% | -$43K | 0.01% | 1123 |
|
2017
Q2 | $5.26M | Buy |
105,600
+24,320
| +30% | +$1.21M | 0.01% | 1116 |
|
2017
Q1 | $3.45M | Sell |
81,280
-6,569
| -7% | -$279K | 0.01% | 1290 |
|
2016
Q4 | $3.56M | Buy |
87,849
+2,719
| +3% | +$110K | 0.01% | 1263 |
|
2016
Q3 | $3.22M | Sell |
85,130
-7,340
| -8% | -$278K | 0.01% | 1280 |
|
2016
Q2 | $2.81M | Buy |
92,470
+5,410
| +6% | +$164K | ﹤0.01% | 1394 |
|
2016
Q1 | $2.15M | Buy |
87,060
+6,700
| +8% | +$165K | ﹤0.01% | 1519 |
|
2015
Q4 | $2.02M | Buy |
80,360
+2,300
| +3% | +$57.7K | ﹤0.01% | 1505 |
|
2015
Q3 | $2.31M | Buy |
78,060
+2,260
| +3% | +$66.8K | ﹤0.01% | 1389 |
|
2015
Q2 | $2.43M | Buy |
+75,800
| New | +$2.43M | ﹤0.01% | 1473 |
|