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