Quadrant Capital 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 | $1.16M | Buy |
11,035
+5,436
| +97% | +$569K | 0.04% | 412 |
|
|
2025
Q1 | $495K | Buy |
5,599
+3,269
| +140% | +$289K | 0.02% | 750 |
|
|
2024
Q4 | $224K | Buy |
2,330
+233
| +11% | +$22.4K | 0.02% | 620 |
|
|
2024
Q3 | $172K | Sell |
2,097
-134
| -6% | -$11K | 0.01% | 782 |
|
|
2024
Q2 | $192K | Buy |
2,231
+386
| +21% | +$33.3K | 0.01% | 674 |
|
|
2024
Q1 | $151K | Buy |
1,845
+230
| +14% | +$18.8K | 0.01% | 789 |
|
|
2023
Q4 | $107K | Buy |
1,615
+56
| +4% | +$3.71K | 0.01% | 955 |
|
|
2023
Q3 | $114K | Buy |
1,559
+469
| +43% | +$34.3K | 0.01% | 800 |
|
|
2023
Q2 | $68.8K | Buy |
1,090
+352
| +48% | +$22.2K | 0.01% | 1087 |
|
|
2023
Q1 | $43.3K | Buy |
738
+198
| +37% | +$11.6K | ﹤0.01% | 1310 |
|
|
2022
Q4 | $33.3K | Buy |
540
+208
| +63% | +$12.8K | ﹤0.01% | 1412 |
|
|
2022
Q3 | $22K | Sell |
332
-28
| -8% | -$1.86K | ﹤0.01% | 1479 |
|
|
2022
Q2 | $22K | Buy |
360
+125
| +53% | +$7.64K | ﹤0.01% | 1256 |
|
|
2022
Q1 | $16K | Buy |
235
+114
| +94% | +$7.76K | ﹤0.01% | 1435 |
|
|
2021
Q4 | $5K | Buy |
121
+5
| +4% | +$207 | ﹤0.01% | 1873 |
|
|
2021
Q3 | $8K | Buy |
116
+12
| +12% | +$828 | ﹤0.01% | 1702 |
|
|
2021
Q2 | $8K | Hold |
104
| – | – | ﹤0.01% | 1669 |
|
|
2021
Q1 | $7K | Hold |
104
| – | – | ﹤0.01% | 1647 |
|
|
2020
Q4 | $7K | Buy |
104
+3
| +3% | +$202 | ﹤0.01% | 1574 |
|
|
2020
Q3 | $5K | Buy |
101
+25
| +33% | +$1.24K | ﹤0.01% | 1540 |
|
|
2020
Q2 | $4K | Sell |
76
-670
| -90% | -$35.3K | ﹤0.01% | 1736 |
|
|
2020
Q1 | $38K | Sell |
746
-481
| -39% | -$24.5K | 0.01% | 1002 |
|
|
2019
Q4 | $90K | Sell |
1,227
-335
| -21% | -$24.6K | 0.01% | 1035 |
|
|
2019
Q3 | $88K | Buy |
1,562
+192
| +14% | +$10.8K | 0.01% | 939 |
|
|
2019
Q2 | $88K | Buy |
1,370
+1,323
| +2,815% | +$85K | 0.01% | 935 |
|
|
2019
Q1 | $3K | Hold |
47
| – | – | ﹤0.01% | 1979 |
|
|
2018
Q4 | $2K | Hold |
47
| – | – | ﹤0.01% | 1894 |
|
|
2018
Q3 | $4K | Hold |
47
| – | – | ﹤0.01% | 1620 |
|
|
2018
Q2 | $3K | Hold |
47
| – | – | ﹤0.01% | 1729 |
|
|
2018
Q1 | $2K | Hold |
47
| – | – | ﹤0.01% | 1840 |
|
|
2017
Q4 | $2K | Hold |
47
| – | – | ﹤0.01% | 1781 |
|
|
2017
Q3 | $2K | Hold |
47
| – | – | ﹤0.01% | 1787 |
|
|
2017
Q2 | $0 | Hold |
47
| – | – | ﹤0.01% | 1936 |
|
|
2017
Q1 | $2K | Hold |
47
| – | – | ﹤0.01% | 1611 |
|
|
2016
Q4 | $1K | Hold |
47
| – | – | ﹤0.01% | 1703 |
|
|
2016
Q3 | $1K | Hold |
47
| – | – | ﹤0.01% | 1685 |
|
|
2016
Q2 | $1K | Hold |
47
| – | – | ﹤0.01% | 1658 |
|
|
2016
Q1 | $1K | Buy |
+47
| New | +$1K | ﹤0.01% | 1518 |
|