Raymond James & Associates’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $12.4M | Buy |
151,318
+1,911
| +1% | +$147K | 0.01% | 1096 |
|
|
2024
Q2 | $12.9M | Buy |
149,407
+15,140
| +11% | +$1.22M | 0.01% | 1018 |
|
|
2024
Q1 | $11M | Sell |
134,267
-36,316
| -21% | -$2.84M | 0.01% | 1101 |
|
|
2023
Q4 | $11.3M | Sell |
170,583
-2,164
| -1% | -$150K | 0.01% | 1031 |
|
|
2023
Q3 | $12.6M | Buy |
172,747
+17,317
| +11% | +$1.17M | 0.01% | 902 |
|
|
2023
Q2 | $9.81M | Sell |
155,430
-15,834
| -9% | -$918K | 0.01% | 1066 |
|
|
2023
Q1 | $10.1M | Buy |
171,264
+42,510
| +33% | +$2.58M | 0.01% | 1023 |
|
|
2022
Q4 | $7.94M | Buy |
128,754
+18,127
| +16% | +$1.22M | 0.01% | 1131 |
|
|
2022
Q3 | $7.43M | Sell |
110,627
-43,868
| -28% | -$2.78M | 0.01% | 1125 |
|
|
2022
Q2 | $9.48M | Sell |
154,495
-5,615
| -4% | -$360K | 0.01% | 1009 |
|
|
2022
Q1 | $10.8M | Buy |
160,110
+58,263
| +57% | +$3.15M | 0.01% | 1024 |
|
|
2021
Q4 | $4.51M | Sell |
101,847
-8,575
| -8% | -$499K | ﹤0.01% | 1626 |
|
|
2021
Q3 | $7.15M | Buy |
110,422
+4,920
| +5% | +$342K | 0.01% | 1266 |
|
|
2021
Q2 | $8.49M | Buy |
105,502
+12,169
| +13% | +$927K | 0.01% | 1170 |
|
|
2021
Q1 | $6.35M | Sell |
93,333
-66,184
| -41% | -$5.2M | 0.01% | 1285 |
|
|
2020
Q4 | $11.1M | Sell |
159,517
-86,420
| -35% | -$5.38M | 0.01% | 892 |
|
|
2020
Q3 | $12.6M | Sell |
245,937
-37,809
| -13% | -$2.08M | 0.02% | 745 |
|
|
2020
Q2 | $16.6M | Sell |
283,746
-13,197
| -4% | -$730K | 0.02% | 598 |
|
|
2020
Q1 | $15M | Buy |
296,943
+2,573
| +0.9% | +$171K | 0.02% | 563 |
|
|
2019
Q4 | $21.8M | Buy |
294,370
+145,506
| +98% | +$9.08M | 0.03% | 542 |
|
|
2019
Q3 | $8.51M | Buy |
148,864
+80,713
| +118% | +$5.36M | 0.01% | 939 |
|
|
2019
Q2 | $4.46M | Buy |
68,151
+9,268
| +16% | +$645K | 0.01% | 1277 |
|
|
2019
Q1 | $4.36M | Buy |
58,883
+3,737
| +7% | +$263K | 0.01% | 1258 |
|
|
2018
Q4 | $3.29M | Sell |
55,146
-198
| -0.4% | -$16K | 0.01% | 1333 |
|
|
2018
Q3 | $5.22M | Buy |
55,344
+5,644
| +11% | +$486K | 0.01% | 1188 |
|
|
2018
Q2 | $3.73M | Buy |
49,700
+984
| +2% | +$70.7K | 0.01% | 1357 |
|
|
2018
Q1 | $2.95M | Buy |
48,716
+9,687
| +25% | +$524K | 0.01% | 1452 |
|
|
2017
Q4 | $1.82M | Buy |
39,029
+345
| +0.9% | +$17.1K | ﹤0.01% | 1750 |
|
|
2017
Q3 | $1.96M | Sell |
38,684
-18,782
| -33% | -$874K | ﹤0.01% | 1666 |
|
|
2017
Q2 | $2.86M | Buy |
57,466
+14,355
| +33% | +$671K | 0.01% | 1351 |
|
|
2017
Q1 | $1.83M | Sell |
43,111
-14,194
| -25% | -$628K | ﹤0.01% | 1582 |
|
|
2016
Q4 | $2.32M | Buy |
+57,305
| New | +$2.21M | 0.01% | 1391 |
|
Other funds holding HQY
WA
