Raymond James Financial Services Advisors’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.21M | Sell |
14,809
-5,329
| -26% | -$436K | ﹤0.01% | 2033 |
|
|
2024
Q2 | $1.74M | Buy |
20,138
+647
| +3% | +$55.8K | ﹤0.01% | 1750 |
|
|
2024
Q1 | $1.59M | Sell |
19,491
-21,616
| -53% | -$1.76M | ﹤0.01% | 1767 |
|
|
2023
Q4 | $2.73M | Sell |
41,107
-421
| -1% | -$27.9K | ﹤0.01% | 1402 |
|
|
2023
Q3 | $3.03M | Sell |
41,528
-6,080
| -13% | -$444K | 0.01% | 1273 |
|
|
2023
Q2 | $3.01M | Buy |
47,608
+3,620
| +8% | +$229K | 0.01% | 1290 |
|
|
2023
Q1 | $2.58M | Sell |
43,988
-2,417
| -5% | -$142K | ﹤0.01% | 1342 |
|
|
2022
Q4 | $2.86M | Sell |
46,405
-13,080
| -22% | -$806K | 0.01% | 1242 |
|
|
2022
Q3 | $4M | Sell |
59,485
-4,339
| -7% | -$291K | 0.01% | 1029 |
|
|
2022
Q2 | $3.92M | Sell |
63,824
-7,111
| -10% | -$437K | 0.01% | 1039 |
|
|
2022
Q1 | $4.78M | Sell |
70,935
-10,539
| -13% | -$711K | 0.01% | 1022 |
|
|
2021
Q4 | $3.6M | Buy |
81,474
+19,773
| +32% | +$875K | 0.01% | 1183 |
|
|
2021
Q3 | $4M | Buy |
61,701
+27,466
| +80% | +$1.78M | 0.01% | 1090 |
|
|
2021
Q2 | $2.76M | Sell |
34,235
-4,741
| -12% | -$382K | 0.01% | 1297 |
|
|
2021
Q1 | $2.65M | Sell |
38,976
-27,403
| -41% | -$1.86M | 0.01% | 1237 |
|
|
2020
Q4 | $4.63M | Sell |
66,379
-135,814
| -67% | -$9.47M | 0.01% | 862 |
|
|
2020
Q3 | $10.4M | Sell |
202,193
-30,080
| -13% | -$1.55M | 0.03% | 488 |
|
|
2020
Q2 | $13.6M | Sell |
232,273
-36,664
| -14% | -$2.15M | 0.04% | 386 |
|
|
2020
Q1 | $13.6M | Buy |
268,937
+29,073
| +12% | +$1.47M | 0.06% | 298 |
|
|
2019
Q4 | $17.8M | Buy |
239,864
+164,255
| +217% | +$12.2M | 0.06% | 343 |
|
|
2019
Q3 | $4.32M | Buy |
75,609
+8,922
| +13% | +$510K | 0.02% | 749 |
|
|
2019
Q2 | $4.36M | Sell |
66,687
-6,779
| -9% | -$443K | 0.02% | 733 |
|
|
2019
Q1 | $5.44M | Buy |
73,466
+5,592
| +8% | +$414K | 0.02% | 624 |
|
|
2018
Q4 | $4.05M | Sell |
67,874
-42,508
| -39% | -$2.54M | 0.02% | 607 |
|
|
2018
Q3 | $10.4M | Buy |
110,382
+12,528
| +13% | +$1.18M | 0.05% | 410 |
|
|
2018
Q2 | $7.35M | Buy |
97,854
+14,131
| +17% | +$1.06M | 0.04% | 475 |
|
|
2018
Q1 | $5.07M | Sell |
83,723
-1,210
| -1% | -$73.3K | 0.03% | 543 |
|
|
2017
Q4 | $3.96M | Buy |
84,933
+1,917
| +2% | +$89.4K | 0.02% | 631 |
|
|
2017
Q3 | $4.2M | Buy |
83,016
+3,132
| +4% | +$158K | 0.03% | 589 |
|
|
2017
Q2 | $3.98M | Buy |
79,884
+11,618
| +17% | +$579K | 0.03% | 588 |
|
|
2017
Q1 | $2.9M | Buy |
68,266
+16,198
| +31% | +$688K | 0.02% | 670 |
|
|
2016
Q4 | $2.11M | Buy |
+52,068
| New | +$2.11M | 0.02% | 759 |
|