Raymond James 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
$44.5M Sell
425,005
-8,623
-2% -$903K 0.02% 825
2025
Q1
$38.3M Sell
433,628
-42,949
-9% -$3.8M 0.01% 865
2024
Q4
$45.7M Buy
+476,577
New +$45.7M 0.02% 768