Redwood Investments’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.61M | Sell |
18,214
-32
| -0.2% | -$2.83K | 0.6% | 60 |
|
|
2024
Q4 | $1.75M | Sell |
18,246
-17
| -0.1% | -$1.63K | 0.47% | 64 |
|
|
2024
Q3 | $1.49M | Sell |
18,263
-4,331
| -19% | -$354K | 0.44% | 74 |
|
|
2024
Q2 | $1.94M | Buy |
22,594
+1,615
| +8% | +$138K | 0.66% | 59 |
|
|
2024
Q1 | $1.69M | Sell |
20,979
-3,947
| -16% | -$317K | 0.49% | 77 |
|
|
2023
Q4 | $1.65M | Sell |
24,926
-144,510
| -85% | -$9.58M | 0.43% | 88 |
|
|
2023
Q3 | $12.4M | Buy |
+169,436
| New | +$12.4M | 1.67% | 21 |
|
|
2019
Q1 | – | Sell |
-127,406
| Closed | -$7.6M | – | 129 |
|
|
2018
Q4 | $7.6M | Buy |
127,406
+3,386
| +3% | +$202K | 0.71% | 73 |
|
|
2018
Q3 | $11.7M | Sell |
124,020
-38,265
| -24% | -$3.61M | 0.91% | 57 |
|
|
2018
Q2 | $12.2M | Buy |
+162,285
| New | +$12.2M | 0.84% | 60 |
|