Renaissance 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 | $7.75M | Buy |
73,955
+17,144
| +30% | +$1.8M | 0.3% | 78 |
|
|
2025
Q1 | $5.02M | Buy |
56,811
+10,071
| +22% | +$890K | 0.22% | 93 |
|
|
2024
Q4 | $4.49M | Buy |
46,740
+4,838
| +12% | +$464K | 0.19% | 101 |
|
|
2024
Q3 | $3.43M | Buy |
41,902
+2,882
| +7% | +$236K | 0.14% | 117 |
|
|
2024
Q2 | $3.36M | Buy |
39,020
+3,814
| +11% | +$329K | 0.13% | 133 |
|
|
2024
Q1 | $2.87M | Buy |
35,206
+7,374
| +26% | +$602K | 0.11% | 144 |
|
|
2023
Q4 | $1.85M | Buy |
+27,832
| New | +$1.85M | 0.08% | 175 |
|
|
2021
Q1 | – | Sell |
-17,295
| Closed | -$1.21M | – | 288 |
|
|
2020
Q4 | $1.21M | Buy |
17,295
+620
| +4% | +$43.2K | 0.05% | 125 |
|
|
2020
Q3 | $857K | Buy |
16,675
+5,424
| +48% | +$279K | 0.04% | 134 |
|
|
2020
Q2 | $660K | Buy |
11,251
+99
| +0.9% | +$5.81K | 0.03% | 167 |
|
|
2020
Q1 | $564K | Buy |
11,152
+796
| +8% | +$40.3K | 0.03% | 179 |
|
|
2019
Q4 | $767K | Buy |
10,356
+2,665
| +35% | +$197K | 0.03% | 173 |
|
|
2019
Q3 | $440K | Buy |
+7,691
| New | +$440K | 0.02% | 212 |
|