Royal Bank of Canada’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $49.7M | Buy |
474,587
+68,353
| +17% | +$7.16M | 0.01% | 850 |
|
2025
Q1 | $35.9M | Sell |
406,234
-26,956
| -6% | -$2.38M | 0.01% | 878 |
|
2024
Q4 | $41.6M | Buy |
433,190
+41,434
| +11% | +$3.98M | 0.01% | 830 |
|
2024
Q3 | $32.1M | Buy |
391,756
+70,791
| +22% | +$5.79M | 0.01% | 943 |
|
2024
Q2 | $27.7M | Sell |
320,965
-9,728
| -3% | -$839K | 0.01% | 977 |
|
2024
Q1 | $27M | Sell |
330,693
-21,768
| -6% | -$1.78M | 0.01% | 983 |
|
2023
Q4 | $23.4M | Buy |
352,461
+7,209
| +2% | +$478K | 0.01% | 1054 |
|
2023
Q3 | $25.2M | Buy |
345,252
+1,977
| +0.6% | +$144K | 0.01% | 914 |
|
2023
Q2 | $21.7M | Sell |
343,275
-5,149
| -1% | -$325K | 0.01% | 1013 |
|
2023
Q1 | $20.5M | Sell |
348,424
-82,987
| -19% | -$4.87M | 0.01% | 1001 |
|
2022
Q4 | $26.6M | Sell |
431,411
-63,544
| -13% | -$3.92M | 0.01% | 877 |
|
2022
Q3 | $33.2M | Buy |
494,955
+31,860
| +7% | +$2.14M | 0.01% | 725 |
|
2022
Q2 | $28.4M | Buy |
463,095
+181
| +0% | +$11.1K | 0.01% | 820 |
|
2022
Q1 | $31.2M | Sell |
462,914
-180,720
| -28% | -$12.2M | 0.01% | 861 |
|
2021
Q4 | $28.5M | Sell |
643,634
-54,845
| -8% | -$2.43M | 0.01% | 992 |
|
2021
Q3 | $45.2M | Buy |
698,479
+10,610
| +2% | +$687K | 0.01% | 722 |
|
2021
Q2 | $55.4M | Sell |
687,869
-3,902
| -0.6% | -$314K | 0.01% | 636 |
|
2021
Q1 | $47M | Sell |
691,771
-70,836
| -9% | -$4.82M | 0.01% | 662 |
|
2020
Q4 | $53.2M | Sell |
762,607
-113,033
| -13% | -$7.88M | 0.02% | 589 |
|
2020
Q3 | $45M | Buy |
875,640
+53,762
| +7% | +$2.76M | 0.02% | 567 |
|
2020
Q2 | $48.2M | Buy |
821,878
+54,821
| +7% | +$3.22M | 0.02% | 511 |
|
2020
Q1 | $38.8M | Buy |
767,057
+102,567
| +15% | +$5.19M | 0.02% | 517 |
|
2019
Q4 | $49.2M | Buy |
664,490
+42,404
| +7% | +$3.14M | 0.02% | 541 |
|
2019
Q3 | $35.6M | Buy |
622,086
+13,284
| +2% | +$759K | 0.01% | 623 |
|
2019
Q2 | $39.8M | Buy |
608,802
+28,074
| +5% | +$1.84M | 0.02% | 593 |
|
2019
Q1 | $43M | Sell |
580,728
-56,483
| -9% | -$4.18M | 0.02% | 536 |
|
2018
Q4 | $38M | Buy |
637,211
+473
| +0.1% | +$28.2K | 0.02% | 529 |
|
2018
Q3 | $60.1M | Sell |
636,738
-87,059
| -12% | -$8.22M | 0.03% | 430 |
|
2018
Q2 | $54.4M | Sell |
723,797
-200,557
| -22% | -$15.1M | 0.02% | 456 |
|
2018
Q1 | $56M | Sell |
924,354
-467,868
| -34% | -$28.3M | 0.03% | 456 |
|
2017
Q4 | $65M | Buy |
1,392,222
+350,138
| +34% | +$16.3M | 0.03% | 408 |
|
2017
Q3 | $52.7M | Buy |
1,042,084
+778,306
| +295% | +$39.4M | 0.03% | 460 |
|
2017
Q2 | $13.1M | Buy |
263,778
+79,144
| +43% | +$3.94M | 0.01% | 1105 |
|
2017
Q1 | $7.84M | Buy |
184,634
+181,117
| +5,150% | +$7.69M | ﹤0.01% | 1353 |
|
2016
Q4 | $142K | Buy |
3,517
+1,871
| +114% | +$75.5K | ﹤0.01% | 3957 |
|
2016
Q3 | $63K | Buy |
+1,646
| New | +$63K | ﹤0.01% | 4307 |
|
2016
Q1 | – | Sell |
-219
| Closed | -$5K | – | 5680 |
|
2015
Q4 | $5K | Sell |
219
-1,236
| -85% | -$28.2K | ﹤0.01% | 5380 |
|
2015
Q3 | $43K | Buy |
1,455
+12
| +0.8% | +$355 | ﹤0.01% | 4630 |
|
2015
Q2 | $46K | Buy |
1,443
+1,171
| +431% | +$37.3K | ﹤0.01% | 4771 |
|
2015
Q1 | $7K | Sell |
272
-187
| -41% | -$4.81K | ﹤0.01% | 5205 |
|
2014
Q4 | $11K | Buy |
+459
| New | +$11K | ﹤0.01% | 4991 |
|