Russell Investments 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 | $20.1M | Buy |
191,418
+50,589
| +36% | +$5.3M | 0.03% | 583 |
|
|
2025
Q1 | $12.4M | Buy |
140,829
+73,358
| +109% | +$6.48M | 0.02% | 734 |
|
|
2024
Q4 | $6.47M | Buy |
67,471
+8,981
| +15% | +$862K | 0.01% | 1038 |
|
|
2024
Q3 | $4.79M | Sell |
58,490
-4,656
| -7% | -$381K | 0.01% | 1209 |
|
|
2024
Q2 | $5.44M | Buy |
63,146
+20,963
| +50% | +$1.81M | 0.01% | 1111 |
|
|
2024
Q1 | $3.44M | Sell |
42,183
-3,403
| -7% | -$278K | 0.01% | 1335 |
|
|
2023
Q4 | $3.02M | Sell |
45,586
-11,480
| -20% | -$761K | 0.01% | 1393 |
|
|
2023
Q3 | $4.17M | Buy |
57,066
+15,993
| +39% | +$1.17M | 0.01% | 1170 |
|
|
2023
Q2 | $2.59M | Sell |
41,073
-4,012
| -9% | -$253K | 0.01% | 1416 |
|
|
2023
Q1 | $2.65M | Sell |
45,085
-35,202
| -44% | -$2.07M | 0.01% | 1408 |
|
|
2022
Q4 | $4.95M | Sell |
80,287
-5,163
| -6% | -$318K | 0.01% | 1101 |
|
|
2022
Q3 | $5.74M | Sell |
85,450
-48,527
| -36% | -$3.26M | 0.01% | 982 |
|
|
2022
Q2 | $8.22M | Buy |
133,977
+74,376
| +125% | +$4.56M | 0.02% | 858 |
|
|
2022
Q1 | $4.02M | Buy |
59,601
+11,739
| +25% | +$791K | 0.01% | 1283 |
|
|
2021
Q4 | $2.12M | Buy |
47,862
+5,397
| +13% | +$239K | ﹤0.01% | 1772 |
|
|
2021
Q3 | $2.75M | Sell |
42,465
-5,304
| -11% | -$343K | ﹤0.01% | 1638 |
|
|
2021
Q2 | $3.84M | Sell |
47,769
-98,453
| -67% | -$7.92M | 0.01% | 1517 |
|
|
2021
Q1 | $9.94M | Buy |
146,222
+32,981
| +29% | +$2.24M | 0.02% | 949 |
|
|
2020
Q4 | $7.89M | Buy |
113,241
+48,092
| +74% | +$3.35M | 0.02% | 991 |
|
|
2020
Q3 | $3.35M | Buy |
65,149
+24,695
| +61% | +$1.27M | 0.01% | 1371 |
|
|
2020
Q2 | $2.37M | Sell |
40,454
-1,604
| -4% | -$94.1K | 0.01% | 1530 |
|
|
2020
Q1 | $2.13M | Sell |
42,058
-4,000
| -9% | -$202K | 0.01% | 1435 |
|
|
2019
Q4 | $3.41M | Sell |
46,058
-10,719
| -19% | -$793K | 0.01% | 1432 |
|
|
2019
Q3 | $3.24M | Sell |
56,777
-5,973
| -10% | -$341K | 0.01% | 1419 |
|
|
2019
Q2 | $4.1M | Buy |
62,750
+36,117
| +136% | +$2.36M | 0.01% | 1332 |
|
|
2019
Q1 | $1.97M | Sell |
26,633
-2,342
| -8% | -$173K | ﹤0.01% | 1728 |
|
|
2018
Q4 | $1.73M | Buy |
28,975
+4,673
| +19% | +$279K | ﹤0.01% | 1682 |
|
|
2018
Q3 | $2.29M | Buy |
24,302
+9,562
| +65% | +$903K | ﹤0.01% | 1690 |
|
|
2018
Q2 | $1.11M | Buy |
14,740
+9,879
| +203% | +$743K | ﹤0.01% | 2070 |
|
|
2018
Q1 | $294K | Buy |
4,861
+616
| +15% | +$37.3K | ﹤0.01% | 2606 |
|
|
2017
Q4 | $202K | Sell |
4,245
-14,702
| -78% | -$700K | ﹤0.01% | 2666 |
|
|
2017
Q3 | $958K | Sell |
18,947
-8,388
| -31% | -$424K | ﹤0.01% | 2165 |
|
|
2017
Q2 | $1.36M | Buy |
+27,335
| New | +$1.36M | ﹤0.01% | 1961 |
|
|
2017
Q1 | – | Sell |
-20,600
| Closed | -$848K | – | 3025 |
|
|
2016
Q4 | $848K | Buy |
+20,600
| New | +$848K | ﹤0.01% | 2267 |
|