Scout Investments’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $10.1M | Sell |
118,277
-19,111
| -14% | -$1.63M | 0.27% | 126 |
|
|
2024
Q2 | $11.8M | Sell |
137,388
-13,139
| -9% | -$1.13M | 0.32% | 123 |
|
|
2024
Q1 | $12.3M | Sell |
150,527
-9,577
| -6% | -$782K | 0.3% | 120 |
|
|
2023
Q4 | $10.6M | Sell |
160,104
-7,244
| -4% | -$480K | 0.27% | 121 |
|
|
2023
Q3 | $12.4M | Sell |
167,348
-4,864
| -3% | -$359K | 0.28% | 109 |
|
|
2023
Q2 | $10.8M | Sell |
172,212
-5,171
| -3% | -$325K | 0.22% | 131 |
|
|
2023
Q1 | $10.4M | Sell |
177,383
-2,085
| -1% | -$122K | 0.21% | 132 |
|
|
2022
Q4 | $11.1M | Sell |
179,468
-2,984
| -2% | -$184K | 0.23% | 121 |
|
|
2022
Q3 | $12.3M | Sell |
182,452
-5,165
| -3% | -$347K | 0.25% | 122 |
|
|
2022
Q2 | $11.5M | Buy |
187,617
+5,148
| +3% | +$316K | 0.23% | 118 |
|
|
2022
Q1 | $12.3M | Sell |
182,469
-245
| -0.1% | -$16.5K | 0.2% | 128 |
|
|
2021
Q4 | $8.08M | Buy |
182,714
+34,504
| +23% | +$1.53M | 0.12% | 208 |
|
|
2021
Q3 | $9.6M | Sell |
148,210
-4,259
| -3% | -$276K | 0.14% | 199 |
|
|
2021
Q2 | $12.3M | Sell |
152,469
-12,785
| -8% | -$1.03M | 0.18% | 170 |
|
|
2021
Q1 | $11.2M | Buy |
165,254
+16,554
| +11% | +$1.13M | 0.17% | 192 |
|
|
2020
Q4 | $10.4M | Buy |
148,700
+4,000
| +3% | +$279K | 0.19% | 196 |
|
|
2020
Q3 | $7.43M | Sell |
144,700
-2,838
| -2% | -$146K | 0.16% | 203 |
|
|
2020
Q2 | $8.66M | Buy |
147,538
+36,764
| +33% | +$2.16M | 0.21% | 169 |
|
|
2020
Q1 | $5.6M | Sell |
110,774
-6,311
| -5% | -$319K | 0.17% | 175 |
|
|
2019
Q4 | $8.67M | Sell |
117,085
-2,200
| -2% | -$163K | 0.17% | 170 |
|
|
2019
Q3 | $6.82M | Buy |
119,285
+4,075
| +4% | +$233K | 0.14% | 182 |
|
|
2019
Q2 | $7.54M | Buy |
115,210
+45,769
| +66% | +$2.99M | 0.15% | 172 |
|
|
2019
Q1 | $5.14M | Sell |
69,441
-2,171
| -3% | -$161K | 0.11% | 177 |
|
|
2018
Q4 | $4.27M | Sell |
71,612
-7,590
| -10% | -$453K | 0.11% | 176 |
|
|
2018
Q3 | $7.48M | Sell |
79,202
-9,704
| -11% | -$916K | 0.15% | 176 |
|
|
2018
Q2 | $6.68M | Sell |
88,906
-4,119
| -4% | -$309K | 0.15% | 169 |
|
|
2018
Q1 | $5.63M | Buy |
+93,025
| New | +$5.63M | 0.14% | 188 |
|
|
2017
Q4 | – | Sell |
-82,350
| Closed | -$4.17M | – | 286 |
|
|
2017
Q3 | $4.17M | Buy |
82,350
+75
| +0.1% | +$3.79K | 0.11% | 190 |
|
|
2017
Q2 | $4.1M | Buy |
82,275
+705
| +0.9% | +$35.1K | 0.12% | 181 |
|
|
2017
Q1 | $3.46M | Sell |
81,570
-178
| -0.2% | -$7.56K | 0.09% | 189 |
|
|
2016
Q4 | $3.31M | Sell |
81,748
-895
| -1% | -$36.3K | 0.09% | 186 |
|
|
2016
Q3 | $3.13M | Buy |
82,643
+3,568
| +5% | +$135K | 0.09% | 186 |
|
|
2016
Q2 | $2.4M | Buy |
79,075
+250
| +0.3% | +$7.6K | 0.07% | 206 |
|
|
2016
Q1 | $1.95M | Buy |
78,825
+29,375
| +59% | +$725K | 0.05% | 220 |
|
|
2015
Q4 | $1.24M | Sell |
49,450
-3,100
| -6% | -$77.7K | 0.03% | 242 |
|
|
2015
Q3 | $1.55M | Buy |
52,550
+17,100
| +48% | +$505K | 0.04% | 225 |
|
|
2015
Q2 | $1.14M | Buy |
+35,450
| New | +$1.14M | 0.02% | 240 |
|