Segall Bryant & Hamill’s HealthEquity HQY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$17.4M Buy
2025
Q1
$8.89M Buy
2024
Q4
$6.4M Sell
2024
Q3
$5.54M Sell
2024
Q2
$6.07M Buy
2019
Q1
Sell
2018
Q4
$873K Sell
2018
Q3
$1.41M Sell
2018
Q2
$1.13M Buy