Segall Bryant & Hamill’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.4M | Buy |
165,742
+65,151
| +65% | +$6.83M | 0.24% | 140 |
|
|
2025
Q1 | $8.89M | Buy |
100,591
+33,844
| +51% | +$2.99M | 0.14% | 238 |
|
|
2024
Q4 | $6.4M | Sell |
66,747
-897
| -1% | -$86.1K | 0.09% | 293 |
|
|
2024
Q3 | $5.54M | Sell |
67,644
-2,758
| -4% | -$226K | 0.08% | 315 |
|
|
2024
Q2 | $6.07M | Buy |
+70,402
| New | +$6.07M | 0.11% | 252 |
|
|
2019
Q1 | – | Sell |
-14,639
| Closed | -$873K | – | 839 |
|
|
2018
Q4 | $873K | Sell |
14,639
-318
| -2% | -$19K | 0.02% | 541 |
|
|
2018
Q3 | $1.41M | Sell |
14,957
-39
| -0.3% | -$3.68K | 0.02% | 497 |
|
|
2018
Q2 | $1.13M | Buy |
+14,996
| New | +$1.13M | 0.02% | 518 |
|