SEI Investments’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 | $67.3M | Sell |
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|
2025
Q1 | $59.1M | Buy |
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|
2024
Q4 | $63.8M | Buy |
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|
2024
Q3 | $51.6M | Sell |
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|
2024
Q2 | $55.6M | Buy |
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|
2024
Q1 | $46.5M | Buy |
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|
2023
Q4 | $36.9M | Sell |
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|
2023
Q3 | $47.6M | Buy |
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|
2023
Q2 | $37.8M | Sell |
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|
2023
Q1 | $36.3M | Buy |
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|
2022
Q4 | $17.5M | Sell |
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|
2022
Q3 | $31.5M | Buy |
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|
2022
Q2 | $18.6M | Buy |
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|
2022
Q1 | $18.8M | Sell |
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|
2021
Q4 | $12.4M | Buy |
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|
2021
Q3 | $15M | Sell |
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|
2021
Q2 | $68.1M | Buy |
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|
2021
Q1 | $56.2M | Sell |
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|
2020
Q4 | $66M | Buy |
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|
2020
Q3 | $37.4M | Buy |
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|
2020
Q2 | $26.4M | Sell |
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|
2020
Q1 | $26.4M | Sell |
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|
2019
Q4 | $38.8M | Buy |
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|
2019
Q3 | $28.2M | Buy |
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|
2019
Q2 | $27.6M | Buy |
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|
2019
Q1 | $20.2M | Buy |
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|
2018
Q4 | $145K | Buy |
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|
2018
Q3 | $112K | Sell |
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|
2018
Q2 | $1.41M | Buy |
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|
2018
Q1 | $289K | Sell |
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|
2017
Q4 | $339K | Sell |
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|
2017
Q3 | $733K | Buy |
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|
2017
Q2 | $204K | Buy |
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|
2017
Q1 | $117K | Sell |
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|
2016
Q4 | $2.92M | Buy |
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