SEI Investments’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $67.3M | Sell |
642,013
-27,255
| -4% | -$2.86M | 0.08% | 270 |
|
|
2025
Q1 | $59.1M | Buy |
669,268
+4,592
| +0.7% | +$406K | 0.08% | 290 |
|
|
2024
Q4 | $63.8M | Buy |
664,676
+34,307
| +5% | +$3.29M | 0.08% | 251 |
|
|
2024
Q3 | $51.6M | Sell |
630,369
-14,875
| -2% | -$1.22M | 0.07% | 313 |
|
|
2024
Q2 | $55.6M | Buy |
645,244
+75,193
| +13% | +$6.48M | 0.08% | 270 |
|
|
2024
Q1 | $46.5M | Buy |
570,051
+12,958
| +2% | +$1.06M | 0.07% | 312 |
|
|
2023
Q4 | $36.9M | Sell |
557,093
-94,083
| -14% | -$6.24M | 0.06% | 344 |
|
|
2023
Q3 | $47.6M | Buy |
651,176
+53,138
| +9% | +$3.88M | 0.09% | 235 |
|
|
2023
Q2 | $37.8M | Sell |
598,038
-19,507
| -3% | -$1.23M | 0.07% | 315 |
|
|
2023
Q1 | $36.3M | Buy |
617,545
+333,303
| +117% | +$19.6M | 0.07% | 322 |
|
|
2022
Q4 | $17.5M | Sell |
284,242
-185,177
| -39% | -$11.4M | 0.04% | 505 |
|
|
2022
Q3 | $31.5M | Buy |
469,419
+166,434
| +55% | +$11.2M | 0.07% | 306 |
|
|
2022
Q2 | $18.6M | Buy |
302,985
+24,046
| +9% | +$1.48M | 0.04% | 482 |
|
|
2022
Q1 | $18.8M | Sell |
278,939
-628
| -0.2% | -$42.4K | 0.04% | 499 |
|
|
2021
Q4 | $12.4M | Buy |
279,567
+47,926
| +21% | +$2.12M | 0.02% | 692 |
|
|
2021
Q3 | $15M | Sell |
231,641
-615,023
| -73% | -$39.9M | 0.03% | 566 |
|
|
2021
Q2 | $68.1M | Buy |
846,664
+19,596
| +2% | +$1.58M | 0.15% | 124 |
|
|
2021
Q1 | $56.2M | Sell |
827,068
-119,881
| -13% | -$8.15M | 0.14% | 130 |
|
|
2020
Q4 | $66M | Buy |
946,949
+220,029
| +30% | +$15.3M | 0.17% | 101 |
|
|
2020
Q3 | $37.4M | Buy |
726,920
+277,650
| +62% | +$14.3M | 0.11% | 166 |
|
|
2020
Q2 | $26.4M | Sell |
449,270
-72,802
| -14% | -$4.27M | 0.08% | 232 |
|
|
2020
Q1 | $26.4M | Sell |
522,072
-1,325
| -0.3% | -$67.1K | 0.1% | 197 |
|
|
2019
Q4 | $38.8M | Buy |
523,397
+31,015
| +6% | +$2.3M | 0.12% | 157 |
|
|
2019
Q3 | $28.2M | Buy |
492,382
+70,817
| +17% | +$4.05M | 0.07% | 249 |
|
|
2019
Q2 | $27.6M | Buy |
421,565
+147,880
| +54% | +$9.67M | 0.09% | 225 |
|
|
2019
Q1 | $20.2M | Buy |
273,685
+271,411
| +11,935% | +$20.1M | 0.07% | 295 |
|
|
2018
Q4 | $145K | Buy |
2,274
+1,052
| +86% | +$67.1K | ﹤0.01% | 2115 |
|
|
2018
Q3 | $112K | Sell |
1,222
-17,594
| -94% | -$1.61M | ﹤0.01% | 2059 |
|
|
2018
Q2 | $1.41M | Buy |
18,816
+14,042
| +294% | +$1.05M | ﹤0.01% | 1457 |
|
|
2018
Q1 | $289K | Sell |
4,774
-2,497
| -34% | -$151K | ﹤0.01% | 1768 |
|
|
2017
Q4 | $339K | Sell |
7,271
-7,207
| -50% | -$336K | ﹤0.01% | 1775 |
|
|
2017
Q3 | $733K | Buy |
14,478
+10,401
| +255% | +$527K | ﹤0.01% | 1537 |
|
|
2017
Q2 | $204K | Buy |
4,077
+1,331
| +48% | +$66.6K | ﹤0.01% | 1863 |
|
|
2017
Q1 | $117K | Sell |
2,746
-69,205
| -96% | -$2.95M | ﹤0.01% | 1897 |
|
|
2016
Q4 | $2.92M | Buy |
+71,951
| New | +$2.92M | 0.01% | 1006 |
|