SG Americas Securities’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $478K | Sell |
4,563
-1,280
| -22% | -$134K | ﹤0.01% | 1551 |
|
|
2025
Q1 | $516K | Buy |
5,843
+388
| +7% | +$34.3K | ﹤0.01% | 1568 |
|
|
2024
Q4 | $523K | Sell |
5,455
-6,216
| -53% | -$596K | ﹤0.01% | 1129 |
|
|
2024
Q3 | $955K | Buy |
11,671
+7,873
| +207% | +$644K | ﹤0.01% | 969 |
|
|
2024
Q2 | $327K | Buy |
3,798
+1,241
| +49% | +$107K | ﹤0.01% | 1731 |
|
|
2024
Q1 | $209K | Sell |
2,557
-2,256
| -47% | -$184K | ﹤0.01% | 1728 |
|
|
2023
Q4 | $319K | Sell |
4,813
-32,384
| -87% | -$2.15M | ﹤0.01% | 1607 |
|
|
2023
Q3 | $2.72M | Buy |
37,197
+35,504
| +2,097% | +$2.59M | 0.03% | 510 |
|
|
2023
Q2 | $107K | Sell |
1,693
-40,340
| -96% | -$2.55M | ﹤0.01% | 1798 |
|
|
2023
Q1 | $2.47M | Buy |
42,033
+14,478
| +53% | +$850K | 0.03% | 499 |
|
|
2022
Q4 | $1.7M | Buy |
27,555
+25,884
| +1,549% | +$1.6M | 0.02% | 543 |
|
|
2022
Q3 | $112K | Sell |
1,671
-21,332
| -93% | -$1.43M | ﹤0.01% | 2490 |
|
|
2022
Q2 | $1.41M | Buy |
23,003
+6,849
| +42% | +$420K | 0.02% | 869 |
|
|
2022
Q1 | $1.09M | Buy |
16,154
+6,610
| +69% | +$446K | 0.01% | 1209 |
|
|
2021
Q4 | $422K | Sell |
9,544
-9,733
| -50% | -$430K | ﹤0.01% | 2042 |
|
|
2021
Q3 | $1.25M | Buy |
19,277
+6,536
| +51% | +$423K | 0.01% | 1560 |
|
|
2021
Q2 | $1.03M | Sell |
12,741
-1,167
| -8% | -$93.9K | ﹤0.01% | 1401 |
|
|
2021
Q1 | $946K | Buy |
13,908
+4,618
| +50% | +$314K | 0.01% | 1432 |
|
|
2020
Q4 | $648K | Sell |
9,290
-2,933
| -24% | -$205K | ﹤0.01% | 1571 |
|
|
2020
Q3 | $628K | Sell |
12,223
-25,226
| -67% | -$1.3M | ﹤0.01% | 1235 |
|
|
2020
Q2 | $2.2M | Sell |
37,449
-7,215
| -16% | -$423K | 0.02% | 611 |
|
|
2020
Q1 | $2.26M | Sell |
44,664
-8,423
| -16% | -$426K | 0.02% | 552 |
|
|
2019
Q4 | $3.93M | Buy |
53,087
+33,706
| +174% | +$2.5M | 0.04% | 435 |
|
|
2019
Q3 | $1.11M | Sell |
19,381
-2,502
| -11% | -$143K | 0.01% | 1183 |
|
|
2019
Q2 | $1.43M | Buy |
21,883
+13,456
| +160% | +$880K | 0.01% | 1109 |
|
|
2019
Q1 | $623K | Buy |
8,427
+3,988
| +90% | +$295K | 0.01% | 1442 |
|
|
2018
Q4 | $265K | Sell |
4,439
-19,732
| -82% | -$1.18M | ﹤0.01% | 1919 |
|
|
2018
Q3 | $2.28M | Sell |
24,171
-2,675
| -10% | -$253K | 0.02% | 953 |
|
|
2018
Q2 | $2.02M | Buy |
26,846
+4,194
| +19% | +$315K | 0.02% | 843 |
|
|
2018
Q1 | $1.37M | Buy |
22,652
+3,003
| +15% | +$182K | 0.01% | 948 |
|
|
2017
Q4 | $917K | Sell |
19,649
-4,154
| -17% | -$194K | 0.01% | 1245 |
|
|
2017
Q3 | $1.2M | Buy |
23,803
+16,625
| +232% | +$841K | 0.01% | 984 |
|
|
2017
Q2 | $358K | Buy |
+7,178
| New | +$358K | ﹤0.01% | 1827 |
|
|
2017
Q1 | – | Sell |
-4,828
| Closed | -$196K | – | 2883 |
|
|
2016
Q4 | $196K | Sell |
4,828
-978
| -17% | -$39.7K | ﹤0.01% | 2088 |
|
|
2016
Q3 | $220K | Buy |
+5,806
| New | +$220K | ﹤0.01% | 2143 |
|