South Dakota Investment Council’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-19,876
| Closed | -$1.91M | – | 606 |
|
|
2024
Q4 | $1.91M | Hold |
19,876
| – | – | 0.04% | 319 |
|
|
2024
Q3 | $1.63M | Hold |
19,876
| – | – | 0.03% | 349 |
|
|
2024
Q2 | $1.71M | Sell |
19,876
-17
| -0.1% | -$1.47K | 0.04% | 325 |
|
|
2024
Q1 | $1.62M | Sell |
19,893
-1,400
| -7% | -$114K | 0.03% | 348 |
|
|
2023
Q4 | $1.41M | Hold |
21,293
| – | – | 0.03% | 408 |
|
|
2023
Q3 | $1.56M | Hold |
21,293
| – | – | 0.04% | 371 |
|
|
2023
Q2 | $1.34M | Sell |
21,293
-1,800
| -8% | -$114K | 0.03% | 420 |
|
|
2023
Q1 | $1.36M | Hold |
23,093
| – | – | 0.03% | 423 |
|
|
2022
Q4 | $1.42M | Hold |
23,093
| – | – | 0.03% | 398 |
|
|
2022
Q3 | $1.55M | Hold |
23,093
| – | – | 0.04% | 348 |
|
|
2022
Q2 | $1.42M | Hold |
23,093
| – | – | 0.03% | 374 |
|
|
2022
Q1 | $1.56M | Hold |
23,093
| – | – | 0.03% | 367 |
|
|
2021
Q4 | $1.02M | Hold |
23,093
| – | – | 0.02% | 472 |
|
|
2021
Q3 | $1.5M | Hold |
23,093
| – | – | 0.03% | 396 |
|
|
2021
Q2 | $1.86M | Hold |
23,093
| – | – | 0.03% | 365 |
|
|
2021
Q1 | $1.57M | Buy |
23,093
+100
| +0.4% | +$6.8K | 0.03% | 408 |
|
|
2020
Q4 | $1.6M | Hold |
22,993
| – | – | 0.03% | 371 |
|
|
2020
Q3 | $1.18M | Buy |
22,993
+2,200
| +11% | +$113K | 0.03% | 387 |
|
|
2020
Q2 | $1.22M | Hold |
20,793
| – | – | 0.03% | 365 |
|
|
2020
Q1 | $1.05M | Buy |
20,793
+2,383
| +13% | +$121K | 0.03% | 355 |
|
|
2019
Q4 | $1.36M | Buy |
18,410
+1,630
| +10% | +$121K | 0.03% | 382 |
|
|
2019
Q3 | $959K | Buy |
16,780
+8,880
| +112% | +$508K | 0.02% | 457 |
|
|
2019
Q2 | $517K | Hold |
7,900
| – | – | 0.01% | 505 |
|
|
2019
Q1 | $584K | Buy |
7,900
+1,200
| +18% | +$88.7K | 0.01% | 484 |
|
|
2018
Q4 | $400K | Hold |
6,700
| – | – | 0.01% | 507 |
|
|
2018
Q3 | $633K | Buy |
+6,700
| New | +$633K | 0.01% | 483 |
|