Stephens Inc’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $675K | Buy |
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|
2025
Q2 | $673K | Buy |
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|
2025
Q1 | $472K | Sell |
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|
2024
Q4 | $580K | Sell |
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|
2024
Q3 | $530K | Buy |
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|
2024
Q2 | $529K | Buy |
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|
2024
Q1 | $479K | Buy |
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|
2023
Q4 | $380K | Buy |
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|
2023
Q3 | $298K | Sell |
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|
2023
Q2 | $266K | Sell |
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|
2023
Q1 | $250K | Sell |
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|
2022
Q4 | $277K | Sell |
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|
2022
Q3 | $317K | Sell |
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|
2022
Q2 | $297K | Sell |
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|
2022
Q1 | $341K | Buy |
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|
2021
Q4 | $199K | Buy |
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|
2021
Q3 | $185K | Buy |
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|
2021
Q2 | $177K | Buy |
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|
2021
Q1 | $135K | Buy |
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|
2020
Q4 | $136K | Sell |
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|
2020
Q3 | $104K | Buy |
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|
2020
Q2 | $111K | Buy |
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|
2020
Q1 | $94K | Buy |
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|
2019
Q4 | $119K | Sell |
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|
2019
Q3 | $276K | Sell |
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|
2019
Q2 | $316K | Sell |
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|
2019
Q1 | $402K | Buy |
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|
2018
Q4 | $319K | Buy |
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|
2018
Q3 | $375K | Buy |
|