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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $532K | Sell |
6,361
-1,137
| -15% | -$93.3K | 0.01% | 834 |
|
|
2025
Q4 | $687K | Buy |
7,498
+375
| +5% | +$35.9K | 0.01% | 736 |
|
|
2025
Q3 | $675K | Buy |
7,123
+701
| +11% | +$66K | 0.01% | 757 |
|
|
2025
Q2 | $673K | Buy |
6,422
+1,079
| +20% | +$102K | 0.01% | 730 |
|
|
2025
Q1 | $472K | Sell |
5,343
-702
| -12% | -$72K | 0.01% | 840 |
|
|
2024
Q4 | $580K | Sell |
6,045
-431
| -7% | -$40.2K | 0.01% | 785 |
|
|
2024
Q3 | $530K | Buy |
6,476
+344
| +6% | +$26.5K | 0.01% | 817 |
|
|
2024
Q2 | $529K | Buy |
6,132
+270
| +5% | +$21.8K | 0.01% | 769 |
|
|
2024
Q1 | $479K | Buy |
5,862
+128
| +2% | +$9.99K | 0.01% | 828 |
|
|
2023
Q4 | $380K | Buy |
5,734
+1,656
| +41% | +$115K | 0.01% | 846 |
|
|
2023
Q3 | $298K | Sell |
4,078
-133
| -3% | -$8.98K | 0.01% | 905 |
|
|
2023
Q2 | $266K | Sell |
4,211
-40
| -0.9% | -$2.32K | ﹤0.01% | 962 |
|
|
2023
Q1 | $250K | Sell |
4,251
-248
| -6% | -$15.1K | ﹤0.01% | 950 |
|
|
2022
Q4 | $277K | Sell |
4,499
-214
| -5% | -$14.4K | 0.01% | 877 |
|
|
2022
Q3 | $317K | Sell |
4,713
-126
| -3% | -$7.97K | 0.01% | 876 |
|
|
2022
Q2 | $297K | Sell |
4,839
-219
| -4% | -$14K | 0.01% | 920 |
|
|
2022
Q1 | $341K | Buy |
5,058
+562
| +13% | +$30.3K | 0.01% | 971 |
|
|
2021
Q4 | $199K | Buy |
4,496
+1,640
| +57% | +$95.5K | ﹤0.01% | 1214 |
|
|
2021
Q3 | $185K | Buy |
2,856
+656
| +30% | +$45.6K | ﹤0.01% | 1232 |
|
|
2021
Q2 | $177K | Buy |
2,200
+222
| +11% | +$16.9K | ﹤0.01% | 1222 |
|
|
2021
Q1 | $135K | Buy |
1,978
+25
| +1% | +$1.96K | ﹤0.01% | 1204 |
|
|
2020
Q4 | $136K | Sell |
1,953
-65
| -3% | -$4.04K | ﹤0.01% | 1122 |
|
|
2020
Q3 | $104K | Buy |
2,018
+129
| +7% | +$7.09K | ﹤0.01% | 1091 |
|
|
2020
Q2 | $111K | Buy |
1,889
+34
| +2% | +$1.88K | ﹤0.01% | 1040 |
|
|
2020
Q1 | $94K | Buy |
1,855
+245
| +15% | +$16.3K | ﹤0.01% | 986 |
|
|
2019
Q4 | $119K | Sell |
1,610
-3,213
| -67% | -$200K | ﹤0.01% | 1052 |
|
|
2019
Q3 | $276K | Sell |
4,823
-11
| -0.2% | -$730 | 0.01% | 941 |
|
|
2019
Q2 | $316K | Sell |
4,834
-604
| -11% | -$42K | 0.01% | 894 |
|
|
2019
Q1 | $402K | Buy |
5,438
+94
| +2% | +$6.61K | 0.01% | 813 |
|
|
2018
Q4 | $319K | Buy |
5,344
+1,375
| +35% | +$111K | 0.01% | 828 |
|
|
2018
Q3 | $375K | Buy |
+3,969
| New | +$342K | 0.01% | 868 |
|
Other funds holding HQY
WA
VPM
VCM
