Stephens Investment Management Group’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $106M | Sell |
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|
2025
Q1 | $94.5M | Buy |
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|
2024
Q4 | $101M | Sell |
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|
2024
Q3 | $102M | Sell |
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|
2024
Q2 | $111M | Buy |
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|
2024
Q1 | $96.7M | Sell |
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|
2023
Q4 | $78.7M | Buy |
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|
2023
Q3 | $82.8M | Buy |
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|
2023
Q2 | $71.5M | Buy |
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|
2023
Q1 | $61.2M | Buy |
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|
2022
Q4 | $63M | Sell |
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|
2022
Q3 | $76.3M | Sell |
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|
2022
Q2 | $70M | Buy |
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|
2022
Q1 | $76.2M | Buy |
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|
2021
Q4 | $46.4M | Buy |
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|
2021
Q3 | $52.6M | Buy |
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|
2021
Q2 | $56M | Buy |
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|
2021
Q1 | $35.2M | Sell |
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|
2020
Q4 | $40.6M | Sell |
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|
2020
Q3 | $38.8M | Sell |
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|
2020
Q2 | $45.6M | Sell |
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|
2020
Q1 | $45.1M | Buy |
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|
2019
Q4 | $59.5M | Buy |
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|
2019
Q3 | $28.4M | Buy |
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|
2019
Q2 | $30.1M | Sell |
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|
2019
Q1 | $36.5M | Sell |
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|
2018
Q4 | $37.1M | Sell |
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|
2018
Q3 | $68.9M | Sell |
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|
2018
Q2 | $57.7M | Sell |
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|
2018
Q1 | $49.9M | Sell |
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|
2017
Q4 | $43.8M | Sell |
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|
2017
Q3 | $51.5M | Sell |
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|
2017
Q2 | $58.8M | Sell |
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|
2017
Q1 | $51.7M | Buy |
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|
2016
Q4 | $47.2M | Sell |
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|
2016
Q3 | $47.5M | Sell |
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|
2016
Q2 | $41.9M | Sell |
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|
2016
Q1 | $34.9M | Buy |
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|
2015
Q4 | $19.7M | Sell |
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|
2015
Q3 | $23.5M | Sell |
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|
2015
Q2 | $34.4M | Sell |
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|
2015
Q1 | $30.3M | Buy |
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|
2014
Q4 | $26.6M | Buy |
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|
2014
Q3 | $17M | Buy |
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