Sterling Capital Management’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.9K | Buy |
209
+120
| +135% | +$12.6K | ﹤0.01% | 1762 |
|
|
2025
Q1 | $7.87K | Buy |
89
+2
| +2% | +$177 | ﹤0.01% | 1955 |
|
|
2024
Q4 | $8.35K | Hold |
87
| – | – | ﹤0.01% | 2244 |
|
|
2024
Q3 | $7.12K | Buy |
+87
| New | +$7.12K | ﹤0.01% | 1641 |
|
|
2017
Q3 | – | Sell |
-29,268
| Closed | -$1.46M | – | 940 |
|
|
2017
Q2 | $1.46M | Buy |
29,268
+3,175
| +12% | +$158K | 0.01% | 472 |
|
|
2017
Q1 | $1.11M | Buy |
26,093
+5,861
| +29% | +$249K | 0.01% | 545 |
|
|
2016
Q4 | $820K | Buy |
+20,232
| New | +$820K | 0.01% | 659 |
|