Steward Partners Investment Advisory’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 | $802K | Buy |
9,595
+1,548
| +19% | +$127K | ﹤0.01% | 1286 |
|
|
2025
Q4 | $737K | Buy |
8,047
+1,273
| +19% | +$122K | ﹤0.01% | 1216 |
|
|
2025
Q3 | $642K | Buy |
6,774
+5,912
| +686% | +$556K | ﹤0.01% | 1255 |
|
|
2025
Q2 | $90.3K | Sell |
862
-14,179
| -94% | -$1.34M | ﹤0.01% | 2179 |
|
|
2025
Q1 | $1.33M | Sell |
15,041
-272
| -2% | -$27.9K | 0.01% | 802 |
|
|
2024
Q4 | $1.47M | Sell |
15,313
-27,617
| -64% | -$2.57M | 0.01% | 734 |
|
|
2024
Q3 | $3.51M | Buy |
42,930
+42,129
| +5,260% | +$3.25M | 0.03% | 468 |
|
|
2024
Q2 | $69K | Hold |
801
| – | – | ﹤0.01% | 1945 |
|
|
2024
Q1 | $65.4K | Hold |
801
| – | – | ﹤0.01% | 1971 |
|
|
2023
Q4 | $53.1K | Sell |
801
-70
| -8% | -$4.85K | ﹤0.01% | 1962 |
|
|
2023
Q3 | $63.6K | Hold |
871
| – | – | ﹤0.01% | 1793 |
|
|
2023
Q2 | $55K | Sell |
871
-1,017
| -54% | -$59K | ﹤0.01% | 1842 |
|
|
2023
Q1 | $111K | Buy |
1,888
+343
| +22% | +$20.8K | ﹤0.01% | 1543 |
|
|
2022
Q4 | $95.2K | Sell |
1,545
-60
| -4% | -$4.03K | ﹤0.01% | 1579 |
|
|
2022
Q3 | $108K | Buy |
1,605
+121
| +8% | +$7.66K | ﹤0.01% | 1463 |
|
|
2022
Q2 | $91K | Buy |
1,484
+113
| +8% | +$7.24K | ﹤0.01% | 1533 |
|
|
2022
Q1 | $92K | Buy |
1,371
+316
| +30% | +$17.1K | ﹤0.01% | 1645 |
|
|
2021
Q4 | $47K | Sell |
1,055
-274
| -21% | -$16K | ﹤0.01% | 1946 |
|
|
2021
Q3 | $86K | Buy |
1,329
+30
| +2% | +$2.08K | ﹤0.01% | 1617 |
|
|
2021
Q2 | $105K | Sell |
1,299
-638
| -33% | -$48.6K | ﹤0.01% | 2188 |
|
|
2021
Q1 | $132K | Buy |
1,937
+121
| +7% | +$9.51K | ﹤0.01% | 1485 |
|
|
2020
Q4 | $127K | Sell |
1,816
-1,937
| -52% | -$120K | ﹤0.01% | 1269 |
|
|
2020
Q3 | $193K | Sell |
3,753
-278
| -7% | -$15.3K | ﹤0.01% | 957 |
|
|
2020
Q2 | $236K | Sell |
4,031
-662
| -14% | -$36.6K | 0.01% | 829 |
|
|
2020
Q1 | $237K | Sell |
4,693
-21,421
| -82% | -$1.42M | 0.01% | 742 |
|
|
2019
Q4 | $1.93M | Buy |
26,114
+25,691
| +6,074% | +$1.6M | 0.06% | 311 |
|
|
2019
Q3 | $24K | Buy |
+423
| New | +$28.1K | ﹤0.01% | 1660 |
|
|
2018
Q2 | – | Sell |
-4,381
| Closed | -$265K | – | 2489 |
|
|
2018
Q1 | $265K | Buy |
+4,381
| New | +$237K | 0.02% | 564 |
|
|
2017
Q4 | – | Sell |
-50
| Closed | -$2K | – | 1903 |
|
|
2017
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 1494 |
|
|
2017
Q2 | $2K | Buy |
+50
| New | +$2.34K | ﹤0.01% | 1418 |
|
Other funds holding HQY
WA
VPM
VCM
