Stifel Financial’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Sell |
10,963
-4,051
| -27% | -$424K | ﹤0.01% | 2235 |
|
|
2025
Q1 | $1.33M | Sell |
15,014
-7,218
| -32% | -$638K | ﹤0.01% | 2046 |
|
|
2024
Q4 | $2.13M | Buy |
22,232
+2,964
| +15% | +$284K | ﹤0.01% | 1731 |
|
|
2024
Q3 | $1.58M | Sell |
19,268
-2,171
| -10% | -$178K | ﹤0.01% | 1932 |
|
|
2024
Q2 | $1.85M | Buy |
21,439
+300
| +1% | +$25.9K | ﹤0.01% | 1775 |
|
|
2024
Q1 | $1.73M | Buy |
21,139
+2,198
| +12% | +$179K | ﹤0.01% | 1826 |
|
|
2023
Q4 | $1.26M | Sell |
18,941
-2,696
| -12% | -$179K | ﹤0.01% | 1997 |
|
|
2023
Q3 | $1.58M | Buy |
21,637
+4,508
| +26% | +$329K | ﹤0.01% | 1749 |
|
|
2023
Q2 | $1.08M | Buy |
17,129
+371
| +2% | +$23.4K | ﹤0.01% | 2038 |
|
|
2023
Q1 | $984K | Buy |
16,758
+115
| +0.7% | +$6.75K | ﹤0.01% | 2073 |
|
|
2022
Q4 | $1.03M | Sell |
16,643
-5,569
| -25% | -$343K | ﹤0.01% | 1987 |
|
|
2022
Q3 | $1.49M | Sell |
22,212
-749
| -3% | -$50.3K | ﹤0.01% | 1667 |
|
|
2022
Q2 | $1.41M | Sell |
22,961
-1,277
| -5% | -$78.4K | ﹤0.01% | 1743 |
|
|
2022
Q1 | $1.63M | Buy |
24,238
+4,159
| +21% | +$280K | ﹤0.01% | 1766 |
|
|
2021
Q4 | $888K | Sell |
20,079
-6,206
| -24% | -$274K | ﹤0.01% | 2212 |
|
|
2021
Q3 | $1.7M | Sell |
26,285
-4,696
| -15% | -$304K | ﹤0.01% | 1689 |
|
|
2021
Q2 | $2.49M | Sell |
30,981
-257
| -0.8% | -$20.7K | ﹤0.01% | 1458 |
|
|
2021
Q1 | $2.13M | Buy |
31,238
+4,096
| +15% | +$279K | ﹤0.01% | 1477 |
|
|
2020
Q4 | $1.89M | Buy |
27,142
+8,495
| +46% | +$592K | ﹤0.01% | 1424 |
|
|
2020
Q3 | $958K | Buy |
18,647
+336
| +2% | +$17.3K | ﹤0.01% | 1665 |
|
|
2020
Q2 | $1.07M | Sell |
18,311
-1,666
| -8% | -$97.7K | ﹤0.01% | 1507 |
|
|
2020
Q1 | $997K | Sell |
19,977
-131,473
| -87% | -$6.56M | ﹤0.01% | 1441 |
|
|
2019
Q4 | $11.3M | Buy |
151,450
+25,570
| +20% | +$1.9M | 0.02% | 563 |
|
|
2019
Q3 | $7.2M | Sell |
125,880
-83,579
| -40% | -$4.78M | 0.02% | 674 |
|
|
2019
Q2 | $13.8M | Buy |
209,459
+1,091
| +0.5% | +$71.7K | 0.04% | 455 |
|
|
2019
Q1 | $15.5M | Buy |
208,368
+16,693
| +9% | +$1.24M | 0.04% | 386 |
|
|
2018
Q4 | $11.5M | Buy |
191,675
+54,584
| +40% | +$3.27M | 0.04% | 442 |
|
|
2018
Q3 | $12.9M | Sell |
137,091
-107,724
| -44% | -$10.2M | 0.04% | 434 |
|
|
2018
Q2 | $18.4M | Buy |
244,815
+9,248
| +4% | +$695K | 0.06% | 331 |
|
|
2018
Q1 | $14.3M | Buy |
235,567
+24,801
| +12% | +$1.5M | 0.05% | 397 |
|
|
2017
Q4 | $9.88M | Sell |
210,766
-5,569
| -3% | -$261K | 0.03% | 535 |
|
|
2017
Q3 | $11M | Buy |
216,335
+177,462
| +457% | +$9.01M | 0.04% | 471 |
|
|
2017
Q2 | $1.92M | Buy |
38,873
+1,263
| +3% | +$62.3K | 0.01% | 1117 |
|
|
2017
Q1 | $1.57M | Buy |
37,610
+26,369
| +235% | +$1.1M | 0.01% | 1199 |
|
|
2016
Q4 | $454K | Buy |
+11,241
| New | +$454K | ﹤0.01% | 1829 |
|
|
2015
Q4 | – | Sell |
-7,800
| Closed | -$230K | – | 2362 |
|
|
2015
Q3 | $230K | Buy |
+7,800
| New | +$230K | ﹤0.01% | 1955 |
|