SCA
Summit Creek Advisors’s HealthEquity HQY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.8M | Sell |
208,195
-36,665
| -15% | -$3.84M | 3.04% | 3 |
|
|
2025
Q1 | $21.6M | Sell |
244,860
-41,053
| -14% | -$3.63M | 3.16% | 3 |
|
|
2024
Q4 | $27.4M | Buy |
285,913
+28,424
| +11% | +$2.73M | 3.61% | 1 |
|
|
2024
Q3 | $21.1M | Buy |
257,489
+17,793
| +7% | +$1.46M | 2.86% | 8 |
|
|
2024
Q2 | $20.7M | Sell |
239,696
-16,635
| -6% | -$1.43M | 2.83% | 6 |
|
|
2024
Q1 | $20.9M | Buy |
256,331
+1,541
| +0.6% | +$126K | 2.64% | 11 |
|
|
2023
Q4 | $16.9M | Sell |
254,790
-21,723
| -8% | -$1.44M | 2.26% | 19 |
|
|
2023
Q3 | $20.2M | Buy |
276,513
+48,145
| +21% | +$3.52M | 2.75% | 10 |
|
|
2023
Q2 | $14.4M | Buy |
228,368
+242
| +0.1% | +$15.3K | 1.8% | 27 |
|
|
2023
Q1 | $13.4M | Buy |
228,126
+1,711
| +0.8% | +$100K | 1.74% | 26 |
|
|
2022
Q4 | $14M | Sell |
226,415
-60,996
| -21% | -$3.76M | 1.9% | 23 |
|
|
2022
Q3 | $19.3M | Sell |
287,411
-10,785
| -4% | -$724K | 2.66% | 13 |
|
|
2022
Q2 | $18.3M | Buy |
298,196
+125
| +0% | +$7.67K | 2.33% | 19 |
|
|
2022
Q1 | $20.1M | Buy |
298,071
+1,176
| +0.4% | +$79.3K | 2.28% | 23 |
|
|
2021
Q4 | $13.1M | Buy |
296,895
+81,821
| +38% | +$3.62M | 1.32% | 34 |
|
|
2021
Q3 | $13.9M | Buy |
215,074
+17,541
| +9% | +$1.14M | 1.47% | 37 |
|
|
2021
Q2 | $15.9M | Sell |
197,533
-7,030
| -3% | -$566K | 1.9% | 28 |
|
|
2021
Q1 | $13.9M | Sell |
204,563
-4,885
| -2% | -$332K | 1.66% | 32 |
|
|
2020
Q4 | $14.6M | Sell |
209,448
-106,350
| -34% | -$7.41M | 1.87% | 28 |
|
|
2020
Q3 | $16.2M | Buy |
315,798
+37,400
| +13% | +$1.92M | 2.41% | 13 |
|
|
2020
Q2 | $16.3M | Buy |
278,398
+41,895
| +18% | +$2.46M | 2.41% | 17 |
|
|
2020
Q1 | $12M | Buy |
236,503
+71,620
| +43% | +$3.62M | 2.39% | 16 |
|
|
2019
Q4 | $12.2M | Buy |
164,883
+56,930
| +53% | +$4.22M | 1.91% | 20 |
|
|
2019
Q3 | $6.17M | Buy |
+107,953
| New | +$6.17M | 1.03% | 45 |
|