Susquehanna Fundamental Investments’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-13,650
| Closed | -$1.21M | – | 856 |
|
|
2025
Q1 | $1.21M | Buy |
+13,650
| New | +$1.21M | 0.02% | 644 |
|
|
2023
Q1 | – | Sell |
-47,250
| Closed | -$2.91M | – | 1015 |
|
|
2022
Q4 | $2.91M | Sell |
47,250
-46,959
| -50% | -$2.89M | 0.05% | 390 |
|
|
2022
Q3 | $6.33M | Buy |
+94,209
| New | +$6.33M | 0.11% | 260 |
|
|
2022
Q1 | $8.47M | Buy |
125,538
+64,115
| +104% | +$4.32M | 0.16% | 161 |
|
|
2021
Q4 | $2.72M | Sell |
61,423
-23,451
| -28% | -$1.04M | 0.07% | 342 |
|
|
2021
Q3 | $5.5M | Buy |
84,874
+78,334
| +1,198% | +$5.07M | 0.1% | 270 |
|
|
2021
Q2 | $526K | Sell |
6,540
-1,900
| -23% | -$153K | 0.01% | 1142 |
|
|
2021
Q1 | $574K | Buy |
+8,440
| New | +$574K | 0.01% | 1096 |
|
|
2020
Q4 | – | Sell |
-28,900
| Closed | -$1.49M | – | 1542 |
|
|
2020
Q3 | $1.49M | Buy |
28,900
+1,600
| +6% | +$82.2K | 0.04% | 523 |
|
|
2020
Q2 | $1.6M | Buy |
+27,300
| New | +$1.6M | 0.08% | 335 |
|