Truist 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 | $271K | Buy |
2,590
+52
| +2% | +$5.45K | ﹤0.01% | 2246 |
|
|
2025
Q1 | $224K | Buy |
+2,538
| New | +$224K | ﹤0.01% | 2284 |
|
|
2024
Q3 | – | Sell |
-2,864
| Closed | -$247K | – | 2583 |
|
|
2024
Q2 | $247K | Buy |
2,864
+188
| +7% | +$16.2K | ﹤0.01% | 2389 |
|
|
2024
Q1 | $218K | Buy |
+2,676
| New | +$218K | ﹤0.01% | 2438 |
|
|
2023
Q4 | – | Sell |
-5,588
| Closed | -$408K | – | 2662 |
|
|
2023
Q3 | $408K | Buy |
+5,588
| New | +$408K | ﹤0.01% | 2022 |
|
|
2023
Q1 | – | Sell |
-22,963
| Closed | -$1.42M | – | 2603 |
|
|
2022
Q4 | $1.42M | Sell |
22,963
-2,341
| -9% | -$144K | ﹤0.01% | 1384 |
|
|
2022
Q3 | $1.7M | Sell |
25,304
-1,101
| -4% | -$74K | ﹤0.01% | 1267 |
|
|
2022
Q2 | $1.62M | Sell |
26,405
-274
| -1% | -$16.8K | ﹤0.01% | 1321 |
|
|
2022
Q1 | $1.8M | Buy |
26,679
+7,197
| +37% | +$485K | ﹤0.01% | 1333 |
|
|
2021
Q4 | $862K | Buy |
19,482
+9,575
| +97% | +$424K | ﹤0.01% | 1699 |
|
|
2021
Q3 | $642K | Buy |
9,907
+193
| +2% | +$12.5K | ﹤0.01% | 1848 |
|
|
2021
Q2 | $782K | Buy |
9,714
+5,267
| +118% | +$424K | ﹤0.01% | 1770 |
|
|
2021
Q1 | $303K | Buy |
4,447
+789
| +22% | +$53.8K | ﹤0.01% | 2257 |
|
|
2020
Q4 | $255K | Sell |
3,658
-1,695
| -32% | -$118K | ﹤0.01% | 2233 |
|
|
2020
Q3 | $274K | Sell |
5,353
-3,166
| -37% | -$162K | ﹤0.01% | 2056 |
|
|
2020
Q2 | $500K | Sell |
8,519
-5,883
| -41% | -$345K | ﹤0.01% | 1612 |
|
|
2020
Q1 | $730K | Sell |
14,402
-1,983
| -12% | -$101K | ﹤0.01% | 1371 |
|
|
2019
Q4 | $1.21M | Buy |
+16,385
| New | +$1.21M | ﹤0.01% | 1348 |
|