Zacks Investment Management’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.27M | Sell |
31,248
-734
| -2% | -$76.9K | 0.03% | 274 |
|
|
2025
Q1 | $2.83M | Buy |
31,982
+1,829
| +6% | +$162K | 0.03% | 285 |
|
|
2024
Q4 | $2.89M | Sell |
30,153
-1,303
| -4% | -$125K | 0.03% | 292 |
|
|
2024
Q3 | $2.57M | Buy |
31,456
+3,059
| +11% | +$250K | 0.02% | 300 |
|
|
2024
Q2 | $2.45M | Buy |
28,397
+3,113
| +12% | +$268K | 0.03% | 263 |
|
|
2024
Q1 | $2.06M | Buy |
25,284
+5,712
| +29% | +$466K | 0.02% | 305 |
|
|
2023
Q4 | $1.3M | Sell |
19,572
-1,902
| -9% | -$126K | 0.02% | 349 |
|
|
2023
Q3 | $1.57M | Buy |
+21,474
| New | +$1.57M | 0.02% | 310 |
|
|
2021
Q4 | – | Sell |
-12,372
| Closed | -$801K | – | 647 |
|
|
2021
Q3 | $801K | Buy |
12,372
+2,799
| +29% | +$181K | 0.01% | 402 |
|
|
2021
Q2 | $770K | Buy |
+9,573
| New | +$770K | 0.01% | 398 |
|
|
2016
Q1 | – | Sell |
-14,279
| Closed | -$358K | – | 642 |
|
|
2015
Q4 | $358K | Sell |
14,279
-16,898
| -54% | -$424K | 0.01% | 458 |
|
|
2015
Q3 | $921K | Buy |
31,177
+1,784
| +6% | +$52.7K | 0.03% | 312 |
|
|
2015
Q2 | $942K | Buy |
+29,393
| New | +$942K | 0.03% | 300 |
|