Zions Bancorporation’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.33M | Buy |
24,244
+3,636
| +18% | +$349K | 0.15% | 133 |
|
|
2024
Q3 | $1.69M | Buy |
20,608
+2,816
| +16% | +$230K | 0.12% | 150 |
|
|
2024
Q2 | $1.53M | Sell |
17,792
-654
| -4% | -$56.4K | 0.12% | 134 |
|
|
2024
Q1 | $1.51M | Buy |
18,446
+713
| +4% | +$58.2K | 0.11% | 156 |
|
|
2023
Q4 | $1.18M | Buy |
17,733
+991
| +6% | +$65.7K | 0.08% | 192 |
|
|
2023
Q3 | $1.22M | Buy |
16,742
+1,069
| +7% | +$78.1K | 0.11% | 150 |
|
|
2023
Q2 | $990K | Sell |
15,673
-836
| -5% | -$52.8K | 0.08% | 182 |
|
|
2023
Q1 | $969K | Buy |
16,509
+1,592
| +11% | +$93.5K | 0.08% | 195 |
|
|
2022
Q4 | $919K | Buy |
14,917
+2,283
| +18% | +$141K | 0.07% | 181 |
|
|
2022
Q3 | $849K | Buy |
12,634
+10
| +0.1% | +$672 | 0.09% | 157 |
|
|
2022
Q2 | $775K | Buy |
12,624
+2,415
| +24% | +$148K | 0.08% | 183 |
|
|
2022
Q1 | $688K | Buy |
10,209
+2,725
| +36% | +$184K | 0.06% | 207 |
|
|
2021
Q4 | $331K | Buy |
7,484
+1,164
| +18% | +$51.5K | 0.03% | 269 |
|
|
2021
Q3 | $409K | Buy |
6,320
+1,447
| +30% | +$93.6K | 0.04% | 230 |
|
|
2021
Q2 | $392K | Buy |
4,873
+693
| +17% | +$55.7K | 0.04% | 211 |
|
|
2021
Q1 | $284K | Sell |
4,180
-6
| -0.1% | -$408 | 0.03% | 232 |
|
|
2020
Q4 | $292K | Buy |
4,186
+169
| +4% | +$11.8K | 0.04% | 203 |
|
|
2020
Q3 | $206K | Buy |
4,017
+5
| +0.1% | +$256 | 0.03% | 219 |
|
|
2020
Q2 | $235K | Buy |
4,012
+471
| +13% | +$27.6K | 0.03% | 190 |
|
|
2020
Q1 | $179K | Buy |
3,541
+496
| +16% | +$25.1K | 0.03% | 194 |
|
|
2019
Q4 | $226K | Sell |
3,045
-757
| -20% | -$56.2K | 0.03% | 191 |
|
|
2019
Q3 | $217K | Buy |
3,802
+10
| +0.3% | +$571 | 0.03% | 226 |
|
|
2019
Q2 | $248K | Buy |
3,792
+216
| +6% | +$14.1K | 0.04% | 182 |
|
|
2019
Q1 | $265K | Buy |
3,576
+69
| +2% | +$5.11K | 0.04% | 167 |
|
|
2018
Q4 | $209K | Sell |
3,507
-25
| -0.7% | -$1.49K | 0.15% | 71 |
|
|
2018
Q3 | $333K | Sell |
3,532
-82
| -2% | -$7.73K | 0.08% | 114 |
|
|
2018
Q2 | $271K | Sell |
3,614
-26
| -0.7% | -$1.95K | 0.19% | 73 |
|
|
2018
Q1 | $220K | Buy |
+3,640
| New | +$220K | 0.05% | 124 |
|
|
2017
Q4 | – | Sell |
-2,360
| Closed | -$119K | – | 770 |
|
|
2017
Q3 | $119K | Buy |
+2,360
| New | +$119K | 0.02% | 367 |
|