A detailed history of Concourse Financial Group Securities, Inc. transactions in Healthequity, Inc. stock. As of the latest transaction made, Concourse Financial Group Securities, Inc. holds 579 shares of HQY stock, worth $44,895. This represents 0.0% of its overall portfolio holdings.

Number of Shares
579
Previous 559 3.58%
Holding current value
$44,895
Previous $45,000 8.89%
% of portfolio
0.0%
Previous 0.0%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024

BUY
$75.85 - $86.94 $1,517 - $1,738
20 Added 3.58%
579 $49,000
Q1 2024

Apr 30, 2024

BUY
$66.17 - $83.53 $4,367 - $5,512
66 Added 13.39%
559 $45,000
Q4 2023

Feb 07, 2024

BUY
$62.44 - $76.13 $30,345 - $36,999
486 Added 6942.86%
493 $32,000
Q3 2023

Oct 25, 2023

BUY
$61.58 - $75.59 $431 - $529
7 New
7 $0
Q2 2023

Aug 10, 2023

BUY
$51.02 - $65.67 $0 - $0
0 New
0 $0
Q1 2023

May 15, 2023

BUY
$52.44 - $67.41 $0 - $0
0 New
0 $0
Q4 2022

Jan 30, 2023

BUY
$57.65 - $78.5 $0 - $0
0 New
0 $0
Q3 2022

Nov 15, 2022

BUY
$56.95 - $73.5 $0 - $0
0 New
0 $0
Q2 2022

Aug 09, 2022

BUY
$54.14 - $71.62 $0 - $0
0 New
0 $0
Q1 2022

May 09, 2022

BUY
$45.4 - $67.44 $0 - $0
0 New
0 $0
Q4 2021

Feb 07, 2022

BUY
$39.52 - $69.52 $0 - $0
0 New
0 $0
Q3 2021

Nov 09, 2021

BUY
$61.14 - $82.65 $0 - $0
0 New
0 $0
Q2 2021

Aug 13, 2021

BUY
$66.24 - $84.6 $0 - $0
0 New
0 $0
Q1 2021

May 13, 2021

SELL
$67.0 - $91.01 $5,494 - $7,462
-82 Closed
0 $0
Q3 2020

Nov 13, 2020

SELL
$46.15 - $61.64 $1,292 - $1,725
-28 Reduced 25.45%
82 $4,000
Q2 2020

Aug 13, 2020

SELL
$41.09 - $67.57 $4,396 - $7,229
-107 Reduced 49.31%
110 $6,000
Q4 2019

Feb 14, 2020

BUY
$51.99 - $76.5 $2,599 - $3,825
50 Added 29.94%
217 $16,000
Q3 2019

Nov 13, 2019

SELL
$55.4 - $81.98 $49,749 - $73,618
-898 Reduced 84.32%
167 $10,000
Q2 2019

Aug 13, 2019

BUY
$62.18 - $78.3 $61,558 - $77,517
990 Added 1320.0%
1,065 $70,000
Q4 2018

Feb 14, 2019

BUY
$54.39 - $100.44 $4,079 - $7,533
75 New
75 $4,000
Q3 2018

Nov 13, 2018

BUY
$74.12 - $97.32 $0 - $0
0 New
0 $0

Others Institutions Holding HQY

About HEALTHEQUITY, INC.


  • Ticker HQY
  • Exchange NASDAQ
  • Sector Healthcare
  • Industry Health Information Services
  • Shares Outstandng 84,530,704
  • Market Cap $6.55B
  • Description
  • HealthEquity, Inc. provides technology-enabled services platforms to consumers and employers in the United States. The company offers cloud-based platforms for individuals to make health saving and spending decisions, pay healthcare bills, compare treatment options and prices, receive personalized benefit and clinical information, earn wellness ...
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