A detailed history of Dfpg Investments, LLC transactions in Healthequity, Inc. stock. As of the latest transaction made, Dfpg Investments, LLC holds 96,102 shares of HQY stock, worth $8.75 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
96,102
Previous 97,162 1.09%
Holding current value
$8.75 Million
Previous $7.1 Million 10.23%
% of portfolio
0.49%
Previous 0.67%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 09, 2024

SELL
$62.44 - $76.13 $66,186 - $80,697
-1,060 Reduced 1.09%
96,102 $6.37 Million
Q3 2023

Nov 13, 2023

SELL
$61.58 - $75.59 $173,717 - $213,239
-2,821 Reduced 2.82%
97,162 $7.1 Million
Q2 2023

Jul 24, 2023

SELL
$51.02 - $65.67 $16,530 - $21,277
-324 Reduced 0.32%
99,983 $6.31 Million
Q1 2023

Apr 10, 2023

BUY
$52.44 - $67.41 $10,697 - $13,751
204 Added 0.2%
100,307 $5.89 Million
Q4 2022

Feb 02, 2023

BUY
$57.65 - $78.5 $115,300 - $157,000
2,000 Added 2.04%
100,103 $6.17 Million
Q3 2022

Oct 24, 2022

SELL
$56.95 - $73.5 $115,950 - $149,646
-2,036 Reduced 2.03%
98,103 $7.42 Million
Q2 2022

Aug 01, 2022

BUY
$54.14 - $71.62 $108,658 - $143,741
2,007 Added 2.05%
100,139 $5.85 Million
Q1 2022

Apr 22, 2022

BUY
$45.4 - $67.44 $1,589 - $2,360
35 Added 0.04%
98,132 $6.76 Million
Q4 2021

Jan 31, 2022

SELL
$39.52 - $69.52 $395 - $695
-10 Reduced 0.01%
98,097 $4.81 Million
Q3 2021

Oct 19, 2021

BUY
$61.14 - $82.65 $2,751 - $3,719
45 Added 0.05%
98,107 $6.24 Million
Q2 2021

Jul 21, 2021

SELL
$66.24 - $84.6 $65,445 - $83,584
-988 Reduced 1.0%
98,062 $7.68 Million
Q4 2020

Jan 19, 2021

SELL
$51.41 - $74.4 $51,410 - $74,400
-1,000 Reduced 1.0%
99,050 $7.46 Million
Q2 2020

Jul 13, 2020

SELL
$41.09 - $67.57 $24,654 - $40,541
-600 Reduced 0.6%
100,050 $5.81 Million
Q1 2020

Apr 17, 2020

BUY
$40.54 - $87.73 $4.08 Million - $8.83 Million
100,650 New
100,650 $4.61 Million

Others Institutions Holding HQY

About HEALTHEQUITY, INC.


  • Ticker HQY
  • Exchange NASDAQ
  • Sector Healthcare
  • Industry Health Information Services
  • Shares Outstandng 84,530,704
  • Market Cap $7.7B
  • 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 ...
More about HQY
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