Dfpg Investments, LLC Healthequity, Inc. Transaction History

Dfpg Investments, LLC

$1.29 Billion
Q4 2023

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 $8.28 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares

96,102

Previous 97,162 1.09%

Holding current value

$8.28 Million

Previous $7.1 Million 10.23%

% of portfolio

0.49%

Previous 0.67%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

388

Shares Held

80.5M

Call Options Held

157K

Put Options Held

121K

View Full List

About HEALTHEQUITY, INC.

Ticker HQY
Exchange NASDAQ
Sector Healthcare
Industry Health Information Services
Shares Outstandng 84,530,704
Market Cap $7.29B
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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Dfpg Investments, LLC Healthequity, Inc. Transaction History