Stephens Inc Healthequity, Inc. Transaction History

Stephens Inc

$6.77 Billion
Q3 2024

A detailed history of Stephens Inc transactions in Healthequity, Inc. stock. As of the latest transaction made, Stephens Inc holds 6,476 shares of HQY stock, worth $614,896. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,476

Previous 6,132 5.61%

Holding current value

$614,896

Previous $528,000 0.38%

% of portfolio

0.01%

Previous 0.01%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	BUY	$67.98 - $86.62 $23,385 - $29,797	344 Added 5.61%	6,476 $530,000
Q2 2024 Aug 06, 2024	BUY	$75.85 - $86.94 $20,479 - $23,473	270 Added 4.61%	6,132 $528,000
Q1 2024 May 15, 2024	BUY	$66.17 - $83.53 $8,469 - $10,691	128 Added 2.23%	5,862 $478,000
Q4 2023 Feb 13, 2024	BUY	$62.44 - $76.13 $103,400 - $126,071	1,656 Added 40.61%	5,734 $380,000
Q3 2023 Nov 14, 2023	SELL	$61.58 - $75.59 $8,190 - $10,053	-133 Reduced 3.16%	4,078 $297,000
Q2 2023 Aug 14, 2023	SELL	$51.02 - $65.67 $2,040 - $2,626	-40 Reduced 0.94%	4,211 $265,000
Q1 2023 May 15, 2023	SELL	$52.44 - $67.41 $13,005 - $16,717	-248 Reduced 5.51%	4,251 $249,000
Q4 2022 Jan 25, 2023	SELL	$57.65 - $78.5 $12,337 - $16,799	-214 Reduced 4.54%	4,499 $277,000
Q3 2022 Nov 02, 2022	SELL	$56.95 - $73.5 $7,175 - $9,261	-126 Reduced 2.6%	4,713 $317,000
Q2 2022 Aug 03, 2022	SELL	$54.14 - $71.62 $11,856 - $15,684	-219 Reduced 4.33%	4,839 $297,000
Q1 2022 May 04, 2022	BUY	$45.4 - $67.44 $25,514 - $37,901	562 Added 12.5%	5,058 $341,000
Q4 2021 Mar 07, 2022	BUY	$39.52 - $69.52 $64,812 - $114,012	1,640 Added 57.42%	4,496 $199,000
Q3 2021 Oct 27, 2021	BUY	$61.14 - $82.65 $40,107 - $54,218	656 Added 29.82%	2,856 $185,000
Q2 2021 Aug 12, 2021	BUY	$66.24 - $84.6 $14,705 - $18,781	222 Added 11.22%	2,200 $177,000
Q1 2021 May 14, 2021	BUY	$67.0 - $91.01 $1,675 - $2,275	25 Added 1.28%	1,978 $135,000
Q4 2020 Feb 10, 2021	SELL	$51.41 - $74.4 $3,341 - $4,836	-65 Reduced 3.22%	1,953 $136,000
Q3 2020 Nov 13, 2020	BUY	$46.15 - $61.64 $5,953 - $7,951	129 Added 6.83%	2,018 $104,000
Q2 2020 Aug 24, 2020	BUY	$41.09 - $67.57 $1,397 - $2,297	34 Added 1.83%	1,889 $111,000
Q1 2020 May 14, 2020	BUY	$40.54 - $87.73 $9,932 - $21,493	245 Added 15.22%	1,855 $94,000
Q4 2019 Feb 14, 2020	SELL	$51.99 - $76.5 $167,043 - $245,794	-3,213 Reduced 66.62%	1,610 $119,000
Q3 2019 Oct 18, 2019	SELL	$55.4 - $81.98 $609 - $901	-11 Reduced 0.23%	4,823 $276,000
Q2 2019 Aug 01, 2019	SELL	$62.18 - $78.3 $37,556 - $47,293	-604 Reduced 11.11%	4,834 $316,000
Q1 2019 May 03, 2019	BUY	$52.86 - $84.51 $4,968 - $7,943	94 Added 1.76%	5,438 $402,000
Q4 2018 Feb 11, 2019	BUY	$54.39 - $100.44 $74,786 - $138,105	1,375 Added 34.64%	5,344 $319,000
Q3 2018 Nov 14, 2018	BUY	$74.12 - $97.32 $294,182 - $386,263	3,969 New	3,969 $375,000

Others Institutions Holding HQY

# of Institutions

435

Shares Held

81.6M

Call Options Held

205K

Put Options Held

101K

View Full List

About HEALTHEQUITY, INC.

Ticker HQY
Exchange NASDAQ
Sector Healthcare
Industry Health Information Services
Shares Outstandng 84,530,704
Market Cap $8.03B
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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