Stratos Wealth Partners, Ltd. Healthequity, Inc. Transaction History

Stratos Wealth Partners, Ltd.

$6.9 Billion
Q4 2024

A detailed history of Stratos Wealth Partners, Ltd. transactions in Healthequity, Inc. stock. As of the latest transaction made, Stratos Wealth Partners, Ltd. holds 2,564 shares of HQY stock, worth $278,450. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,564

Previous 2,572 0.31%

Holding current value

$278,450

Previous $210,000 17.14%

% of portfolio

0.0%

Previous 0.0%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$78.18 - $104.65 $625 - $837	-8 Reduced 0.31%	2,564 $246,000
Q3 2024 Oct 17, 2024	SELL	$67.98 - $86.62 $4,078 - $5,197	-60 Reduced 2.28%	2,572 $210,000
Q2 2024 Jul 24, 2024	BUY	$75.85 - $86.94 $758 - $869	10 Added 0.38%	2,632 $226,000
Q1 2024 Apr 16, 2024	BUY	$66.17 - $83.53 $173,497 - $219,015	2,622 New	2,622 $214,000
Q2 2023 Jul 18, 2023	BUY	$51.02 - $65.67 $14,030 - $18,059	275 Added 6.98%	4,215 $266,000
Q1 2023 Apr 27, 2023	SELL	$52.44 - $67.41 $13,581 - $17,459	-259 Reduced 6.17%	3,940 $231,000
Q4 2022 Jan 19, 2023	BUY	$57.65 - $78.5 $288 - $392	5 Added 0.12%	4,199 $0
Q3 2022 Oct 24, 2022	SELL	$56.95 - $73.5 $13,895 - $17,934	-244 Reduced 5.5%	4,194 $282,000
Q2 2022 Jul 22, 2022	BUY	$54.14 - $71.62 $270 - $358	5 Added 0.11%	4,438 $272,000
Q1 2022 Apr 26, 2022	BUY	$45.4 - $67.44 $201,258 - $298,961	4,433 New	4,433 $299,000
Q4 2021 Jan 14, 2022	SELL	$39.52 - $69.52 $168,513 - $296,433	-4,264 Closed	0 $0
Q3 2021 Oct 19, 2021	BUY	$61.14 - $82.65 $260,700 - $352,419	4,264 New	4,264 $276,000
Q4 2018 Feb 08, 2019	SELL	$54.39 - $100.44 $35,897 - $66,290	-660 Closed	0 $0
Q3 2018 Nov 02, 2018	BUY	$74.12 - $97.32 $48,919 - $64,231	660 New	660 $62,000
Q2 2018 Aug 13, 2018	SELL	$60.39 - $81.76 $12,078 - $16,352	-200 Closed	0 $0
Q4 2017 Feb 09, 2018	BUY	$43.69 - $53.96 $8,738 - $10,792	200	200 $9,000

Others Institutions Holding HQY

# of Institutions

482

Shares Held

192M

Call Options Held

299K

Put Options Held

86.9K

View Full List

About HEALTHEQUITY, INC.

Ticker HQY
Exchange NASDAQ
Sector Healthcare
Industry Health Information Services
Shares Outstandng 84,530,704
Market Cap $9.18B
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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Stratos Wealth Partners, Ltd. Healthequity, Inc. Transaction History